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Disclosery

Creative Planning: DFAC position timeline

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

Creative Planning held 2,760,133 DFAC shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,760,133 shares
    Change vs previous 13F +74 shares

    0.07% of the 13F portfolio, value $122,439,503.

    13F-HR 0001540235-26-000004 filed by Creative Planning
    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 2,760,059 shares
    Change vs previous 13F +343,039 shares

    0.07% of the 13F portfolio, value $107,255,903.

    13F-HR 0001540235-26-000003 filed by Creative Planning
    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 2,417,020 shares
    Change vs previous 13F +74,076 shares

    0.07% of the 13F portfolio, value $95,689,810.

    13F-HR 0001540235-26-000002 filed by Creative Planning
    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 2,342,944 shares
    Change vs previous 13F +7,703 shares

    0.07% of the 13F portfolio, value $90,367,359.

    13F-HR 0001540235-25-000008 filed by Creative Planning
    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 2,335,241 shares
    Change vs previous 13F +17,231 shares

    0.07% of the 13F portfolio, value $83,695,023.

    13F-HR 0001540235-25-000006 filed by Creative Planning
    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 2,318,010 shares
    Change vs previous 13F +20,024 shares

    0.07% of the 13F portfolio, value $76,471,154.

    13F-HR 0001540235-25-000003 filed by Creative Planning
    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 2,297,986 shares
    Change vs previous 13F -50,188 shares

    0.08% of the 13F portfolio, value $79,487,336.

    13F-HR 0001540235-25-000002 filed by Creative Planning
    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 2,348,174 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $80,518,883.

    13F-HR 0001540235-24-000006 filed by Creative Planning
    Filed (acceptance time not in the bulk data set), ingested

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