USAdvisors Wealth Management, LLC: DFAI position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of USAdvisors Wealth Management, LLC on DFAI, newest first. How the timeline and the estimate are built.
USAdvisors Wealth Management, LLC held 39,722 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 39,722 sharesChange vs previous 13F +1,425 shares
0.47% of the 13F portfolio, value $1,638,000.
13F-HR 0001735605-26-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 38,297 sharesChange vs previous 13F -233 shares
0.48% of the 13F portfolio, value $1,449,000.
13F-HR 0001735605-26-000002 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 38,530 sharesChange vs previous 13F +1,011 shares
0.48% of the 13F portfolio, value $1,468,000.
13F-HR 0001735605-26-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 37,519 sharesChange vs previous 13F +2,247 shares
0.47% of the 13F portfolio, value $1,363,000.
13F-HR 0001735605-25-000007 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 35,272 sharesChange vs previous 13F -421 shares
0.45% of the 13F portfolio, value $1,219,000.
13F-HR 0001735605-25-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 35,693 sharesChange vs previous 13F -12,387 shares
0.39% of the 13F portfolio, value $1,114,000.
13F-HR 0001735605-25-000003 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 48,080 sharesChange vs previous 13F +1,144 shares
0.46% of the 13F portfolio, value $1,403,000.
13F-HR 0001735605-25-000001 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 46,936 sharesChange vs previous 13F not available
0.52% of the 13F portfolio, value $1,495,000.
13F-HR 0001735605-24-000004 filed by USAdvisors Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).