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Disclosery

WPWealth LLP: DFAU position timeline

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

WPWealth LLP held 1,826,859 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,826,859 shares
    Change vs previous 13F -35,243 shares

    14.01% of the 13F portfolio, value $94,430,352.

    13F-HR 0001950118-26-000003 filed by WPWealth LLP
    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 1,862,102 shares
    Change vs previous 13F +97,042 shares

    12.84% of the 13F portfolio, value $84,018,047.

    13F-HR 0001950118-26-000002 filed by WPWealth LLP
    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 1,765,060 shares
    Change vs previous 13F +124,607 shares

    12.93% of the 13F portfolio, value $82,604,825.

    13F-HR 0001950118-26-000001 filed by WPWealth LLP
    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 1,640,453 shares
    Change vs previous 13F +161,915 shares

    12.27% of the 13F portfolio, value $75,067,140.

    13F-HR 0001950118-25-000005 filed by WPWealth LLP
    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 1,478,538 shares
    Change vs previous 13F +191,920 shares

    11.3% of the 13F portfolio, value $62,630,850.

    13F-HR 0001950118-25-000002 filed by WPWealth LLP
    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 1,286,618 shares
    Change vs previous 13F +61,249 shares

    9.77% of the 13F portfolio, value $49,457,593.

    13F-HR 0001950118-25-000003 filed by WPWealth LLP
    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 1,225,369 shares
    Change vs previous 13F +57,993 shares

    10.14% of the 13F portfolio, value $49,615,175.

    13F-HR 0001950118-25-000001 filed by WPWealth LLP
    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 1,167,376 shares
    Change vs previous 13F not available

    9.61% of the 13F portfolio, value $46,333,157.

    13F-HR 0001950118-24-000008 filed by WPWealth LLP
    Filed (acceptance time not in the bulk data set), ingested

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