Skip to content
Disclosery

Kaufman Rossin Wealth, LLC: DFAU position timeline

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

Kaufman Rossin Wealth, LLC held 31,940 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 31,940 shares
    Change vs previous 13F -94 shares

    0.79% of the 13F portfolio, value $1,660,255.

    13F-HR 0001725547-26-000232 filed by Kaufman Rossin Wealth, 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 32,034 shares
    Change vs previous 13F -776 shares

    0.83% of the 13F portfolio, value $1,445,384.

    13F-HR 0001725547-26-000143 filed by Kaufman Rossin Wealth, 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 32,810 shares
    Change vs previous 13F -649 shares

    0.8% of the 13F portfolio, value $1,535,508.

    13F-HR 0001725547-26-000021 filed by Kaufman Rossin Wealth, 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 33,459 shares
    Change vs previous 13F 0 shares

    0.84% of the 13F portfolio, value $1,531,084.

    13F-HR 0001725547-25-004113 filed by Kaufman Rossin Wealth, 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 33,459 shares
    Change vs previous 13F -1,773 shares

    0.9% of the 13F portfolio, value $1,417,323.

    13F-HR 0001725547-25-003408 filed by Kaufman Rossin Wealth, 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 35,232 shares
    Change vs previous 13F 0 shares

    0.97% of the 13F portfolio, value $1,354,318.

    13F-HR 0001725547-25-002245 filed by Kaufman Rossin Wealth, 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 35,232 shares
    Change vs previous 13F not available

    1.47% of the 13F portfolio, value $1,426,544.

    13F-HR 0001725547-25-000164 filed by Kaufman Rossin Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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