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Aptus Capital Advisors, LLC: DFAI position timeline

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

Aptus Capital Advisors, LLC held 1,437,130 DFAI 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 1,437,130 shares
    Change vs previous 13F +643,351 shares

    0.43% of the 13F portfolio, value $59,281,613.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 793,779 shares
    Change vs previous 13F +9,134 shares

    0.26% of the 13F portfolio, value $30,925,630.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 784,645 shares
    Change vs previous 13F -3,063 shares

    0.25% of the 13F portfolio, value $29,902,821.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 787,708 shares
    Change vs previous 13F +10,752 shares

    0.26% of the 13F portfolio, value $28,633,186.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 776,956 shares
    Change vs previous 13F -12,045 shares

    0.27% of the 13F portfolio, value $26,859,382.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 789,001 shares
    Change vs previous 13F +6,576 shares

    0.28% of the 13F portfolio, value $24,640,515.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 782,425 shares
    Change vs previous 13F +21,026 shares

    0.27% of the 13F portfolio, value $22,846,799.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 761,399 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $24,197,260.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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