SPDR Dow Jones Industrial Average ETF shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR Dow Jones Industrial Average ETF
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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 17k | 423.12 |
| 2024-06-30 | $6.6M | 17k | 391.13 |
| 2024-03-31 | $7.3M | 18k | 397.77 |
| 2023-12-31 | $7.7M | 21k | 376.87 |
| 2023-09-30 | $7.1M | 21k | 334.94 |
| 2023-06-30 | $7.6M | 21k | 367.32 |
| 2023-03-31 | $6.1M | 24k | 252.04 |
| 2022-12-31 | $7.1M | 22k | 331.33 |
| 2022-09-30 | $5.5M | 19k | 287.30 |
| 2022-06-30 | $6.1M | 20k | 307.81 |
| 2022-03-31 | $991k | 2.9k | 346.75 |
| 2021-12-31 | $447k | 1.2k | 363.41 |
| 2021-09-30 | $281k | 2.7k | 102.82 |
| 2021-06-30 | $257k | 746 | 344.50 |
| 2021-03-31 | $213k | 646 | 329.72 |
| 2019-03-31 | $698k | 2.7k | 259.29 |
| 2018-12-31 | $653k | 2.8k | 233.21 |
| 2018-09-30 | $562k | 2.1k | 264.47 |
| 2018-06-30 | $516k | 2.1k | 242.82 |
| 2018-03-31 | $513k | 2.1k | 241.41 |
| 2017-12-31 | $542k | 2.2k | 247.49 |
| 2017-09-30 | $476k | 2.1k | 224.00 |
| 2017-06-30 | $453k | 2.1k | 213.18 |
| 2017-03-31 | $424k | 2.1k | 206.33 |
| 2016-12-31 | $409k | 2.1k | 197.68 |
| 2016-09-30 | $512k | 2.8k | 182.86 |
| 2016-06-30 | $500k | 2.8k | 178.83 |
| 2016-03-31 | $475k | 2.7k | 176.51 |
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