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Disclosery

Marshall Financial Group, LLC: DFAI position timeline

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

Marshall Financial Group, LLC held 24,098 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 24,098 shares
    Change vs previous 13F -783 shares

    0.14% of the 13F portfolio, value $994,043.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, 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 24,881 shares
    Change vs previous 13F -381 shares

    0.16% of the 13F portfolio, value $969,364.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, 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 25,262 shares
    Change vs previous 13F -1,083 shares

    0.19% of the 13F portfolio, value $962,735.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, 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 26,345 shares
    Change vs previous 13F +358 shares

    0.19% of the 13F portfolio, value $957,641.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, 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 25,987 shares
    Change vs previous 13F -1,458 shares

    0.17% of the 13F portfolio, value $891,614.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, 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 27,445 shares
    Change vs previous 13F -12,719 shares

    0.19% of the 13F portfolio, value $857,107.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, 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 40,164 shares
    Change vs previous 13F -493 shares

    0.28% of the 13F portfolio, value $1,172,789.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, 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 40,657 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,292,079.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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