Skip to content
Disclosery

EXENCIAL WEALTH ADVISORS, LLC: DFAI position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 353,457 DFAI 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 353,457 shares
    Change vs previous 13F -11,580 shares

    0.43% of the 13F portfolio, value $13,770,681.

    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 365,037 shares
    Change vs previous 13F +1,569 shares

    0.44% of the 13F portfolio, value $13,911,554.

    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 363,468 shares
    Change vs previous 13F +6,406 shares

    0.43% of the 13F portfolio, value $13,212,066.

    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 357,062 shares
    Change vs previous 13F +4,936 shares

    0.43% of the 13F portfolio, value $12,343,622.

    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 352,126 shares
    Change vs previous 13F -6,491 shares

    0.41% of the 13F portfolio, value $10,996,890.

    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 358,617 shares
    Change vs previous 13F +29,096 shares

    0.39% of the 13F portfolio, value $10,471,610.

    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 329,521 shares
    Change vs previous 13F -3,729 shares

    0.38% of the 13F portfolio, value $10,472,171.

    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 333,250 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $9,887,524.

    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).