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Great Point Wealth Advisors, LLC: DFAI position timeline

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

Great Point Wealth Advisors, LLC held 1,274,802 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,274,802 shares
    Change vs previous 13F +48,361 shares

    8.49% of the 13F portfolio, value $52,585,573.

    13F-HR 0001760304-26-000005 filed by Great Point Wealth 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 1,226,441 shares
    Change vs previous 13F +4,909 shares

    8.82% of the 13F portfolio, value $47,782,123.

    13F-HR 0001760304-26-000004 filed by Great Point Wealth 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 1,221,532 shares
    Change vs previous 13F -41,975 shares

    8.5% of the 13F portfolio, value $46,552,569.

    13F-HR 0001760304-26-000002 filed by Great Point Wealth 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 1,263,507 shares
    Change vs previous 13F -54,608 shares

    8.63% of the 13F portfolio, value $45,928,483.

    13F-HR 0001760304-25-000007 filed by Great Point Wealth 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 ended2025-03-31
    13F 1,318,115 shares
    Change vs previous 13F -3,787 shares

    8.91% of the 13F portfolio, value $41,164,728.

    13F-HR 0001760304-25-000003 filed by Great Point Wealth 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 ended2024-12-31
    13F 1,321,902 shares
    Change vs previous 13F +78,174 shares

    8.44% of the 13F portfolio, value $38,599,533.

    13F-HR 0001760304-25-000002 filed by Great Point Wealth 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 ended2024-09-30
    13F 1,243,728 shares
    Change vs previous 13F not available

    8.44% of the 13F portfolio, value $39,525,691.

    13F-HR 0001760304-24-000008 filed by Great Point Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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