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Keyes, Stange & Wooten Wealth Management, LLC: DFAI position timeline

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

Keyes, Stange & Wooten Wealth Management, LLC held 779,443 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 779,443 shares
    Change vs previous 13F +19,865 shares

    12.83% of the 13F portfolio, value $32,152,024.

    13F-HR 0001420506-26-001257 filed by Keyes, Stange & Wooten Wealth 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 759,578 shares
    Change vs previous 13F +32,541 shares

    13.21% of the 13F portfolio, value $29,593,169.

    13F-HR 0001420506-26-000745 filed by Keyes, Stange & Wooten Wealth 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 727,037 shares
    Change vs previous 13F -11,965 shares

    13.13% of the 13F portfolio, value $27,707,382.

    13F-HR 0001420506-26-000247 filed by Keyes, Stange & Wooten Wealth 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 739,002 shares
    Change vs previous 13F +13,576 shares

    13% of the 13F portfolio, value $26,862,739.

    13F-HR 0001420506-25-003489 filed by Keyes, Stange & Wooten Wealth 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 725,426 shares
    Change vs previous 13F -7,239 shares

    13.02% of the 13F portfolio, value $25,077,984.

    13F-HR 0001420506-25-001811 filed by Keyes, Stange & Wooten Wealth 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 732,665 shares
    Change vs previous 13F +54,675 shares

    13.01% of the 13F portfolio, value $22,881,113.

    13F-HR 0001420506-25-000869 filed by Keyes, Stange & Wooten Wealth 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 677,990 shares
    Change vs previous 13F +1,772 shares

    11.67% of the 13F portfolio, value $19,797,308.

    13F-HR 0001420506-25-000347 filed by Keyes, Stange & Wooten Wealth 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 676,218 shares
    Change vs previous 13F not available

    12.75% of the 13F portfolio, value $21,490,208.

    13F-HR 0001420506-24-002282 filed by Keyes, Stange & Wooten Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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