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DIA icon

TrueWealth Advisors’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

TrueWealth Advisors’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 		$4.39M Buy
8,403
+175
+2% +$87.4K 0.99% 19
2026
Q1 		$3.81M Buy
8,228
+407
+5% +$197K 0.96% 19
2025
Q4 		$3.76M Buy
7,821
+460
+6% +$218K 0.97% 23
2025
Q3 		$3.41M Buy
7,361
+94
+1% +$42.4K 0.92% 23
2025
Q2 		$3.2M Buy
7,267
+197
+3% +$81.7K 0.95% 21
2025
Q1 		$2.97M Buy
7,070
+106
+2% +$45.8K 0.97% 21
2024
Q4 		$2.96M Buy
6,964
+74
+1% +$32K 0.99% 21
2024
Q3 		$2.92M Buy
6,890
+144
+2% +$58.5K 0.97% 22
2024
Q2 		$2.64M Sell
6,746
-234
-3% -$90.8K 0.98% 21
2024
Q1 		$2.78M Sell
6,980
-154
-2% -$59.3K 1.07% 20
2023
Q4 		$2.69M Sell
7,134
-1,145
-14% -$400K 1.04% 18
2023
Q3 		$2.77M Sell
8,279
-1,010
-11% -$350K 1.17% 18
2023
Q2 		$3.19M Sell
9,289
-7,991
-46% -$2.69M 1.31% 19
2023
Q1 		$5.75M Sell
17,280
-11,963
-41% -$3.97M 2.41% 9
2022
Q4 		$9.69M Buy
29,243
+678
+2% +$220K 4.24% 5
2022
Q3 		$8.21M Sell
28,565
-1,421
-5% -$452K 3.89% 6
2022
Q2 		$9.23M Buy
29,986
+7,386
+33% +$2.42M 4.29% 3
2022
Q1 		$8.21M Hold
22,600
– – 3.69% 4
2021
Q4 		$8.21M Buy
22,600
+784
+4% +$279K 3.69% 4
2021
Q3 		$7.38M Buy
21,816
+386
+2% +$135K 4.15% 5
2021
Q2 		$7.39M Buy
21,430
+2,947
+16% +$1.01M 4.31% 6
2021
Q1 		$6.25M Buy
+18,483
New +$5.83M 4.06% 6

Other funds holding DIA

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
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
JBA
Johnson Bixby & Associates Vancouver, Washington $896M AUM 16.62% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return