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Disclosery

MATHER GROUP, LLC.: DFUV position timeline

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

MATHER GROUP, LLC. held 474,836 DFUV 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 474,836 shares
    Change vs previous 13F -3,148 shares

    0.23% of the 13F portfolio, value $26,120,747.

    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 477,984 shares
    Change vs previous 13F -5,088 shares

    0.23% of the 13F portfolio, value $23,163,100.

    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 483,072 shares
    Change vs previous 13F -88,571 shares

    0.23% of the 13F portfolio, value $22,506,330.

    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 571,643 shares
    Change vs previous 13F -19,260 shares

    0.26% of the 13F portfolio, value $25,546,726.

    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 590,903 shares
    Change vs previous 13F -32,034 shares

    0.27% of the 13F portfolio, value $24,983,380.

    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 622,937 shares
    Change vs previous 13F +302,339 shares

    0.3% of the 13F portfolio, value $25,671,223.

    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 320,598 shares
    Change vs previous 13F -21,289 shares

    0.17% of the 13F portfolio, value $13,118,883.

    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 341,887 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,253,242.

    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).