BWFL
DIA icon

Better Way Financial, LLC’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Better Way Financial, LLC’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 		$23.4M Buy
+44,732
New +$22.3M 19.77% 3

Other funds holding DIA

AFG
Arkansas Financial Group Little Rock, Arkansas $768M AUM 16.55% 1-Year Est. Return
BMM
Berkshire Money Management Dalton, Massachusetts $1.09B AUM 20.64% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
HCA
Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SDAM
Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
MAWCM
Mine & Arao Wealth Creation & Management Campbell, California $276M AUM 29.13% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return

Better Way Financial, LLC's DIA Position: Q2 2026 in Review

Better Way Financial, LLC opened a new position in State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q2 2026: 44,732 shares worth $23.4M. The stake represents 19.77% of the portfolio and ranks #3 among its holdings.

502 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

  • Better Way Financial, LLC held 44,732 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $23.4M as of Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust was a new Better Way Financial, LLC position in Q2 2026.
  • State Street SPDR Dow Jones Industrial Average ETF Trust made up 19.77% of Better Way Financial, LLC's portfolio in Q2 2026, its #3 holding.
  • 502 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on Better Way Financial, LLC's 13F filing for Q2 2026, filed 23 Jul 2026.