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M Wealth Management, LLC: DFAU position timeline

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

M Wealth Management, LLC held 596,038 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 596,038 shares
    Change vs previous 13F -21,627 shares

    24.2% of the 13F portfolio, value $30,809,204.

    13F-HR 0001172661-26-002811 filed by M Wealth Management, 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 617,665 shares
    Change vs previous 13F +27,681 shares

    23.46% of the 13F portfolio, value $27,869,043.

    13F-HR 0001172661-26-002210 filed by M Wealth Management, 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 589,984 shares
    Change vs previous 13F +461 shares

    24.03% of the 13F portfolio, value $27,611,244.

    13F-HR 0001172661-26-000383 filed by M Wealth Management, 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 589,523 shares
    Change vs previous 13F +8,386 shares

    23.69% of the 13F portfolio, value $26,976,574.

    13F-HR 0001172661-25-004346 filed by M Wealth Management, 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 581,137 shares
    Change vs previous 13F -693 shares

    22.7% of the 13F portfolio, value $24,616,964.

    13F-HR 0001172661-25-003023 filed by M Wealth Management, 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 581,830 shares
    Change vs previous 13F -75,159 shares

    20.84% of the 13F portfolio, value $22,365,546.

    13F-HR 0001172661-25-001922 filed by M Wealth Management, 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 656,989 shares
    Change vs previous 13F not available

    24.29% of the 13F portfolio, value $26,601,485.

    13F-HR 0001172661-25-000326 filed by M Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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