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Morling Financial Advisors, LLC: DFAI position timeline

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

Morling Financial Advisors, LLC held 375,773 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 375,773 shares
    Change vs previous 13F +6,486 shares

    4.32% of the 13F portfolio, value $15,500,617.

    13F-HR 0001398344-26-013695 filed by Morling Financial Advisors, 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 369,287 shares
    Change vs previous 13F +10,666 shares

    4.43% of the 13F portfolio, value $14,387,418.

    13F-HR 0001398344-26-008544 filed by Morling Financial Advisors, 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 358,621 shares
    Change vs previous 13F +13,126 shares

    4.31% of the 13F portfolio, value $13,667,055.

    13F-HR 0001398344-26-002388 filed by Morling Financial Advisors, 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 345,495 shares
    Change vs previous 13F +11,344 shares

    4.17% of the 13F portfolio, value $12,558,732.

    13F-HR 0001398344-25-020301 filed by Morling Financial Advisors, 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 334,151 shares
    Change vs previous 13F -12,917 shares

    3.79% of the 13F portfolio, value $11,551,596.

    13F-HR 0001398344-25-014968 filed by Morling Financial Advisors, 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 347,068 shares
    Change vs previous 13F +15,317 shares

    3.73% of the 13F portfolio, value $10,838,919.

    13F-HR 0001398344-25-008787 filed by Morling Financial Advisors, 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 331,751 shares
    Change vs previous 13F +49,154 shares

    3.38% of the 13F portfolio, value $9,687,126.

    13F-HR 0001398344-25-002229 filed by Morling Financial Advisors, 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 282,597 shares
    Change vs previous 13F not available

    3.42% of the 13F portfolio, value $8,980,940.

    13F-HR 0001398344-24-019000 filed by Morling Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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