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Disclosery

Sensible Money, LLC: DFEV position timeline

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

Sensible Money, LLC held 748,053 DFEV shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 748,053 shares
    Change vs previous 13F -10,779 shares

    8.46% of the 13F portfolio, value $31,917,239.

    13F-HR 0001965229-26-000004 filed by Sensible Money, 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 758,832 shares
    Change vs previous 13F +27,932 shares

    8.26% of the 13F portfolio, value $27,150,996.

    13F-HR 0001965229-26-000002 filed by Sensible Money, 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 730,900 shares
    Change vs previous 13F +19,348 shares

    7.88% of the 13F portfolio, value $24,660,555.

    13F-HR 0001965229-26-000001 filed by Sensible Money, 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 711,552 shares
    Change vs previous 13F +22,941 shares

    7.71% of the 13F portfolio, value $22,691,401.

    13F-HR 0001965229-25-000002 filed by Sensible Money, 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 688,611 shares
    Change vs previous 13F +51,648 shares

    7.83% of the 13F portfolio, value $20,651,440.

    13F-HR 0001085146-25-004508 filed by Sensible Money, 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 636,963 shares
    Change vs previous 13F +39,528 shares

    7.38% of the 13F portfolio, value $17,229,841.

    13F-HR 0001085146-25-003050 filed by Sensible Money, 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 597,435 shares
    Change vs previous 13F +14,949 shares

    6.86% of the 13F portfolio, value $15,658,780.

    13F-HR 0001085146-25-000576 filed by Sensible Money, 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 582,486 shares
    Change vs previous 13F not available

    7.24% of the 13F portfolio, value $16,577,545.

    13F-HR 0001085146-24-004957 filed by Sensible Money, LLC
    Filed (acceptance time not in the bulk data set), ingested

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