HFO
DIA icon

Heritage Family Offices’s SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Heritage Family Offices’s Portfolio DIA Stock Details DIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$249K Hold
600
– – 0.13% 149
2025
Q1 		$252K Hold
600
– – 0.13% 146
2024
Q4 		$255K Hold
600
– – 0.13% 150
2024
Q3 		$254K Hold
600
– – 0.13% 151
2024
Q2 		$235K Buy
+600
New +$235K 0.13% 149