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Disclosery

Shira Ridge Wealth Management: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Shira Ridge Wealth Management on DFAU, newest first. How the timeline and the estimate are built.

Shira Ridge Wealth Management held 565,399 DFAU shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 565,399 shares
    Change vs previous 13F -3,490 shares

    10.29% of the 13F portfolio, value $29,604,300.

    13F-HR 0001754960-26-000834 filed by Shira Ridge Wealth Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 568,889 shares
    Change vs previous 13F +4,568 shares

    10.26% of the 13F portfolio, value $29,405,883.

    13F-HR 0001754960-26-000452 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 564,321 shares
    Change vs previous 13F +9,900 shares

    10.08% of the 13F portfolio, value $25,462,169.

    13F-HR 0001754960-26-000222 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 554,421 shares
    Change vs previous 13F +33,653 shares

    10.42% of the 13F portfolio, value $25,946,905.

    13F-HR 0001754960-26-000022 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 520,768 shares
    Change vs previous 13F +7,621 shares

    10.11% of the 13F portfolio, value $23,830,341.

    13F-HR 0001754960-25-000690 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 513,147 shares
    Change vs previous 13F -12,467 shares

    9.93% of the 13F portfolio, value $21,736,901.

    13F-HR 0001754960-25-000346 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 525,614 shares
    Change vs previous 13F +4,297 shares

    10.07% of the 13F portfolio, value $20,204,593.

    13F-HR 0001754960-25-000187 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 521,317 shares
    Change vs previous 13F not available

    10.33% of the 13F portfolio, value $21,108,112.

    13F-HR 0001754960-25-000010 filed by Shira Ridge Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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