Luminvest Wealth Management LLC: DFAU position timeline

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

Luminvest Wealth Management LLC held 10,342 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

period ended2026-06-30
13F 10,342 shares
Change vs previous 13F -406 shares
0.12% of the 13F portfolio, value $534,578.
13F-HR 0002036517-26-000004 filed by Luminvest Wealth Management LLC
Filed 2026-07-29 (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).
period ended2026-03-31
13F 10,748 shares
Change vs previous 13F not available
0.13% of the 13F portfolio, value $484,950.
13F-HR 0002036517-26-000002 filed by Luminvest Wealth Management LLC
Filed 2026-05-01 (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).