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Retirement Financial Solutions, LLC

SEC CIK
0001962532
Latest filing
Jul 30, 2026

DIA holding history

SPDR Dow Jones Industrial Average ETF Trust in every 13F filed by Retirement Financial Solutions, 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)
25,945
Value
$13.6M
% of portfolio
3.3%
Quarters held
6
Since Q1 2025
Holdings of DIA by Retirement Financial Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202625,945$13.6M3.3%+1,839+7.6%AddedHolders
Q1 202624,106$11.2M3.2%−11,312−31.9%ReducedHolders
Q4 202535,418$17.0M5.0%+2,684+8.2%AddedHolders
Q3 202532,734$15.2M3.1%+4,420+15.6%AddedHolders
Q2 202528,314$12.5M4.4%+6,195+28.0%AddedHolders
Q1 202522,119$9.29M3.6%+22,119NewHolders