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Dodds Wealth, LLC: DFAI position timeline

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

Dodds Wealth, LLC held 140,970 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,970 shares
    Change vs previous 13F -4,063 shares

    1.31% of the 13F portfolio, value $5,815,020.

    13F-HR 0001973728-26-000004 filed by Dodds Wealth, 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 145,033 shares
    Change vs previous 13F -4,315 shares

    1.39% of the 13F portfolio, value $5,650,484.

    13F-HR 0001973728-26-000003 filed by Dodds Wealth, 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 149,348 shares
    Change vs previous 13F +543 shares

    1.4% of the 13F portfolio, value $5,691,656.

    13F-HR 0001973728-26-000002 filed by Dodds Wealth, 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 148,805 shares
    Change vs previous 13F -29 shares

    1.34% of the 13F portfolio, value $5,409,059.

    13F-HR 0001973728-25-000007 filed by Dodds Wealth, 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 148,834 shares
    Change vs previous 13F -5,506 shares

    1.38% of the 13F portfolio, value $5,145,176.

    13F-HR 0001973728-25-000005 filed by Dodds Wealth, 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 154,340 shares
    Change vs previous 13F -1,934 shares

    1.57% of the 13F portfolio, value $4,820,041.

    13F-HR 0001973728-25-000003 filed by Dodds Wealth, 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 156,274 shares
    Change vs previous 13F -19,958 shares

    1.51% of the 13F portfolio, value $4,696,026.

    13F-HR 0001973728-25-000001 filed by Dodds Wealth, 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 176,232 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $5,493,147.

    13F-HR 0001973728-24-000007 filed by Dodds Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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