Evensky & Katz’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Evensky & Katz’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	$241K	Hold	462	–	–	0.01%	62
2026 Q1	$214K	Hold	462	–	–	0.01%	64
2025 Q4	$222K	Hold	462	–	–	0.01%	63
2025 Q3	$214K	Sell	462 -21	-4%	-$9.46K	0.01%	65
2025 Q2	$213K	Hold	483	–	–	0.01%	64
2025 Q1	$203K	Sell	483 -148	-23%	-$64K	0.01%	69
2024 Q4	$268K	Sell	631 -34	-5%	-$14.7K	0.02%	68
2024 Q3	$281K	Sell	665 -77	-10%	-$31.3K	0.02%	69
2024 Q2	$290K	Buy	742 +3	+0.4%	+$1.17K	0.02%	67
2024 Q1	$294K	Buy	739 +6	+0.8%	+$2.31K	0.02%	68
2023 Q4	$276K	Buy	733 +29	+4%	+$10.1K	0.02%	67
2023 Q3	$236K	Buy	704 +3	+0.4%	+$1.04K	0.02%	67
2023 Q2	$241K	Buy	701 +3	+0.4%	+$1.01K	0.02%	65
2023 Q1	$232K	Buy	698 +4	+0.6%	+$1.33K	0.02%	63
2022 Q4	$230K	Buy	694 +1	+0.1%	+$325	0.02%	65
2022 Q3	$199K	Hold	693	–	–	0.02%	64
2022 Q2	$213K	Hold	693	–	–	0.02%	63
2022 Q1	$240K	Sell	693 -96	-12%	-$33.3K	0.02%	59
2021 Q4	$287K	Hold	789	–	–	0.03%	54
2021 Q3	$267K	Hold	789	–	–	0.03%	53
2021 Q2	$272K	Hold	789	–	–	0.03%	54
2021 Q1	$261K	Sell	789 -75	-9%	-$23.7K	0.03%	55
2020 Q4	$264K	Hold	864	–	–	0.03%	52
2020 Q3	$240K	Hold	864	–	–	0.03%	57
2020 Q2	$223K	Hold	864	–	–	0.03%	59
2020 Q1	$189K	Hold	864	–	–	0.03%	66
2019 Q4	$246K	Sell	864 -211	-20%	-$58.1K	0.03%	64
2019 Q3	$289K	Buy	1,075 +1	+0.1%	+$267	0.04%	73
2019 Q2	$286K	Buy	1,074 +1	+0.1%	+$261	0.04%	74
2019 Q1	$278K	Buy	+1,073	New	+$270K	0.04%	71

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

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

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

IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Evensky & Katz's DIA Position: Q2 2026 in Review

Evensky & Katz held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q2 2026 at 462 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #62.

Evensky & Katz first reported a position in DIA in Q1 2019 and has held it in 30 quarters since. The position peaked at $294K in Q1 2024. 1,444 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

Evensky & Katz held 462 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $241K as of Q2 2026.
Evensky & Katz left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q2 2026.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.01% of Evensky & Katz's portfolio in Q2 2026, its #62 holding.
Evensky & Katz first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2019 and has held it in 30 quarters since.
Evensky & Katz's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $294K in Q1 2024.
1,444 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Evensky & Katz's 13F filing for Q2 2026, filed 22 Jul 2026.