Position in DXYZ
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,494,080
-$139,500 QoQ
Shares Held
58,000
-4.9% QoQ
Ownership
0.190%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#16
of 153 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in DXYZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026AA Financial Advisors, LLC holds $5,109,727 across 4 Asset Management names. DXYZ ranks #2 (29.2% of the industry book) .
All Filings in DXYZ
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,494,080 | 58,000 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,633,580 | 61,000 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,144,100 | 70,000 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||