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CAPTRUST FINANCIAL ADVISORS: DSI position timeline

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

CAPTRUST FINANCIAL ADVISORS held 177,439 DSI 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 177,439 shares
    Change vs previous 13F +3,295 shares

    0.04% of the 13F portfolio, value $25,265,469.

    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 174,144 shares
    Change vs previous 13F -5,387 shares

    0.04% of the 13F portfolio, value $21,104,516.

    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 179,531 shares
    Change vs previous 13F +30,557 shares

    0.04% of the 13F portfolio, value $23,128,954.

    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 148,974 shares
    Change vs previous 13F -2,919 shares

    0.04% of the 13F portfolio, value $18,763,296.

    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 151,893 shares
    Change vs previous 13F +3,096 shares

    0.04% of the 13F portfolio, value $17,643,929.

    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 148,797 shares
    Change vs previous 13F +4,241 shares

    0.04% of the 13F portfolio, value $15,238,255.

    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 144,556 shares
    Change vs previous 13F -3,088 shares

    0.05% of the 13F portfolio, value $15,937,263.

    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 147,644 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $16,062,159.

    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).