Retirement Solution’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Retirement Solution’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	–	Sell	-1,229	Closed	-$642K	–	62
2026 Q2	$642K	Buy	1,229 +4	+0.3%	+$2K	0.29%	24
2026 Q1	$567K	Buy	+1,225	New	+$593K	0.13%	23
2025 Q2	–	Sell	-669	Closed	-$281K	–	46
2025 Q1	$281K	Buy	+669	New	+$289K	0.08%	26
2024 Q4	–	Sell	-1,754	Closed	-$742K	–	54
2024 Q3	$742K	Buy	+1,754	New	+$713K	0.18%	27

Other funds holding DIA

Arkansas Financial Group Little Rock, Arkansas $751M AUM 9.21% 1-Year Est. Return

Berkshire Money Management Dalton, Massachusetts $1.16B AUM 13.8% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

TCP Asset Management Columbus, Ohio $885M AUM 13.53% 1-Year Est. Return

Steel Grove Capital Advisors Memphis, Tennessee $1.12B AUM 20.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.28B AUM 15.79% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $505M AUM 16.86% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

Retirement Solution's DIA Position: Q3 2026 in Review

Retirement Solution sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q3 2026, closing a stake of 1,229 shares — an estimated $642K sold.

Retirement Solution first reported a position in DIA in Q3 2024 and held it in 4 quarters. The position peaked at $742K in Q3 2024. 632 funds tracked by Wall St. Rank hold DIA as of Q3 2026.

Retirement Solution reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q3 2026 after selling out during the quarter.
Retirement Solution sold 1,229 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q3 2026, an estimated $642K.
Retirement Solution first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q3 2024 and held it in 4 quarters.
Retirement Solution's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $742K in Q3 2024.
632 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q3 2026.

Based on Retirement Solution's 13F filing for Q3 2026, filed 23 Oct 2026.