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Disclosery

Marshall Financial Group, LLC: DFAU position timeline

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

Marshall Financial Group, LLC held 36,958 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 36,958 shares
    Change vs previous 13F -239 shares

    0.28% of the 13F portfolio, value $1,910,359.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, 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 37,197 shares
    Change vs previous 13F -442 shares

    0.27% of the 13F portfolio, value $1,678,329.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, 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 37,639 shares
    Change vs previous 13F -585 shares

    0.34% of the 13F portfolio, value $1,761,505.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, 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 38,224 shares
    Change vs previous 13F +81 shares

    0.34% of the 13F portfolio, value $1,749,130.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, 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 38,143 shares
    Change vs previous 13F -6,463 shares

    0.32% of the 13F portfolio, value $1,627,180.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, 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 44,606 shares
    Change vs previous 13F -9,983 shares

    0.37% of the 13F portfolio, value $1,714,655.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, 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 54,589 shares
    Change vs previous 13F -4,308 shares

    0.54% of the 13F portfolio, value $2,210,309.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, 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 58,897 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,337,622.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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