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GeoWealth Management, LLC: DFAI position timeline

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

GeoWealth Management, LLC held 188,696 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 188,696 shares
    Change vs previous 13F -38,799 shares

    0.24% of the 13F portfolio, value $7,783,719.

    13F-HR 0001593387-26-000006 filed by GeoWealth Management, 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 227,495 shares
    Change vs previous 13F +10,656 shares

    0.32% of the 13F portfolio, value $8,863,186.

    13F-HR 0001593387-26-000004 filed by GeoWealth Management, 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 216,839 shares
    Change vs previous 13F -14,222 shares

    0.3% of the 13F portfolio, value $8,263,742.

    13F-HR 0001593387-26-000002 filed by GeoWealth Management, 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 231,061 shares
    Change vs previous 13F +5,037 shares

    0.31% of the 13F portfolio, value $8,399,066.

    13F-HR 0001593387-25-000007 filed by GeoWealth Management, 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 226,024 shares
    Change vs previous 13F -2,583 shares

    0.31% of the 13F portfolio, value $7,813,629.

    13F-HR 0001593387-25-000006 filed by GeoWealth Management, 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 228,607 shares
    Change vs previous 13F -379,125 shares

    0.29% of the 13F portfolio, value $7,139,394.

    13F-HR 0001593387-25-000004 filed by GeoWealth Management, 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 607,732 shares
    Change vs previous 13F -110,517 shares

    0.58% of the 13F portfolio, value $17,745,783.

    13F-HR 0001593387-25-000002 filed by GeoWealth Management, 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 718,249 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $22,825,943.

    13F-HR 0001593387-24-000007 filed by GeoWealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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