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Austin Wealth Management, LLC: DFAI position timeline

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

Austin Wealth Management, LLC held 591,035 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 591,035 shares
    Change vs previous 13F +15,486 shares

    5.16% of the 13F portfolio, value $24,439,297.

    13F-HR 0002003112-26-000007 filed by Austin Wealth Management, 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 575,549 shares
    Change vs previous 13F -339,271 shares

    5.17% of the 13F portfolio, value $22,762,959.

    13F-HR 0002003112-26-000004 filed by Austin Wealth Management, 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 914,820 shares
    Change vs previous 13F +62,971 shares

    5.25% of the 13F portfolio, value $35,559,045.

    13F-HR 0002003112-26-000001 filed by Austin Wealth Management, 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 851,849 shares
    Change vs previous 13F +87,250 shares

    4.89% of the 13F portfolio, value $31,169,152.

    13F-HR 0002003112-25-000004 filed by Austin Wealth Management, 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 764,599 shares
    Change vs previous 13F +289,074 shares

    4.64% of the 13F portfolio, value $26,065,169.

    13F-HR 0001085146-25-004694 filed by Austin Wealth Management, 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 475,525 shares
    Change vs previous 13F +79,153 shares

    3.05% of the 13F portfolio, value $15,212,045.

    13F-HR 0001085146-25-002519 filed by Austin Wealth Management, 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 396,372 shares
    Change vs previous 13F +62,761 shares

    2.43% of the 13F portfolio, value $11,716,766.

    13F-HR 0001085146-25-000924 filed by Austin Wealth Management, 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 333,611 shares
    Change vs previous 13F not available

    2.29% of the 13F portfolio, value $10,425,330.

    13F-HR 0001085146-24-005175 filed by Austin Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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