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Austin Wealth Management, LLC: DFAU position timeline

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

Austin Wealth Management, LLC held 1,126,791 DFAU 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 1,126,791 shares
    Change vs previous 13F +15,950 shares

    12.26% of the 13F portfolio, value $58,041,013.

    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 1,110,841 shares
    Change vs previous 13F -508,136 shares

    11.53% of the 13F portfolio, value $50,765,448.

    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 1,618,977 shares
    Change vs previous 13F +68,416 shares

    11.37% of the 13F portfolio, value $76,933,805.

    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 1,550,561 shares
    Change vs previous 13F +49,602 shares

    11.13% of the 13F portfolio, value $70,953,691.

    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 1,500,959 shares
    Change vs previous 13F +474,866 shares

    11.57% of the 13F portfolio, value $65,051,571.

    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 1,026,093 shares
    Change vs previous 13F +167,506 shares

    7.71% of the 13F portfolio, value $38,478,501.

    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 858,587 shares
    Change vs previous 13F +150,535 shares

    7.37% of the 13F portfolio, value $35,562,685.

    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 708,052 shares
    Change vs previous 13F not available

    6.1% of the 13F portfolio, value $27,805,208.

    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).