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Disclosery

Wealth Architects, LLC: DFUV position timeline

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

Wealth Architects, LLC held 679,197 DFUV 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 679,197 shares
    Change vs previous 13F -21,098 shares

    2.95% of the 13F portfolio, value $37,362,658.

    13F-HR 0001611518-26-000008 filed by Wealth Architects, 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 700,295 shares
    Change vs previous 13F -10,548 shares

    3.02% of the 13F portfolio, value $33,936,274.

    13F-HR 0001611518-26-000006 filed by Wealth Architects, 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 710,843 shares
    Change vs previous 13F -3,163 shares

    2.98% of the 13F portfolio, value $33,118,155.

    13F-HR 0001611518-26-000003 filed by Wealth Architects, 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 714,006 shares
    Change vs previous 13F -17,235 shares

    3.01% of the 13F portfolio, value $31,908,908.

    13F-HR 0001611518-25-000013 filed by Wealth Architects, 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 731,241 shares
    Change vs previous 13F +18,320 shares

    3.14% of the 13F portfolio, value $30,916,850.

    13F-HR 0001611518-25-000008 filed by Wealth Architects, 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/A 712,921 shares
    Change vs previous 13F +23,593 shares

    3.24% of the 13F portfolio, value $29,379,455.

    13F-HR/A 0001611518-25-000003 filed by Wealth Architects, 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 689,328 shares
    Change vs previous 13F -12,620 shares

    3.18% of the 13F portfolio, value $28,207,282.

    13F-HR 0001581794-25-000006 filed by Wealth Architects, 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 701,948 shares
    Change vs previous 13F not available

    3.31% of the 13F portfolio, value $29,264,192.

    13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
    Filed (acceptance time not in the bulk data set), ingested

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