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Disclosery

Wealthquest Corp: DFAI position timeline

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

Wealthquest Corp held 969,967 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 969,967 shares
    Change vs previous 13F +240,580 shares

    2.52% of the 13F portfolio, value $40,011,150.

    13F-HR 0001632968-26-000004 filed by Wealthquest Corp
    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/A 729,387 shares
    Change vs previous 13F +250,185 shares

    2.02% of the 13F portfolio, value $28,416,898.

    13F-HR/A 0001632968-26-000003 filed by Wealthquest Corp
    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 479,202 shares
    Change vs previous 13F +14,331 shares

    1.38% of the 13F portfolio, value $18,262,396.

    13F-HR 0001632968-26-000001 filed by Wealthquest Corp
    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 464,871 shares
    Change vs previous 13F +3,767 shares

    1.35% of the 13F portfolio, value $16,898,073.

    13F-HR 0001632968-25-000009 filed by Wealthquest Corp
    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 461,104 shares
    Change vs previous 13F +18,781 shares

    1.26% of the 13F portfolio, value $15,940,380.

    13F-HR 0001632968-25-000006 filed by Wealthquest Corp
    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/A 442,323 shares
    Change vs previous 13F +97,385 shares

    1.15% of the 13F portfolio, value $13,813,754.

    13F-HR/A 0001632968-25-000004 filed by Wealthquest Corp
    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 344,938 shares
    Change vs previous 13F +32,921 shares

    0.82% of the 13F portfolio, value $10,072,184.

    13F-HR 0001632968-25-000001 filed by Wealthquest Corp
    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 312,017 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $9,859,746.

    13F-HR 0001632968-24-000004 filed by Wealthquest Corp
    Filed (acceptance time not in the bulk data set), ingested

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