Falcon Wealth Planning's ownership history for DFAW

Falcon Wealth Planning currently holds 11.3K shares with a market value of $837.5K. It started holding DFAW on 2024-09-30. At its peak, it held 11.8K shares on 2025-06-30. Its highest holding value was $847.0K on 2025-09-30. At its lowest, it held 7.0K shares on 2024-09-30, with a value of $442.0K on 2024-09-30. In the recent 180 days, Falcon Wealth Planning has decreased its shares by 517. In the recent year, Falcon Wealth Planning has decreased its shares by 162.