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Livermore
Livermore
ZHEN

Marshall Financial Group LLC

SEC CIK
0001841496
Latest filing
Jul 17, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Marshall Financial Group 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)
808
Value
$422.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of DIA by Marshall Financial Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026808$422.2K0.1%−6−0.7%ReducedHolders
Q1 2026814$377.1K0.1%+19+2.4%AddedHolders
Q4 2025795$382.1K0.1%00.0%UnchangedHolders
Q3 2025795$368.8K0.1%−2−0.3%ReducedHolders
Q2 2025797$354.0K0.1%+30+3.9%AddedHolders
Q1 2025767$322.1K0.1%+106+16.0%AddedHolders
Q4 2024661$281.3K0.1%00.0%UnchangedHolders
Q3 2024661$279.7K0.1%+11+1.7%AddedHolders
Q2 2024650$254.2K0.1%00.0%UnchangedHolders
Q1 2024650$258.5K0.1%00.0%UnchangedHolders
Q4 2023650$245.0K0.1%00.0%UnchangedHolders
Q3 2023650$217.7K0.1%00.0%UnchangedHolders
Q2 2023650$223.5K0.1%00.0%UnchangedHolders
Q1 2023650$216.2K0.1%−70−9.7%ReducedHolders
Q4 2022720$238.6K0.1%−16−2.2%ReducedHolders
Q3 2022736$211.0K0.1%−6−0.8%ReducedHolders
Q2 2022742$228.0K0.1%00.0%UnchangedHolders
Q1 2022742$257.0K0.1%00.0%UnchangedHolders
Q4 2021742$270.0K0.1%−25−3.3%ReducedHolders
Q3 2021767$259.0K0.1%00.0%UnchangedHolders
Q2 2021767$265.0K0.1%00.0%UnchangedHolders
Q1 2021767$253.0K0.2%––Holders

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