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Strategent Financial, LLC: DFAI position timeline

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

Strategent Financial, LLC held 33,742 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,742 shares
    Change vs previous 13F +733 shares

    0.8% of the 13F portfolio, value $1,391,858.

    13F-HR 0002052737-26-000003 filed by Strategent Financial, 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 33,009 shares
    Change vs previous 13F -1,137 shares

    0.87% of the 13F portfolio, value $1,286,031.

    13F-HR 0002052737-26-000002 filed by Strategent Financial, 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 34,146 shares
    Change vs previous 13F 0 shares

    0.82% of the 13F portfolio, value $1,301,305.

    13F-HR 0002052737-26-000001 filed by Strategent Financial, 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 34,146 shares
    Change vs previous 13F +6,486 shares

    0.89% of the 13F portfolio, value $1,241,208.

    13F-HR 0002052737-25-000006 filed by Strategent Financial, 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 27,660 shares
    Change vs previous 13F +3,656 shares

    0.75% of the 13F portfolio, value $956,207.

    13F-HR 0002052737-25-000005 filed by Strategent Financial, 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 24,004 shares
    Change vs previous 13F +965 shares

    0.68% of the 13F portfolio, value $749,645.

    13F-HR 0002052737-25-000002 filed by Strategent Financial, 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 23,039 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $672,739.

    13F-HR 0002052737-25-000001 filed by Strategent Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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