LIBERTY WEALTH MANAGEMENT LLC: DFAC position timeline

LIBERTY WEALTH MANAGEMENT LLC held 806,981 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 806,981 shares

   Change vs previous 13F 0 shares

   3.92% of the 13F portfolio, value $31,364,444.

   13F-HR 0001769302-26-000003 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 806,981 shares

   Change vs previous 13F +2,487 shares

   3.92% of the 13F portfolio, value $31,364,444.

   13F-HR 0001769302-26-000002 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-05-12 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 804,494 shares

   Change vs previous 13F -40,133 shares

   4.11% of the 13F portfolio, value $31,849,932.

   13F-HR 0001769302-26-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2026-02-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 844,627 shares

   Change vs previous 13F -3,380 shares

   4.59% of the 13F portfolio, value $32,577,270.

   13F-HR 0001769302-25-000008 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 848,007 shares

   Change vs previous 13F -48,012 shares

   4.77% of the 13F portfolio, value $30,399,038.

   13F-HR 0001769302-25-000006 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F/A 896,019 shares

   Change vs previous 13F -11,071 shares

   5.66% of the 13F portfolio, value $29,594,575.

   13F-HR/A 0001769302-25-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-05-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 907,090 shares

   Change vs previous 13F -4,864 shares

   5.23% of the 13F portfolio, value $31,365,655.

   13F-HR 0001769302-25-000001 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 911,954 shares

   Change vs previous 13F not available

   5.31% of the 13F portfolio, value $31,271,000.

   13F-HR 0001769302-24-000005 filed by LIBERTY WEALTH MANAGEMENT LLC
   Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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