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Disclosery

AE Wealth Management LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on DFAI, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 723,928 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 723,928 shares
    Change vs previous 13F +29,588 shares

    0.14% of the 13F portfolio, value $29,862,066.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    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 694,340 shares
    Change vs previous 13F +20,201 shares

    0.15% of the 13F portfolio, value $27,051,444.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    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 674,139 shares
    Change vs previous 13F -33,857 shares

    0.15% of the 13F portfolio, value $25,691,379.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    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 707,996 shares
    Change vs previous 13F -32,193 shares

    0.16% of the 13F portfolio, value $25,735,630.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    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 740,189 shares
    Change vs previous 13F +91,264 shares

    0.19% of the 13F portfolio, value $25,588,290.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    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 648,925 shares
    Change vs previous 13F +41,854 shares

    0.17% of the 13F portfolio, value $20,265,969.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    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 607,071 shares
    Change vs previous 13F +72,638 shares

    0.15% of the 13F portfolio, value $17,726,461.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    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 534,433 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $16,984,267.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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