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Disclosery

MATHER GROUP, LLC.: DFSV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MATHER GROUP, LLC. on DFSV, newest first. How the timeline and the estimate are built.

MATHER GROUP, LLC. held 6,632,230 DFSV 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 6,632,230 shares
    Change vs previous 13F +64,419 shares

    2.24% of the 13F portfolio, value $257,264,221.

    13F-HR 0001527641-26-000004 filed by MATHER 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 6,567,811 shares
    Change vs previous 13F -48,369 shares

    2.3% of the 13F portfolio, value $230,136,091.

    13F-HR 0001527641-26-000003 filed by MATHER 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 6,616,180 shares
    Change vs previous 13F +105,207 shares

    2.24% of the 13F portfolio, value $217,606,151.

    13F-HR 0001527641-26-000001 filed by MATHER 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 6,510,973 shares
    Change vs previous 13F +48,244 shares

    2.09% of the 13F portfolio, value $207,309,378.

    13F-HR 0001527641-25-000008 filed by MATHER 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 6,462,729 shares
    Change vs previous 13F +1,452,290 shares

    2.03% of the 13F portfolio, value $190,198,133.

    13F-HR 0001527641-25-000006 filed by MATHER 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 5,010,439 shares
    Change vs previous 13F +835,585 shares

    1.63% of the 13F portfolio, value $141,043,849.

    13F-HR 0001527641-25-000005 filed by MATHER 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 4,174,854 shares
    Change vs previous 13F +1,204,884 shares

    1.67% of the 13F portfolio, value $128,501,999.

    13F-HR 0001527641-25-000002 filed by MATHER 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 2,969,970 shares
    Change vs previous 13F not available

    1.17% of the 13F portfolio, value $91,475,060.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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