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EXENCIAL WEALTH ADVISORS, LLC: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of EXENCIAL WEALTH ADVISORS, LLC on DFAC, newest first. How the timeline and the estimate are built.

EXENCIAL WEALTH ADVISORS, LLC held 58,692 DFAC shares at 2026-03-31 per its 13F-HR filed 2026-04-28.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 58,692 shares
    Change vs previous 13F -5,281 shares

    0.07% of the 13F portfolio, value $2,280,774.

    13F-HR 0001576151-26-000006 filed by EXENCIAL WEALTH ADVISORS, 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 63,973 shares
    Change vs previous 13F -5,331 shares

    0.08% of the 13F portfolio, value $2,532,701.

    13F-HR 0001576151-26-000003 filed by EXENCIAL WEALTH ADVISORS, 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 69,304 shares
    Change vs previous 13F -1,336 shares

    0.09% of the 13F portfolio, value $2,673,054.

    13F-HR 0001576151-25-000022 filed by EXENCIAL WEALTH ADVISORS, 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 70,640 shares
    Change vs previous 13F +768 shares

    0.09% of the 13F portfolio, value $2,531,737.

    13F-HR 0001576151-25-000014 filed by EXENCIAL WEALTH ADVISORS, 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 69,872 shares
    Change vs previous 13F +16,731 shares

    0.09% of the 13F portfolio, value $2,305,087.

    13F-HR 0001576151-25-000010 filed by EXENCIAL WEALTH ADVISORS, 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 53,141 shares
    Change vs previous 13F +16,152 shares

    0.07% of the 13F portfolio, value $1,838,145.

    13F-HR 0001576151-25-000004 filed by EXENCIAL WEALTH ADVISORS, 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 36,989 shares
    Change vs previous 13F +887 shares

    0.05% of the 13F portfolio, value $1,268,339.

    13F-HR 0001576151-24-000009 filed by EXENCIAL WEALTH ADVISORS, 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 36,102 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $1,163,921.

    13F-HR 0001576151-24-000005 filed by EXENCIAL WEALTH ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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