Revolve Wealth Partners’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Revolve Wealth Partners’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	$358K	Buy	685 +101	+17%	+$50.4K	0.04%	246
2026 Q1	$271K	Buy	584 +14	+2%	+$6.78K	0.04%	189
2025 Q4	$274K	Buy	570 +2	+0.4%	+$946	0.03%	190
2025 Q3	$263K	Hold	568	–	–	0.03%	187
2025 Q2	$250K	Buy	568 +1	+0.2%	+$415	0.03%	192
2025 Q1	$238K	Hold	567	–	–	0.03%	192
2024 Q4	$241K	Buy	567 +1	+0.2%	+$433	0.04%	192
2024 Q3	$239K	Buy	566 +2	+0.4%	+$813	0.04%	177
2024 Q2	$221K	Sell	564 -25	-4%	-$9.71K	0.04%	164
2024 Q1	$234K	Buy	589 +1	+0.2%	+$385	0.04%	160
2023 Q4	$222K	Buy	+588	New	+$205K	0.04%	147

Other funds holding DIA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Shulman DeMeo Asset Management Lake Success, New York $535M AUM 24.42% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Encompass More Asset Management Danville, California $681M AUM 25.06% 1-Year Est. Return

FOCUS Wealth Advisors Houston, Texas $216M AUM 24.59% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return