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Livermore
Livermore
ZHEN

Beacon Pointe Advisors, LLC

SEC CIK
0001744317
Latest filing
Aug 18, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Beacon Pointe Advisors, 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)
20,082
Value
$10.5M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Beacon Pointe Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202620,082$10.5M<0.1%−280−1.4%ReducedHolders
Q1 202620,362$9.43M0.1%+2,063+11.3%AddedHolders
Q4 202518,299$8.79M0.1%+569+3.2%AddedHolders
Q3 202517,730$8.22M0.1%−919−4.9%ReducedHolders
Q2 202518,649$8.22M0.1%+998+5.7%AddedHolders
Q1 202517,651$7.41M0.1%+17+0.1%AddedHolders
Q4 202417,634$7.50M0.1%+249+1.4%AddedHolders
Q3 202417,385$7.36M0.1%−2,181−11.1%ReducedHolders
Q2 202419,566$7.65M0.1%−400−2.0%ReducedHolders
Q1 202419,966$7.94M0.1%+1,120+5.9%AddedHolders
Q4 202318,846$7.10M0.1%+8,710+85.9%AddedHolders
Q3 202310,136$3.40M<0.1%+4,381+76.1%AddedHolders
Q2 20235,755$1.98M<0.1%−2,008−25.9%ReducedHolders
Q1 20237,763$2.58M<0.1%+1,083+16.2%AddedHolders
Q4 20226,680$2.21M<0.1%+347+5.5%AddedHolders
Q3 20226,333$1.82M<0.1%+46+0.7%AddedHolders
Q2 20226,287$1.93M<0.1%−395−5.9%ReducedHolders
Q1 20226,682$2.32M<0.1%+4,717+240.1%AddedHolders
Q4 20211,965$714.0K<0.1%−3,061−60.9%ReducedHolders
Q3 20215,026$1.70M<0.1%+3,011+149.4%AddedHolders
Q2 20212,015$695.0K<0.1%+50+2.5%AddedHolders
Q1 20211,965$648.0K<0.1%––Holders

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