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Rockbridge Investment Management, LCC: DFAC position timeline

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

Rockbridge Investment Management, LCC held 3,841,280 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,841,280 shares
    Change vs previous 13F +27,177 shares

    13.84% of the 13F portfolio, value $170,399,182.

    13F-HR 0001214659-26-010428 filed by Rockbridge Investment Management, LCC
    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 3,814,103 shares
    Change vs previous 13F +285,292 shares

    13.32% of the 13F portfolio, value $148,216,041.

    13F-HR 0001214659-26-006169 filed by Rockbridge Investment Management, LCC
    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 3,528,811 shares
    Change vs previous 13F +143,932 shares

    12.99% of the 13F portfolio, value $139,705,629.

    13F-HR 0001214659-26-001184 filed by Rockbridge Investment Management, LCC
    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 3,384,879 shares
    Change vs previous 13F +94,956 shares

    12.89% of the 13F portfolio, value $130,554,793.

    13F-HR 0001214659-25-016284 filed by Rockbridge Investment Management, LCC
    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 3,289,923 shares
    Change vs previous 13F +214,035 shares

    12.64% of the 13F portfolio, value $117,910,842.

    13F-HR 0001214659-25-011791 filed by Rockbridge Investment Management, LCC
    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 3,075,888 shares
    Change vs previous 13F +915,289 shares

    12.01% of the 13F portfolio, value $101,473,552.

    13F-HR 0001214659-25-007589 filed by Rockbridge Investment Management, LCC
    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 2,160,599 shares
    Change vs previous 13F +152,657 shares

    9.58% of the 13F portfolio, value $74,735,131.

    13F-HR 0001214659-25-002433 filed by Rockbridge Investment Management, LCC
    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 2,007,942 shares
    Change vs previous 13F not available

    8.92% of the 13F portfolio, value $68,852,343.

    13F-HR 0001214659-24-018259 filed by Rockbridge Investment Management, LCC
    Filed (acceptance time not in the bulk data set), ingested

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