FineMark National Bank & Trust: DFAI position timeline

FineMark National Bank & Trust held 60,751 DFAI shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

1. period ended2025-12-31

   13F 60,751 shares

   Change vs previous 13F +11,427 shares

   0.07% of the 13F portfolio, value $2,315,220.

   13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
   Filed 2026-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

2. period ended2025-09-30

   13F 49,324 shares

   Change vs previous 13F +23,040 shares

   0.06% of the 13F portfolio, value $1,792,927.

   13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

3. period ended2025-06-30

   13F 26,284 shares

   Change vs previous 13F +16,133 shares

   0.03% of the 13F portfolio, value $908,637.

   13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
   Filed 2025-08-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

4. period ended2025-03-31

   13F 10,151 shares

   Change vs previous 13F +1,106 shares

   0.01% of the 13F portfolio, value $317,015.

   13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
   Filed 2025-05-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

5. period ended2024-12-31

   13F 9,045 shares

   Change vs previous 13F +200 shares

   0.01% of the 13F portfolio, value $264,114.

   13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
   Filed 2025-02-11 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

6. period ended2024-09-30

   13F 8,845 shares

   Change vs previous 13F +1,745 shares

   0.01% of the 13F portfolio, value $281,094.

   13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

7. period ended2024-06-30

   13F 7,100 shares

   Change vs previous 13F not available

   0.01% of the 13F portfolio, value $210,657.

   13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
   Filed 2024-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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