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

Root Financial 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 Q1	$488K	Sell	1,053 -49	-4%	-$23.7K	0.02%	164
2025 Q4	$530K	Buy	1,102 +2	+0.2%	+$946	0.03%	153
2025 Q3	$510K	Buy	1,100 +56	+5%	+$25.2K	0.03%	143
2025 Q2	$460K	Buy	1,044 +131	+14%	+$54.4K	0.04%	132
2025 Q1	$383K	Buy	913 +82	+10%	+$35.5K	0.04%	133
2024 Q4	$354K	Buy	831 +47	+6%	+$20.3K	0.04%	138
2024 Q3	$332K	Buy	784 +48	+7%	+$19.5K	0.05%	120
2024 Q2	$288K	Hold	736	–	–	0.07%	92
2024 Q1	$293K	Buy	+736	New	+$284K	0.09%	82

Other funds holding DIA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Root Financial Partners's DIA Position: Q1 2026 in Review

Root Financial Partners reduced its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) stake by 4.4% in Q1 2026, selling an estimated $23.7K and leaving 1,053 shares worth $488K. The position accounts for 0.02% of the portfolio, ranked #164.

Root Financial Partners first reported a position in DIA in Q1 2024 and has held it in 9 quarters since. The position peaked at $530K in Q4 2025. 1,358 funds tracked by Wall St. Rank hold DIA as of Q1 2026.

Root Financial Partners held 1,053 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $488K as of Q1 2026.
Root Financial Partners sold 49 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q1 2026, an estimated $23.7K.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #164 holding.
Root Financial Partners first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and has held it in 9 quarters since.
Root Financial Partners's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $530K in Q4 2025.
1,358 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.