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Disclosery

Advantage Trust Co: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advantage Trust Co on DFAI, newest first. How the timeline and the estimate are built.

Advantage Trust Co held 442,318 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 442,318 shares
    Change vs previous 13F +5,096 shares

    6.42% of the 13F portfolio, value $18,245,618.

    13F-HR 0002009346-26-000004 filed by Advantage Trust Co
    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 437,222 shares
    Change vs previous 13F -6,419 shares

    7.63% of the 13F portfolio, value $17,034,169.

    13F-HR 0002009346-26-000002 filed by Advantage Trust Co
    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 443,641 shares
    Change vs previous 13F +4,797 shares

    7.62% of the 13F portfolio, value $16,907,159.

    13F-HR 0002009346-26-000001 filed by Advantage Trust Co
    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 438,844 shares
    Change vs previous 13F +16,720 shares

    7.21% of the 13F portfolio, value $15,951,979.

    13F-HR 0002009346-25-000009 filed by Advantage Trust Co
    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 422,124 shares
    Change vs previous 13F +4,420 shares

    7.19% of the 13F portfolio, value $14,592,827.

    13F-HR 0002009346-25-000006 filed by Advantage Trust Co
    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 417,704 shares
    Change vs previous 13F +3,225 shares

    7.91% of the 13F portfolio, value $13,044,896.

    13F-HR 0002009346-25-000004 filed by Advantage Trust Co
    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 414,479 shares
    Change vs previous 13F not available

    7.12% of the 13F portfolio, value $12,102,786.

    13F-HR 0002009346-25-000001 filed by Advantage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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