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

RMR Wealth Builders’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	$1.84M	Sell	3,530 -195	-5%	-$97.4K	0.11%	89
2026 Q1	$1.73M	Sell	3,725 -557	-13%	-$270K	0.14%	85
2025 Q4	$2.06M	Sell	4,282 -326	-7%	-$154K	0.16%	80
2025 Q3	$2.14M	Sell	4,608 -220	-5%	-$99.2K	0.18%	72
2025 Q2	$2.13M	Sell	4,828 -139	-3%	-$57.7K	0.19%	68
2025 Q1	$2.09M	Sell	4,967 -220	-4%	-$95.1K	0.22%	61
2024 Q4	$2.21M	Sell	5,187 -90	-2%	-$39K	0.23%	58
2024 Q3	$2.23M	Sell	5,277 -94	-2%	-$38.2K	0.24%	51
2024 Q2	$2.1M	Sell	5,371 -131	-2%	-$50.9K	0.24%	51
2024 Q1	$2.19M	Buy	5,502 +12	+0.2%	+$4.62K	0.26%	48
2023 Q4	$2.07M	Sell	5,490 -2,221	-29%	-$776K	0.29%	43
2023 Q3	$2.58M	Buy	7,711 +616	+9%	+$214K	0.41%	35
2023 Q2	$2.44M	Sell	7,095 -163	-2%	-$54.9K	0.42%	36
2023 Q1	$2.41M	Sell	7,258 -1,514	-17%	-$503K	0.46%	31
2022 Q4	$2.91M	Buy	8,772 +80	+0.9%	+$26K	0.66%	29
2022 Q3	$2.5M	Sell	8,692 -226	-3%	-$71.8K	0.61%	29
2022 Q2	$2.75M	Sell	8,918 -89	-1%	-$29.1K	0.69%	26
2022 Q1	$3.12M	Sell	9,007 -46	-0.5%	-$16K	0.67%	28
2021 Q4	$3.29M	Buy	9,053 +915	+11%	+$325K	0.94%	20
2021 Q3	$2.76M	Sell	8,138 -16	-0.2%	-$5.59K	0.81%	17
2021 Q2	$2.82M	Sell	8,154 -469	-5%	-$160K	0.92%	16
2021 Q1	$2.85M	Buy	8,623 +3,086	+56%	+$974K	0.74%	17
2020 Q4	$1.69M	Sell	5,537 -2,268	-29%	-$660K	0.83%	22
2020 Q3	$2.17M	Buy	7,805 +6,198	+386%	+$1.69M	0.56%	33
2020 Q2	$415K	Buy	+1,607	New	+$395K	0.37%	61
2019 Q4	$53K	Buy	+185	New	+$51K	0.05%	218

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 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

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

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

RMR Wealth Builders's DIA Position: Q2 2026 in Review

RMR Wealth Builders reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 5.2% in Q2 2026, selling an estimated $97.4K and leaving 3,530 shares worth $1.84M. The position accounts for 0.11% of the portfolio, ranked #89.

RMR Wealth Builders first reported a position in DIA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.29M in Q4 2021. 516 funds tracked by Wall St. Rank hold DIA as of Q2 2026.

RMR Wealth Builders held 3,530 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $1.84M as of Q2 2026.
RMR Wealth Builders sold 195 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q2 2026, an estimated $97.4K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.11% of RMR Wealth Builders's portfolio in Q2 2026, its #89 holding.
RMR Wealth Builders first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2019 and has held it in 26 quarters since.
RMR Wealth Builders's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $3.29M in Q4 2021.
516 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.