Skip to content
Disclosery

CAPTRUST FINANCIAL ADVISORS: DFAI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 417,786 DFAI 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 417,786 shares
    Change vs previous 13F -25,773 shares

    0.03% of the 13F portfolio, value $17,233,680.

    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 443,559 shares
    Change vs previous 13F -388 shares

    0.03% of the 13F portfolio, value $17,281,056.

    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 443,947 shares
    Change vs previous 13F -75,873 shares

    0.03% of the 13F portfolio, value $16,918,808.

    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 519,820 shares
    Change vs previous 13F -62,556 shares

    0.04% of the 13F portfolio, value $18,895,449.

    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 582,376 shares
    Change vs previous 13F -2,366 shares

    0.04% of the 13F portfolio, value $20,132,755.

    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 584,742 shares
    Change vs previous 13F -33,339 shares

    0.05% of the 13F portfolio, value $18,261,502.

    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 618,081 shares
    Change vs previous 13F -18,532 shares

    0.05% of the 13F portfolio, value $18,047,978.

    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 636,613 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $20,231,558.

    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).