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Fermata Advisors, LLC: DFAI position timeline

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

Fermata Advisors, LLC held 334,737 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 334,737 shares
    Change vs previous 13F +7,422 shares

    2.79% of the 13F portfolio, value $13,807,908.

    13F-HR 0001859259-26-000003 filed by Fermata 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 ended2026-03-31
    13F 327,315 shares
    Change vs previous 13F -20,506 shares

    2.87% of the 13F portfolio, value $12,752,203.

    13F-HR 0001859259-26-000002 filed by Fermata 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 ended2025-12-31
    13F 347,821 shares
    Change vs previous 13F -2,672 shares

    3.18% of the 13F portfolio, value $13,255,450.

    13F-HR 0001859259-26-000001 filed by Fermata 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 ended2025-09-30
    13F 350,493 shares
    Change vs previous 13F +38,303 shares

    3.23% of the 13F portfolio, value $12,740,431.

    13F-HR 0001085146-25-005870 filed by Fermata 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 ended2025-06-30
    13F 312,190 shares
    Change vs previous 13F +38,493 shares

    2.88% of the 13F portfolio, value $10,792,391.

    13F-HR 0001085146-25-003629 filed by Fermata 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 ended2025-03-31
    13F 273,697 shares
    Change vs previous 13F +43,769 shares

    1.55% of the 13F portfolio, value $8,547,568.

    13F-HR 0001085146-25-002025 filed by Fermata 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 ended2024-12-31
    13F 229,928 shares
    Change vs previous 13F +41,450 shares

    1.25% of the 13F portfolio, value $6,713,903.

    13F-HR 0001085146-25-000208 filed by Fermata 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 ended2024-09-30
    13F 188,478 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $5,989,822.

    13F-HR 0001085146-24-004755 filed by Fermata Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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