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Livermore
Livermore
ZHEN

Evensky & Katz LLC

SEC CIK
0001357867
Latest filing
Jul 22, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Evensky & Katz LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DIA overviewAll 13F holders of DIAFull Q2 2026 holdings

Shares (Q2 2026)
462
Value
$241.0K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Evensky & Katz LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026462$241.0K<0.1%00.0%UnchangedHolders
Q1 2026462$214.0K<0.1%00.0%UnchangedHolders
Q4 2025462$222.0K<0.1%00.0%UnchangedHolders
Q3 2025462$214.0K<0.1%−21−4.3%ReducedHolders
Q2 2025483$213.0K<0.1%00.0%UnchangedHolders
Q1 2025483$203.0K<0.1%−148−23.5%ReducedHolders
Q4 2024631$268.0K<0.1%−34−5.1%ReducedHolders
Q3 2024665$281.0K<0.1%−77−10.4%ReducedHolders
Q2 2024742$290.0K<0.1%+3+0.4%AddedHolders
Q1 2024739$294.0K<0.1%+6+0.8%AddedHolders
Q4 2023733$276.0K<0.1%+29+4.1%AddedHolders
Q3 2023704$236.0K<0.1%+3+0.4%AddedHolders
Q2 2023701$241.0K<0.1%+3+0.4%AddedHolders
Q1 2023698$232.0K<0.1%+4+0.6%AddedHolders
Q4 2022694$230.0K<0.1%+1+0.1%AddedHolders
Q3 2022693$199.0K<0.1%00.0%UnchangedHolders
Q2 2022693$213.0K<0.1%00.0%UnchangedHolders
Q1 2022693$240.0K<0.1%−96−12.2%ReducedHolders
Q4 2021789$287.0K<0.1%00.0%UnchangedHolders
Q3 2021789$267.0K<0.1%00.0%UnchangedHolders
Q2 2021789$272.0K<0.1%00.0%UnchangedHolders
Q1 2021789$261.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.