SpringVest Wealth Management LLC: DFAI position timeline

SpringVest Wealth Management LLC held 223,646 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 223,646 shares

   Change vs previous 13F +3,963 shares

   5.8% of the 13F portfolio, value $9,225,415.

   13F-HR 0002058986-26-000005 filed by SpringVest Wealth Management LLC
   Filed 2026-07-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 219,683 shares

   Change vs previous 13F +10,194 shares

   5.85% of the 13F portfolio, value $8,558,866.

   13F-HR 0002058986-26-000004 filed by SpringVest Wealth Management LLC
   Filed 2026-04-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 209,489 shares

   Change vs previous 13F +36,136 shares

   5.56% of the 13F portfolio, value $7,983,611.

   13F-HR 0002058986-26-000001 filed by SpringVest Wealth Management LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 173,353 shares

   Change vs previous 13F +18,926 shares

   4.63% of the 13F portfolio, value $6,301,369.

   13F-HR 0002058986-25-000003 filed by SpringVest Wealth Management LLC
   Filed 2025-11-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 154,427 shares

   Change vs previous 13F +17,731 shares

   4.32% of the 13F portfolio, value $5,338,550.

   13F-HR 0001085146-25-004068 filed by SpringVest Wealth Management LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 136,696 shares

   Change vs previous 13F +6,236 shares

   3.54% of the 13F portfolio, value $4,269,009.

   13F-HR 0001085146-25-002663 filed by SpringVest Wealth Management LLC
   Filed 2025-05-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 130,460 shares

   Change vs previous 13F not available

   3.26% of the 13F portfolio, value $3,809,439.

   13F-HR 0001085146-25-001822 filed by SpringVest Wealth Management LLC
   Filed 2025-03-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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