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SPDR Dow Jones Industrial Average ETF shares owned by Forum Financial Management

Quarter-by-quarter ownership of SPDR Dow Jones Industrial Average ETF (DIA) shares owned by Forum Financial Management from 13F filings

Historical chart of Forum Financial Management investment in SPDR Dow Jones Industrial Average ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Dow Jones Industrial Average ETF held by Forum Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Dow Jones Industrial Average ETF by Forum Financial Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 2.9k 376.88
2023-09-30 $1.4M 4.2k 334.94
2023-06-30 $755k 2.2k 343.83
2022-12-31 $237k 716 331.14

More positions owned by Forum Financial Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl High Profit (DIHP)
Amgen (AMGN)
Dimensional Etf Trust Us Equity Etf (DFUS)
Apple (AAPL)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr National Mun Etf (MUB)
Old Second Ban (OSBC)

View all positions for Forum Financial Management

Top funds holding SPDR Dow Jones Industrial Average ETF

Citadel Advisors
Bank of America Corporation
Goldman Sachs Group
Millennium Management
Royal Bank of Canada
Wells Fargo & Company
Flat Footed
Citigroup
UBS Group
Jane Street
Balyasny Asset Management
Bank Of Montreal
Gts Securities
Parallax Volatility Advisers
Churchill Management Corp.

View all funds holding SPDR Dow Jones Industrial Average ETF