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Aquire Wealth Advisors, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aquire Wealth Advisors, LLC on DFAU, newest first. How the timeline and the estimate are built.

Aquire Wealth Advisors, LLC held 3,613,432 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,613,432 shares
    Change vs previous 13F +195,004 shares

    42.84% of the 13F portfolio, value $186,778,301.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 3,418,428 shares
    Change vs previous 13F +102,457 shares

    40.56% of the 13F portfolio, value $154,239,458.

    13F-HR 0001172661-26-001464 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 3,315,971 shares
    Change vs previous 13F -289,397 shares

    40.39% of the 13F portfolio, value $155,187,465.

    13F-HR 0001172661-26-000032 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 3,605,368 shares
    Change vs previous 13F +143,579 shares

    40.64% of the 13F portfolio, value $164,981,674.

    13F-HR 0001172661-25-004321 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 3,461,789 shares
    Change vs previous 13F -295,494 shares

    39.41% of the 13F portfolio, value $146,641,382.

    13F-HR 0001172661-25-002675 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 3,757,283 shares
    Change vs previous 13F +140,869 shares

    44.45% of the 13F portfolio, value $144,429,968.

    13F-HR 0001172661-25-001630 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,616,414 shares
    Change vs previous 13F +121,187 shares

    45.35% of the 13F portfolio, value $146,428,627.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,495,227 shares
    Change vs previous 13F not available

    43.55% of the 13F portfolio, value $138,725,599.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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