MilWealth Group LLC: DFAX position timeline

MilWealth Group LLC held 670,634 DFAX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 670,634 shares

   Change vs previous 13F -4,046 shares

   5.27% of the 13F portfolio, value $24,706,166.

   13F-HR 0001972750-26-000005 filed by MilWealth Group LLC
   Filed 2026-08-03 (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).

2. period ended2026-03-31

   13F 674,680 shares

   Change vs previous 13F -15,051 shares

   5.46% of the 13F portfolio, value $22,918,882.

   13F-HR 0001972750-26-000004 filed by MilWealth Group 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).

3. period ended2025-12-31

   13F 689,731 shares

   Change vs previous 13F -5,459 shares

   5.37% of the 13F portfolio, value $22,574,898.

   13F-HR 0001972750-26-000001 filed by MilWealth Group LLC
   Filed 2026-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 695,190 shares

   Change vs previous 13F -6,262 shares

   5.32% of the 13F portfolio, value $21,815,064.

   13F-HR 0001972750-25-000008 filed by MilWealth Group LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 701,452 shares

   Change vs previous 13F -8,347 shares

   5.31% of the 13F portfolio, value $20,601,647.

   13F-HR 0001972750-25-000006 filed by MilWealth Group LLC
   Filed 2025-08-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 709,799 shares

   Change vs previous 13F +3,805 shares

   5.12% of the 13F portfolio, value $18,596,735.

   13F-HR 0001972750-25-000004 filed by MilWealth Group LLC
   Filed 2025-05-01 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 705,994 shares

   Change vs previous 13F +443,863 shares

   4.79% of the 13F portfolio, value $17,551,005.

   13F-HR 0001972750-25-000002 filed by MilWealth Group LLC
   Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 262,131 shares

   Change vs previous 13F not available

   2.08% of the 13F portfolio, value $7,080,147.

   13F-HR 0001972750-24-000004 filed by MilWealth Group LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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