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Beacon Pointe Advisors, LLC: DFAI position timeline

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

Beacon Pointe Advisors, LLC held 2,289,576 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,289,576 shares
    Change vs previous 13F +140,463 shares

    0.44% of the 13F portfolio, value $94,445,025.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe 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 2,149,113 shares
    Change vs previous 13F +185,744 shares

    0.44% of the 13F portfolio, value $83,729,447.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe 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 1,963,369 shares
    Change vs previous 13F +1,671,881 shares

    0.53% of the 13F portfolio, value $74,824,010.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe 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 291,488 shares
    Change vs previous 13F +123,068 shares

    0.09% of the 13F portfolio, value $10,595,599.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe 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 168,420 shares
    Change vs previous 13F -1,712 shares

    0.06% of the 13F portfolio, value $5,822,262.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe 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 170,132 shares
    Change vs previous 13F -17,033 shares

    0.06% of the 13F portfolio, value $5,313,233.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe 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 187,165 shares
    Change vs previous 13F +8,907 shares

    0.06% of the 13F portfolio, value $5,465,206.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe 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 178,258 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $5,665,035.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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