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Morling Financial Advisors, LLC: DFAU position timeline

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

Morling Financial Advisors, LLC held 540,576 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 540,576 shares
    Change vs previous 13F +1,701 shares

    7.78% of the 13F portfolio, value $27,942,348.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, 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 538,875 shares
    Change vs previous 13F +8,228 shares

    7.49% of the 13F portfolio, value $24,314,048.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, 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 530,647 shares
    Change vs previous 13F +9,440 shares

    7.83% of the 13F portfolio, value $24,834,275.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, 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 521,207 shares
    Change vs previous 13F +2,510 shares

    7.92% of the 13F portfolio, value $23,850,446.

    13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, 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 518,697 shares
    Change vs previous 13F +5,736 shares

    7.2% of the 13F portfolio, value $21,972,025.

    13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, 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 512,961 shares
    Change vs previous 13F +10,297 shares

    6.79% of the 13F portfolio, value $19,718,205.

    13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, 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 502,664 shares
    Change vs previous 13F +10,891 shares

    7.1% of the 13F portfolio, value $20,352,876.

    13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, 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 491,773 shares
    Change vs previous 13F not available

    7.44% of the 13F portfolio, value $19,518,486.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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