Skip to content
Disclosery

One Wealth Advisors, LLC: DMXF position timeline

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

One Wealth Advisors, LLC held 30,151 DMXF 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 30,151 shares
    Change vs previous 13F +745 shares

    0.28% of the 13F portfolio, value $2,550,775.

    13F-HR 0001951757-26-001117 filed by One Wealth 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 29,406 shares
    Change vs previous 13F +15,096 shares

    0.28% of the 13F portfolio, value $2,218,683.

    13F-HR 0001951757-26-000677 filed by One Wealth 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 14,310 shares
    Change vs previous 13F -2,619 shares

    0.13% of the 13F portfolio, value $1,075,540.

    13F-HR 0001951757-26-000328 filed by One Wealth 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 16,929 shares
    Change vs previous 13F -21,084 shares

    0.16% of the 13F portfolio, value $1,282,202.

    13F-HR 0001951757-25-001243 filed by One Wealth 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 38,013 shares
    Change vs previous 13F -985 shares

    0.39% of the 13F portfolio, value $2,829,688.

    13F-HR 0001951757-25-000888 filed by One Wealth 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 38,998 shares
    Change vs previous 13F -18,782 shares

    0.39% of the 13F portfolio, value $2,626,125.

    13F-HR 0001951757-25-000517 filed by One Wealth 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 57,780 shares
    Change vs previous 13F +4,707 shares

    0.55% of the 13F portfolio, value $3,733,744.

    13F-HR 0001951757-25-000129 filed by One Wealth 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 53,073 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $3,823,379.

    13F-HR 0001951757-24-001053 filed by One Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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