Skip to content

Vestment Financial LLC: DFAI position timeline

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

Vestment Financial LLC held 54,812 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 54,812 shares
    Change vs previous 13F -60 shares

    1.01% of the 13F portfolio, value $2,251,676.

    13F-HR 0002056705-26-000005 filed by Vestment Financial LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 54,872 shares
    Change vs previous 13F -824 shares

    1.02% of the 13F portfolio, value $2,270,065.

    13F-HR 0002056705-26-000003 filed by Vestment 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 ended2026-03-31
    13F 55,696 shares
    Change vs previous 13F -1,366 shares

    1.09% of the 13F portfolio, value $2,314,718.

    13F-HR 0002056705-26-000002 filed by Vestment 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 ended2025-12-31
    13F 57,062 shares
    Change vs previous 13F -2,511 shares

    1.16% of the 13F portfolio, value $2,236,824.

    13F-HR 0002056705-26-000001 filed by Vestment 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 ended2025-09-30
    13F 59,573 shares
    Change vs previous 13F -76 shares

    1.24% of the 13F portfolio, value $2,180,134.

    13F-HR 0002056705-25-000002 filed by Vestment 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 ended2025-06-30
    13F 59,649 shares
    Change vs previous 13F -3,652 shares

    1.31% of the 13F portfolio, value $2,063,844.

    13F-HR 0001085146-25-003865 filed by Vestment 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 ended2025-03-31
    13F 63,301 shares
    Change vs previous 13F +33 shares

    1.42% of the 13F portfolio, value $1,983,528.

    13F-HR 0001085146-25-002094 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 63,268 shares
    Change vs previous 13F not available

    1.42% of the 13F portfolio, value $1,855,906.

    13F-HR 0001085146-25-001583 filed by Vestment Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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