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Disclosery

CAPTRUST FINANCIAL ADVISORS: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on DFAC, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 815,457 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 815,457 shares
    Change vs previous 13F -14,610 shares

    0.06% of the 13F portfolio, value $36,173,651.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 830,067 shares
    Change vs previous 13F -9,196 shares

    0.06% of the 13F portfolio, value $32,252,388.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 839,263 shares
    Change vs previous 13F -2,714 shares

    0.06% of the 13F portfolio, value $33,226,409.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 841,977 shares
    Change vs previous 13F -3,574 shares

    0.07% of the 13F portfolio, value $32,475,062.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 845,551 shares
    Change vs previous 13F -5,617 shares

    0.07% of the 13F portfolio, value $30,304,537.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 851,168 shares
    Change vs previous 13F +13,602 shares

    0.07% of the 13F portfolio, value $28,080,043.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 837,566 shares
    Change vs previous 13F +38,579 shares

    0.08% of the 13F portfolio, value $28,971,424.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 798,987 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $27,397,272.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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