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Disclosery

Jacobsen Capital Management: DFAE position timeline

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

Jacobsen Capital Management held 185,189 DFAE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,189 shares
    Change vs previous 13F +71,165 shares

    2.18% of the 13F portfolio, value $7,446,454.

    13F-HR 0001782491-26-000003 filed by Jacobsen Capital Management
    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 114,024 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $3,860,863.

    13F-HR 0001782491-26-000002 filed by Jacobsen Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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