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Highland Financial Advisors, LLC: DFAU position timeline

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

Highland Financial Advisors, LLC held 794,482 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 794,482 shares
    Change vs previous 13F -15,771 shares

    9.03% of the 13F portfolio, value $41,066,772.

    13F-HR 0002063364-26-000184 filed by Highland Financial 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 810,253 shares
    Change vs previous 13F +65,925 shares

    9.65% of the 13F portfolio, value $36,558,624.

    13F-HR 0002063364-26-000113 filed by Highland Financial 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 744,328 shares
    Change vs previous 13F +16,349 shares

    9.66% of the 13F portfolio, value $34,834,573.

    13F-HR 0002063364-26-000024 filed by Highland Financial 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 727,979 shares
    Change vs previous 13F +33,684 shares

    9.55% of the 13F portfolio, value $33,312,313.

    13F-HR 0002063364-25-000254 filed by Highland Financial 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 ended2025-06-30
    13F 694,295 shares
    Change vs previous 13F +15,643 shares

    9.44% of the 13F portfolio, value $29,410,317.

    13F-HR 0002063364-25-000133 filed by Highland Financial 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 ended2025-03-31
    13F 678,652 shares
    Change vs previous 13F +42,375 shares

    9.33% of the 13F portfolio, value $26,087,365.

    13F-HR 0002063364-25-000011 filed by Highland Financial 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 ended2024-12-31
    13F 636,277 shares
    Change vs previous 13F +11,531 shares

    8.92% of the 13F portfolio, value $25,763,000.

    13F-HR 0001939237-25-000002 filed by Highland Financial 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 ended2024-09-30
    13F 624,746 shares
    Change vs previous 13F not available

    8.81% of the 13F portfolio, value $24,796,000.

    13F-HR 0001939237-24-000012 filed by Highland Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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