AE Wealth Management LLC: DFAE position timeline

AE Wealth Management LLC held 290,795 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 290,795 shares

   Change vs previous 13F +3,239 shares

   0.05% of the 13F portfolio, value $11,692,876.

   13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 287,556 shares

   Change vs previous 13F +5,325 shares

   0.05% of the 13F portfolio, value $9,736,641.

   13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 282,231 shares

   Change vs previous 13F -18,439 shares

   0.05% of the 13F portfolio, value $9,192,252.

   13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 300,670 shares

   Change vs previous 13F -15,794 shares

   0.06% of the 13F portfolio, value $9,480,067.

   13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 316,464 shares

   Change vs previous 13F +33,008 shares

   0.07% of the 13F portfolio, value $9,161,653.

   13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
   Filed 2025-08-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 283,456 shares

   Change vs previous 13F +23,183 shares

   0.06% of the 13F portfolio, value $7,338,717.

   13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 260,273 shares

   Change vs previous 13F +29,347 shares

   0.06% of the 13F portfolio, value $6,603,151.

   13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
   Filed 2025-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 230,926 shares

   Change vs previous 13F not available

   0.06% of the 13F portfolio, value $6,329,670.

   13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).