Scharf Investments’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

Scharf Investments’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
2025 Q4	–	Sell	-1,095	Closed	-$508K	–	75
2025 Q3	$508K	Hold	1,095	–	–	0.01%	63
2025 Q2	$483K	Hold	1,095	–	–	0.01%	53
2025 Q1	$460K	Hold	1,095	–	–	0.01%	53
2024 Q4	$466K	Hold	1,095	–	–	0.01%	55
2024 Q3	$463K	Sell	1,095 -1,095	-50%	-$445K	0.01%	52
2024 Q2	$857K	Buy	2,190 +1,095	+100%	+$425K	0.02%	50
2024 Q1	$436K	Buy	+1,095	New	+$422K	0.01%	50

Other funds holding DIA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Scharf Investments's DIA Position: Q4 2025 in Review

Scharf Investments sold out of State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) in Q4 2025, closing a stake of 1,095 shares — an estimated $508K sold.

Scharf Investments first reported a position in DIA in Q1 2024 and held it in 7 quarters. The position peaked at $857K in Q2 2024. 1,382 funds tracked by Wall St. Rank hold DIA as of Q4 2025.

Scharf Investments reported no remaining State Street SPDR Dow Jones Industrial Average ETF Trust position as of Q4 2025 after selling out during the quarter.
Scharf Investments sold 1,095 State Street SPDR Dow Jones Industrial Average ETF Trust shares in Q4 2025, an estimated $508K.
Scharf Investments first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q1 2024 and held it in 7 quarters.
Scharf Investments's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $857K in Q2 2024.
1,382 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q4 2025.

Based on Scharf Investments's 13F filing for Q4 2025, filed 15 Jan 2026.