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Disclosery

Evensky & Katz LLC: DFEM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evensky & Katz LLC on DFEM, newest first. How the timeline and the estimate are built.

Evensky & Katz LLC held 2,286,699 DFEM shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,286,699 shares
    Change vs previous 13F -76,506 shares

    4.8% of the 13F portfolio, value $92,931,000.

    13F-HR 0001357867-26-000008 filed by Evensky & Katz 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 2,363,205 shares
    Change vs previous 13F -52,099 shares

    4.64% of the 13F portfolio, value $81,649,000.

    13F-HR 0001357867-26-000006 filed by Evensky & Katz 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 2,415,304 shares
    Change vs previous 13F -13,878 shares

    4.51% of the 13F portfolio, value $79,898,000.

    13F-HR 0001357867-26-000003 filed by Evensky & Katz 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 2,429,182 shares
    Change vs previous 13F +8,980 shares

    4.52% of the 13F portfolio, value $77,904,000.

    13F-HR 0001357867-25-000011 filed by Evensky & Katz 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 2,420,202 shares
    Change vs previous 13F -16,018 shares

    4.39% of the 13F portfolio, value $71,832,000.

    13F-HR 0001357867-25-000005 filed by Evensky & Katz 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 2,436,220 shares
    Change vs previous 13F +99,698 shares

    4.32% of the 13F portfolio, value $64,462,000.

    13F-HR 0001357867-25-000004 filed by Evensky & Katz 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 2,336,522 shares
    Change vs previous 13F +57,099 shares

    4% of the 13F portfolio, value $61,194,000.

    13F-HR 0001357867-25-000003 filed by Evensky & Katz 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 2,279,423 shares
    Change vs previous 13F not available

    4.18% of the 13F portfolio, value $64,166,000.

    13F-HR 0001357867-24-000006 filed by Evensky & Katz LLC
    Filed (acceptance time not in the bulk data set), ingested

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