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Disclosery

Evensky & Katz LLC: DFIC position timeline

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

Evensky & Katz LLC held 6,091,469 DFIC 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 6,091,469 shares
    Change vs previous 13F +35,920 shares

    11.72% of the 13F portfolio, value $226,968,000.

    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 6,055,549 shares
    Change vs previous 13F -148,354 shares

    12.24% of the 13F portfolio, value $215,154,000.

    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 6,203,903 shares
    Change vs previous 13F +47,957 shares

    12.06% of the 13F portfolio, value $213,787,000.

    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 6,155,946 shares
    Change vs previous 13F +9,785 shares

    11.71% of the 13F portfolio, value $201,853,000.

    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 6,146,161 shares
    Change vs previous 13F -173,447 shares

    11.67% of the 13F portfolio, value $191,084,000.

    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 6,319,608 shares
    Change vs previous 13F +188,462 shares

    11.77% of the 13F portfolio, value $175,496,000.

    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 6,131,146 shares
    Change vs previous 13F +230,527 shares

    10.37% of the 13F portfolio, value $158,459,000.

    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 5,900,619 shares
    Change vs previous 13F not available

    10.81% of the 13F portfolio, value $166,043,000.

    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).