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Forvis Mazars Wealth Advisors, LLC: DFAU position timeline

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

Forvis Mazars Wealth Advisors, LLC held 174,794 DFAU shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 174,794 shares
    Change vs previous 13F -57,392 shares

    0.15% of the 13F portfolio, value $9,152,210.

    13F-HR 0001352864-26-000014 filed by Forvis Mazars Wealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 232,186 shares
    Change vs previous 13F -16,098 shares

    0.2% of the 13F portfolio, value $12,001,683.

    13F-HR 0001352864-26-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 248,284 shares
    Change vs previous 13F -53,993 shares

    0.21% of the 13F portfolio, value $11,202,577.

    13F-HR 0001352864-26-000002 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 302,277 shares
    Change vs previous 13F -26,963 shares

    0.27% of the 13F portfolio, value $14,146,554.

    13F-HR 0001352864-26-000001 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 329,240 shares
    Change vs previous 13F -47,669 shares

    0.3% of the 13F portfolio, value $15,066,009.

    13F-HR 0001352864-25-000006 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 376,909 shares
    Change vs previous 13F -126,685 shares

    0.34% of the 13F portfolio, value $15,965,847.

    13F-HR 0001085146-25-004245 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 503,594 shares
    Change vs previous 13F -242,814 shares

    0.46% of the 13F portfolio, value $19,358,165.

    13F-HR 0001085146-25-003049 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 746,408 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $30,222,060.

    13F-HR 0001085146-25-000729 filed by Forvis Mazars Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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