Brickley Wealth Management’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Brickley Wealth Management’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,182	Closed	-$622K	–	42
2019 Q4	$622K	Hold	2,182	–	–	0.23%	26
2019 Q3	$587K	Hold	2,182	–	–	0.24%	27
2019 Q2	$580K	Hold	2,182	–	–	0.24%	24
2019 Q1	$565K	Hold	2,182	–	–	0.25%	26
2018 Q4	$509K	Hold	2,182	–	–	0.25%	26
2018 Q3	$577K	Buy	+2,182	New	+$559K	0.27%	26

Other funds holding DIA

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brickley Wealth Management's DIA Position: Q1 2020 in Review

Brickley Wealth Management sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q1 2020, closing a stake of 2,182 shares — an estimated $622K sold.

Brickley Wealth Management first reported a position in DIA in Q3 2018 and held it in 6 quarters. The position peaked at $622K in Q4 2019. 718 funds tracked by Wall St. Rank hold DIA as of Q1 2020.

Brickley Wealth Management reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q1 2020 after selling out during the quarter.
Brickley Wealth Management sold 2,182 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2020, an estimated $622K.
Brickley Wealth Management first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2018 and held it in 6 quarters.
Brickley Wealth Management's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $622K in Q4 2019.
718 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2020.

Based on Brickley Wealth Management's 13F filing for Q1 2020, filed 13 May 2020.