Dynamic Advisor Solutions’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Dynamic Advisor Solutions’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
2022 Q2	–	Sell	-10,000	Closed	-$10K	–	715
2022 Q1	$10K	Buy	+10,000	New	+$3.47M	﹤0.01%	720
2021 Q2	–	Sell	-1,000	Closed	-$7K	–	769
2021 Q1	$7K	Buy	+1,000	New	+$316K	﹤0.01%	670
2020 Q4	–	Sell	-2,000	Closed	-$7K	–	689
2020 Q3	$7K	Buy	+2,000	New	+$546K	﹤0.01%	595

Other funds holding DIA

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

StoryOne LLC Overland Park, Kansas $223M AUM 21.75% 1-Year Est. Return

Dynamic Advisor Solutions's DIA Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 0.62% in Q3 2026, buying an estimated $6.84K and bringing the position to 2,119 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #445.

Dynamic Advisor Solutions first reported a position in DIA in Q4 2015 and has held it in 36 quarters since. The position peaked at $20.3M in Q2 2022. 388 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Dynamic Advisor Solutions held 2,119 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.08M as of Q3 2026.
Dynamic Advisor Solutions bought 13 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $6.84K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #445 holding.
Dynamic Advisor Solutions first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2015 and has held it in 36 quarters since.
Dynamic Advisor Solutions's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $20.3M in Q2 2022.
388 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.