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EXENCIAL WEALTH ADVISORS, LLC: DFEV position timeline

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

EXENCIAL WEALTH ADVISORS, LLC held 832,153 DFEV 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 832,153 shares
    Change vs previous 13F +157,256 shares

    0.93% of the 13F portfolio, value $29,774,450.

    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 674,897 shares
    Change vs previous 13F +101,953 shares

    0.72% of the 13F portfolio, value $22,771,040.

    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 572,944 shares
    Change vs previous 13F +33,449 shares

    0.6% of the 13F portfolio, value $18,271,196.

    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 539,495 shares
    Change vs previous 13F +48,730 shares

    0.57% of the 13F portfolio, value $16,179,449.

    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 490,765 shares
    Change vs previous 13F +48,964 shares

    0.49% of the 13F portfolio, value $13,275,182.

    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 441,801 shares
    Change vs previous 13F +26,548 shares

    0.43% of the 13F portfolio, value $11,579,603.

    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 415,253 shares
    Change vs previous 13F +43,645 shares

    0.43% of the 13F portfolio, value $11,818,114.

    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 371,608 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $10,219,232.

    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).