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Disclosery

Evanson Asset Management, LLC: DFAI position timeline

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

Evanson Asset Management, LLC held 652,779 DFAI shares at 2026-03-31 per its 13F-HR filed 2026-04-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 652,779 shares
    Change vs previous 13F +49,417 shares

    1.37% of the 13F portfolio, value $25,432,259.

    13F-HR 0001626379-26-000002 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 603,362 shares
    Change vs previous 13F +37,448 shares

    1.24% of the 13F portfolio, value $22,994,138.

    13F-HR 0001626379-26-000001 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 565,914 shares
    Change vs previous 13F +20,485 shares

    1.16% of the 13F portfolio, value $20,570,960.

    13F-HR 0001085146-25-005927 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 545,429 shares
    Change vs previous 13F +12,786 shares

    1.17% of the 13F portfolio, value $18,855,477.

    13F-HR 0001085146-25-003862 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 532,643 shares
    Change vs previous 13F -31,984 shares

    1.18% of the 13F portfolio, value $16,634,445.

    13F-HR 0001085146-25-002223 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 564,627 shares
    Change vs previous 13F +37,177 shares

    1.13% of the 13F portfolio, value $16,487,110.

    13F-HR 0001085146-25-000238 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 527,450 shares
    Change vs previous 13F +24,234 shares

    1.18% of the 13F portfolio, value $16,762,372.

    13F-HR 0001085146-24-004669 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 503,216 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $14,930,411.

    13F-HR 0001085146-24-002926 filed by Evanson Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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