BetterWealth, LLC: DFAX position timeline

BetterWealth, LLC held 1,808,735 DFAX 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 1,808,735 shares

   Change vs previous 13F -13,593 shares

   11.79% of the 13F portfolio, value $66,633,788.

   13F-HR 0002085853-26-000799 filed by BetterWealth, LLC
   Filed 2026-07-22 (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 1,822,328 shares

   Change vs previous 13F +1,675 shares

   12.14% of the 13F portfolio, value $61,904,498.

   13F-HR 0002085853-26-000492 filed by BetterWealth, LLC
   Filed 2026-04-24 (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 1,820,653 shares

   Change vs previous 13F +19,464 shares

   13.59% of the 13F portfolio, value $59,589,976.

   13F-HR 0001911702-26-000001 filed by BetterWealth, LLC
   Filed 2026-01-15 (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 1,801,189 shares

   Change vs previous 13F -29,022 shares

   13.46% of the 13F portfolio, value $56,521,324.

   13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
   Filed 2025-10-21 (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 1,830,211 shares

   Change vs previous 13F +35,318 shares

   13.77% of the 13F portfolio, value $53,753,309.

   13F-HR 0001085146-25-003797 filed by BetterWealth, LLC
   Filed 2025-07-14 (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 1,794,893 shares

   Change vs previous 13F +40,175 shares

   13.2% of the 13F portfolio, value $47,026,208.

   13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
   Filed 2025-04-28 (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 1,754,718 shares

   Change vs previous 13F +832,926 shares

   12.02% of the 13F portfolio, value $43,622,293.

   13F-HR 0001085146-25-000425 filed by BetterWealth, LLC
   Filed 2025-01-23 (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 921,792 shares

   Change vs previous 13F not available

   7.36% of the 13F portfolio, value $24,897,598.

   13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
   Filed 2024-10-22 (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).