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Focus Partners Wealth: DFAU position timeline

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

Focus Partners Wealth held 5,316,307 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,316,307 shares
    Change vs previous 13F -22,609 shares

    0.25% of the 13F portfolio, value $274,799,935.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,539,244 shares
    • Focus Partners Advisor Solutions, LLC: 1,777,063 shares

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

  2. period ended2026-03-31
    13F 5,338,916 shares
    Change vs previous 13F +342,101 shares

    0.24% of the 13F portfolio, value $240,858,784.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,513,024 shares
    • Focus Partners Advisor Solutions, LLC: 1,825,892 shares

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

  3. period ended2025-12-31
    13F 4,996,815 shares
    Change vs previous 13F +88,428 shares

    0.24% of the 13F portfolio, value $233,850,960.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 3,382,769 shares
    • Focus Partners Advisor Solutions, LLC: 1,614,046 shares

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

  4. period ended2025-09-30
    13F 4,908,387 shares
    Change vs previous 13F +496,926 shares

    0.32% of the 13F portfolio, value $225,798,069.

    13F-HR 0001868872-25-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,328,209 shares
    • Focus Partners Advisor Solutions, LLC: 2,580,178 shares

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

  5. period ended2025-06-30
    13F 4,411,461 shares
    Change vs previous 13F +1,448,316 shares

    0.35% of the 13F portfolio, value $186,869,495.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,336,891 shares
    • Focus Partners Advisor Solutions, LLC: 2,074,570 shares

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

  6. period ended2025-03-31
    13F/A 2,963,145 shares
    Change vs previous 13F +564,579 shares

    0.24% of the 13F portfolio, value $113,903,282.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,014,003 shares
    • Focus Partners Advisor Solutions, LLC: 949,142 shares

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

  7. period ended2024-12-31
    13F/A 2,398,566 shares
    Change vs previous 13F +42,685 shares

    0.22% of the 13F portfolio, value $97,117,972.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,660,236 shares
    • Focus Partners Advisor Solutions, LLC: 738,330 shares

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

  8. period ended2024-09-30
    13F 2,355,881 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $93,504,919.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,673,014 shares
    • Focus Partners Advisor Solutions, LLC: 682,867 shares

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