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Great Point Wealth Advisors, LLC: DFAU position timeline

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

Great Point Wealth Advisors, LLC held 306,263 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 306,263 shares
    Change vs previous 13F -1,904 shares

    2.56% of the 13F portfolio, value $15,830,744.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth Advisors, 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 308,167 shares
    Change vs previous 13F -1,303 shares

    2.57% of the 13F portfolio, value $13,904,504.

    13F-HR 0001760304-26-000004 filed by Great Point 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 ended2025-12-31
    13F 309,470 shares
    Change vs previous 13F -3,386 shares

    2.64% of the 13F portfolio, value $14,483,205.

    13F-HR 0001760304-26-000002 filed by Great Point 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 ended2025-09-30
    13F 312,856 shares
    Change vs previous 13F -6,831 shares

    2.69% of the 13F portfolio, value $14,316,299.

    13F-HR 0001760304-25-000007 filed by Great Point 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 ended2025-03-31
    13F 319,687 shares
    Change vs previous 13F -2,650 shares

    2.66% of the 13F portfolio, value $12,288,768.

    13F-HR 0001760304-25-000003 filed by Great Point 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 ended2024-12-31
    13F 322,337 shares
    Change vs previous 13F -1,790 shares

    2.85% of the 13F portfolio, value $13,051,425.

    13F-HR 0001760304-25-000002 filed by Great Point 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 ended2024-09-30
    13F 324,127 shares
    Change vs previous 13F not available

    2.75% of the 13F portfolio, value $12,864,601.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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