BetterWealth, LLC: DFEM position timeline

BetterWealth, LLC held 126,772 DFEM 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 126,772 shares

   Change vs previous 13F -995 shares

   0.91% of the 13F portfolio, value $5,152,029.

   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 127,767 shares

   Change vs previous 13F -1,363 shares

   0.87% of the 13F portfolio, value $4,414,362.

   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 129,130 shares

   Change vs previous 13F -1,870 shares

   0.97% of the 13F portfolio, value $4,271,632.

   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 131,000 shares

   Change vs previous 13F -4,292 shares

   1% of the 13F portfolio, value $4,201,177.

   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 135,292 shares

   Change vs previous 13F -3,441 shares

   1.03% of the 13F portfolio, value $4,015,477.

   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 138,733 shares

   Change vs previous 13F -8,907 shares

   1.03% of the 13F portfolio, value $3,670,882.

   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 147,640 shares

   Change vs previous 13F -448,156 shares

   1.07% of the 13F portfolio, value $3,866,693.

   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 595,796 shares

   Change vs previous 13F not available

   4.96% of the 13F portfolio, value $16,771,651.

   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).