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Jacobi Capital Management LLC: DFAU position timeline

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

Jacobi Capital Management LLC held 402,435 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 402,435 shares
    Change vs previous 13F +18,350 shares

    1.02% of the 13F portfolio, value $20,801,849.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital 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 384,085 shares
    Change vs previous 13F +39,413 shares

    0.97% of the 13F portfolio, value $17,329,918.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital 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 344,672 shares
    Change vs previous 13F -672 shares

    0.93% of the 13F portfolio, value $16,130,641.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital 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 345,344 shares
    Change vs previous 13F +23,023 shares

    0.96% of the 13F portfolio, value $15,802,943.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital 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 322,321 shares
    Change vs previous 13F +38,005 shares

    0.91% of the 13F portfolio, value $13,653,499.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital 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 284,316 shares
    Change vs previous 13F +86,084 shares

    0.81% of the 13F portfolio, value $10,929,100.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital 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 198,232 shares
    Change vs previous 13F +20,295 shares

    0.6% of the 13F portfolio, value $8,026,410.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital 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 177,937 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $7,062,314.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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