Encompass Wealth Advisors
DIA icon

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

Encompass Wealth Advisors’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
Q3 		$420K Buy
826
+413
+100% +$217K 0.06% 113
2026
Q2 		$216K Buy
+413
New +$206K 0.07% 106
2022
Q2 		– Sell
-613
Closed -$213K – 236
2022
Q1 		$213K Buy
+613
New +$213K 0.05% 208

Other funds holding DIA

Arkansas Financial Group
Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return
Berkshire Money Management
Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return
Heck Capital Advisors
Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return
TCP Asset Management
TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return
Steel Grove Capital Advisors
Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Shulman DeMeo Asset Management
Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
Meitav Investment House
Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Encompass Wealth Advisors's DIA Position: Q3 2026 in Review

Encompass Wealth Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 100% in Q3 2026, buying an estimated $217K and bringing the position to 826 shares worth $420K. The position accounts for 0.06% of the portfolio, ranked #113.

Encompass Wealth Advisors first reported a position in DIA in Q1 2022 and has held it in 3 quarters since. 596 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Encompass Wealth Advisors held 826 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $420K as of Q3 2026.
  • Encompass Wealth Advisors bought 413 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $217K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.06% of Encompass Wealth Advisors's portfolio in Q3 2026, its #113 holding.
  • Encompass Wealth Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2022 and has held it in 3 quarters since.
  • 596 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Encompass Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.