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

Frank Rimerman 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 		$6.9M Buy
13,572
+709
+6% +$373K 0.38% 41
2026
Q2 		$6.72M Sell
12,863
-837
-6% -$418K 0.38% 39
2026
Q1 		$6.35M Buy
13,700
+114
+0.8% +$55.2K 0.42% 35
2025
Q4 		$6.53M Sell
13,586
-727
-5% -$344K 0.41% 38
2025
Q3 		$6.64M Hold
14,313
– – 0.43% 32
2025
Q2 		$6.31M Sell
14,313
-124
-0.9% -$51.5K 0.42% 35
2025
Q1 		$6.06M Sell
14,437
-167
-1% -$72.2K 0.48% 31
2024
Q4 		$6.21M Buy
14,604
+149
+1% +$64.5K 0.45% 30
2024
Q3 		$6.12M Sell
14,455
-58
-0.4% -$23.6K 0.43% 33
2024
Q2 		$5.68M Sell
14,513
-77
-0.5% -$29.9K 0.4% 32
2024
Q1 		$5.8M Buy
14,590
+637
+5% +$245K 1.12% 16
2023
Q4 		$5.26M Buy
13,953
+342
+3% +$120K 1.1% 17
2023
Q3 		$4.56M Buy
13,611
+1,454
+12% +$504K 1.1% 18
2023
Q2 		$4.18M Buy
12,157
+689
+6% +$232K 1% 19
2023
Q1 		$3.81M Buy
11,468
+1,027
+10% +$341K 1.05% 18
2022
Q4 		$3.46M Sell
10,441
-1,868
-15% -$607K 1.08% 17
2022
Q3 		$3.54M Sell
12,309
-77
-0.6% -$24.5K 1.28% 17
2022
Q2 		$3.81M Sell
12,386
-3,015
-20% -$986K 1.46% 17
2022
Q1 		$5.34M Sell
15,401
-152
-1% -$52.7K 1.71% 12
2021
Q4 		$5.65M Sell
15,553
-88
-0.6% -$31.3K 1.9% 11
2021
Q3 		$5.29M Buy
15,641
+3,985
+34% +$1.39M 2.04% 11
2021
Q2 		$4.02M Buy
11,656
+304
+3% +$104K 1.57% 13
2021
Q1 		$3.75M Buy
11,352
+223
+2% +$70.4K 1.66% 12
2020
Q4 		$3.4M Buy
+11,129
New +$3.24M 1.54% 13

Other funds holding DIA

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Frank Rimerman Advisors's DIA Position: Q3 2026 in Review

Frank Rimerman Advisors increased its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.5% in Q3 2026, buying an estimated $373K and bringing the position to 13,572 shares worth $6.9M. The position accounts for 0.38% of the portfolio, ranked #41.

Frank Rimerman Advisors first reported a position in DIA in Q4 2020 and has held it in 24 quarters since. 1,294 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

  • Frank Rimerman Advisors held 13,572 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $6.9M as of Q3 2026.
  • Frank Rimerman Advisors bought 709 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $373K.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.38% of Frank Rimerman Advisors's portfolio in Q3 2026, its #41 holding.
  • Frank Rimerman Advisors first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 24 quarters since.
  • 1,294 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Frank Rimerman Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.