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EXENCIAL WEALTH ADVISORS, LLC: DFAE position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 335,680 DFAE 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 335,680 shares
    Change vs previous 13F +3,297 shares

    0.35% of the 13F portfolio, value $11,366,135.

    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 332,383 shares
    Change vs previous 13F -4,267 shares

    0.34% of the 13F portfolio, value $10,825,714.

    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 336,650 shares
    Change vs previous 13F +8,796 shares

    0.35% of the 13F portfolio, value $10,614,570.

    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 327,854 shares
    Change vs previous 13F +510 shares

    0.33% of the 13F portfolio, value $9,491,361.

    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 327,344 shares
    Change vs previous 13F -263 shares

    0.31% of the 13F portfolio, value $8,474,943.

    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 327,607 shares
    Change vs previous 13F +18,089 shares

    0.31% of the 13F portfolio, value $8,311,391.

    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 309,518 shares
    Change vs previous 13F -4,127 shares

    0.31% of the 13F portfolio, value $8,483,889.

    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 313,645 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $8,114,001.

    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).