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Aquire Wealth Advisors, LLC: DFAI position timeline

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

Aquire Wealth Advisors, LLC held 1,314,008 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,314,008 shares
    Change vs previous 13F +94,252 shares

    12.43% of the 13F portfolio, value $54,202,837.

    13F-HR 0001172661-26-003106 filed by Aquire Wealth 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 1,219,756 shares
    Change vs previous 13F +11,759 shares

    12.5% of the 13F portfolio, value $47,521,704.

    13F-HR 0001172661-26-001464 filed by Aquire Wealth 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 1,207,997 shares
    Change vs previous 13F -41,325 shares

    11.98% of the 13F portfolio, value $46,036,752.

    13F-HR 0001172661-26-000032 filed by Aquire Wealth 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 1,249,322 shares
    Change vs previous 13F +49,934 shares

    11.19% of the 13F portfolio, value $45,412,890.

    13F-HR 0001172661-25-004321 filed by Aquire Wealth 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 1,199,388 shares
    Change vs previous 13F -146,638 shares

    11.14% of the 13F portfolio, value $41,462,828.

    13F-HR 0001172661-25-002675 filed by Aquire Wealth 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 1,346,026 shares
    Change vs previous 13F +46,799 shares

    12.94% of the 13F portfolio, value $42,036,401.

    13F-HR 0001172661-25-001630 filed by Aquire Wealth 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 1,299,227 shares
    Change vs previous 13F +97,110 shares

    11.75% of the 13F portfolio, value $37,937,428.

    13F-HR 0001172661-25-000757 filed by Aquire Wealth 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 1,202,117 shares
    Change vs previous 13F not available

    11.99% of the 13F portfolio, value $38,203,284.

    13F-HR 0001172661-24-004452 filed by Aquire Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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