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VSM Wealth Advisory, LLC: DFAU position timeline

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

VSM Wealth Advisory, LLC held 226,108 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 226,108 shares
    Change vs previous 13F +3,975 shares

    3.1% of the 13F portfolio, value $11,687,520.

    13F-HR 0002050660-26-000003 filed by VSM Wealth Advisory, 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 222,133 shares
    Change vs previous 13F +7,586 shares

    2.99% of the 13F portfolio, value $10,022,624.

    13F-HR 0002050660-26-000002 filed by VSM Wealth Advisory, 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 214,547 shares
    Change vs previous 13F +2,775 shares

    3.01% of the 13F portfolio, value $10,028,609.

    13F-HR 0002050660-26-000001 filed by VSM Wealth Advisory, 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 211,772 shares
    Change vs previous 13F +98,367 shares

    3.01% of the 13F portfolio, value $9,690,691.

    13F-HR 0002050660-25-000007 filed by VSM Wealth Advisory, 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 113,405 shares
    Change vs previous 13F -85,905 shares

    2.51% of the 13F portfolio, value $7,600,388.

    13F-HR 0002050660-25-000006 filed by VSM Wealth Advisory, 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 199,310 shares
    Change vs previous 13F +13,270 shares

    2.75% of the 13F portfolio, value $7,661,485.

    13F-HR 0002050660-25-000003 filed by VSM Wealth Advisory, 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 186,040 shares
    Change vs previous 13F not available

    2.69% of the 13F portfolio, value $7,532,757.

    13F-HR 0002050660-25-000002 filed by VSM Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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