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

Dogwood 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
2026 Q2	–	Hold	0	–	–	–	840
2026 Q1	–	Hold	0	–	–	–	845
2025 Q4	–	Hold	0	–	–	–	722
2025 Q3	–	Hold	0	–	–	–	726
2025 Q2	–	Sell	-59	Closed	-$24.5K	–	676
2025 Q1	$24.8K	Sell	59 -63	-52%	-$27.2K	0.01%	141
2024 Q4	$52K	Buy	+122	New	+$52.8K	0.03%	119
2024 Q3	–	Sell	-10	Closed	-$3.92K	–	586
2024 Q2	$3.92K	Buy	+10	New	+$3.88K	﹤0.01%	204

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return