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Financial Engines Advisors L.L.C.: DFUV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on DFUV, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 374,528 DFUV shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 374,528 shares
    Change vs previous 13F -11,854 shares

    0.04% of the 13F portfolio, value $20,602,785.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    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 386,382 shares
    Change vs previous 13F -26,149 shares

    0.04% of the 13F portfolio, value $18,724,072.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    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 412,531 shares
    Change vs previous 13F -4,210 shares

    0.04% of the 13F portfolio, value $19,219,819.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    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 416,741 shares
    Change vs previous 13F +1,939 shares

    0.04% of the 13F portfolio, value $18,624,155.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    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 414,802 shares
    Change vs previous 13F -220,711 shares

    0.04% of the 13F portfolio, value $17,538,000.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    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 635,513 shares
    Change vs previous 13F -10,191 shares

    0.06% of the 13F portfolio, value $26,189,965.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    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 645,704 shares
    Change vs previous 13F +241,699 shares

    0.06% of the 13F portfolio, value $26,422,221.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    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 404,005 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $16,842,970.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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