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Disclosery

Marotta Asset Management: DFAC position timeline

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

Marotta Asset Management held 10,186 DFAC shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,186 shares
    Change vs previous 13F -6 shares

    0.08% of the 13F portfolio, value $452,768.

    13F-HR 0001802091-26-000004 filed by Marotta Asset Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 10,192 shares
    Change vs previous 13F -10 shares

    0.08% of the 13F portfolio, value $451,404.

    13F-HR 0001802091-26-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 10,202 shares
    Change vs previous 13F -8 shares

    0.07% of the 13F portfolio, value $399,102.

    13F-HR 0001802091-26-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 10,210 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $404,214.

    13F-HR 0001802091-26-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 10,210 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $394,719.

    13F-HR 0001802091-25-000005 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 10,210 shares
    Change vs previous 13F +31 shares

    0.07% of the 13F portfolio, value $365,926.

    13F-HR 0001802091-25-000003 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 10,179 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $349,038.

    13F-HR 0001802091-25-000002 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,179 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $351,786.

    13F-HR 0001802091-25-000001 filed by Marotta Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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