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Disclosery

Glassman Wealth Services: DFAC position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Glassman Wealth Services on DFAC, newest first. How the timeline and the estimate are built.

Glassman Wealth Services held 1,631,862 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,631,862 shares
    Change vs previous 13F +54,937 shares

    8.67% of the 13F portfolio, value $72,389,418.

    13F-HR 0001642160-26-000005 filed by Glassman Wealth Services
    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 1,576,925 shares
    Change vs previous 13F +47,945 shares

    8.33% of the 13F portfolio, value $61,279,323.

    13F-HR 0001642160-26-000003 filed by Glassman Wealth Services
    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 1,528,980 shares
    Change vs previous 13F +22,952 shares

    8.17% of the 13F portfolio, value $60,532,320.

    13F-HR 0001642160-26-000001 filed by Glassman Wealth Services
    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 1,506,028 shares
    Change vs previous 13F +40,617 shares

    8.16% of the 13F portfolio, value $58,087,509.

    13F-HR 0001642160-25-000008 filed by Glassman Wealth Services
    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 1,465,411 shares
    Change vs previous 13F +81,668 shares

    8.04% of the 13F portfolio, value $52,520,326.

    13F-HR 0001642160-25-000007 filed by Glassman Wealth Services
    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 1,383,743 shares
    Change vs previous 13F +43,989 shares

    7.64% of the 13F portfolio, value $45,649,694.

    13F-HR 0001642160-25-000003 filed by Glassman Wealth Services
    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 1,339,754 shares
    Change vs previous 13F +52,956 shares

    7.8% of the 13F portfolio, value $46,342,093.

    13F-HR 0001642160-25-000002 filed by Glassman Wealth Services
    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 1,286,798 shares
    Change vs previous 13F not available

    7.52% of the 13F portfolio, value $44,124,296.

    13F-HR 0001642160-24-000006 filed by Glassman Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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