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Disclosery

Financial Engines Advisors L.L.C.: DFAT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Financial Engines Advisors L.L.C. on DFAT, newest first. How the timeline and the estimate are built.

Financial Engines Advisors L.L.C. held 302,749 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 302,749 shares
    Change vs previous 13F -22,931 shares

    0.04% of the 13F portfolio, value $21,162,155.

    13F-HR 0001214659-26-010131 filed by Financial Engines Advisors L.L.C.
    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 325,680 shares
    Change vs previous 13F -16,808 shares

    0.04% of the 13F portfolio, value $20,338,716.

    13F-HR 0001214659-26-006143 filed by Financial Engines Advisors L.L.C.
    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 342,488 shares
    Change vs previous 13F -2,696 shares

    0.04% of the 13F portfolio, value $20,391,736.

    13F-HR 0001214659-26-001606 filed by Financial Engines Advisors L.L.C.
    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 345,184 shares
    Change vs previous 13F +6,289 shares

    0.04% of the 13F portfolio, value $20,093,161.

    13F-HR 0001214659-25-016774 filed by Financial Engines Advisors L.L.C.
    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 338,895 shares
    Change vs previous 13F -54,571 shares

    0.04% of the 13F portfolio, value $18,287,000.

    13F-HR 0001214659-25-012011 filed by Financial Engines Advisors L.L.C.
    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 393,466 shares
    Change vs previous 13F -5,172 shares

    0.04% of the 13F portfolio, value $20,260,060.

    13F-HR 0001214659-25-007384 filed by Financial Engines Advisors L.L.C.
    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 398,638 shares
    Change vs previous 13F +122,341 shares

    0.05% of the 13F portfolio, value $22,188,209.

    13F-HR 0001214659-25-002426 filed by Financial Engines Advisors L.L.C.
    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 276,297 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $15,370,409.

    13F-HR 0001214659-24-018676 filed by Financial Engines Advisors L.L.C.
    Filed (acceptance time not in the bulk data set), ingested

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