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Beckerman Institutional, LLC: DFAI position timeline

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

Beckerman Institutional, LLC held 313,991 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 313,991 shares
    Change vs previous 13F +19,520 shares

    6.16% of the 13F portfolio, value $12,952,159.

    13F-HR 0002043468-26-000003 filed by Beckerman Institutional, 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 294,471 shares
    Change vs previous 13F +21,408 shares

    6.1% of the 13F portfolio, value $11,472,568.

    13F-HR 0002043468-26-000002 filed by Beckerman Institutional, 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 273,063 shares
    Change vs previous 13F +24,541 shares

    5.84% of the 13F portfolio, value $10,406,444.

    13F-HR 0002043468-26-000001 filed by Beckerman Institutional, 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 248,522 shares
    Change vs previous 13F +33,054 shares

    5.32% of the 13F portfolio, value $9,033,804.

    13F-HR 0002043468-25-000006 filed by Beckerman Institutional, 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 215,468 shares
    Change vs previous 13F +28,987 shares

    4.95% of the 13F portfolio, value $7,449,000.

    13F-HR 0002043468-25-000004 filed by Beckerman Institutional, 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 186,481 shares
    Change vs previous 13F +16,562 shares

    4.22% of the 13F portfolio, value $5,824,000.

    13F-HR 0002043468-25-000003 filed by Beckerman Institutional, 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 169,919 shares
    Change vs previous 13F +13,781 shares

    3.97% of the 13F portfolio, value $4,962,000.

    13F-HR 0002043468-25-000001 filed by Beckerman Institutional, 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 156,138 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $4,962,000.

    13F-HR 0002043468-24-000001 filed by Beckerman Institutional, LLC
    Filed (acceptance time not in the bulk data set), ingested

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