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Disclosery

Lutz Financial Services LLC: DFAC position timeline

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

Lutz Financial Services LLC held 928,322 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 928,322 shares
    Change vs previous 13F +8,711 shares

    2.51% of the 13F portfolio, value $41,180,355.

    13F-HR 0001737112-26-000005 filed by Lutz Financial Services 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 919,611 shares
    Change vs previous 13F +22,665 shares

    2.4% of the 13F portfolio, value $35,736,071.

    13F-HR 0001737112-26-000003 filed by Lutz Financial Services 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 896,946 shares
    Change vs previous 13F +60,481 shares

    2.42% of the 13F portfolio, value $35,510,083.

    13F-HR 0001737112-26-000002 filed by Lutz Financial Services 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 836,465 shares
    Change vs previous 13F +15,572 shares

    2.34% of the 13F portfolio, value $32,262,453.

    13F-HR 0001737112-25-000008 filed by Lutz Financial Services 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 820,893 shares
    Change vs previous 13F +14,216 shares

    2.28% of the 13F portfolio, value $29,420,808.

    13F-HR 0001737112-25-000007 filed by Lutz Financial Services 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 806,677 shares
    Change vs previous 13F +33,347 shares

    2.18% of the 13F portfolio, value $26,612,261.

    13F-HR 0001737112-25-000005 filed by Lutz Financial Services 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 773,330 shares
    Change vs previous 13F +1,977 shares

    2.16% of the 13F portfolio, value $26,749,491.

    13F-HR 0001737112-25-000002 filed by Lutz Financial Services 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 771,353 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $26,449,697.

    13F-HR 0001737112-24-000007 filed by Lutz Financial Services LLC
    Filed (acceptance time not in the bulk data set), ingested

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