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Focus Partners Wealth: DFAI position timeline

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

Focus Partners Wealth held 4,655,796 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,655,796 shares
    Change vs previous 13F +156,814 shares

    0.18% of the 13F portfolio, value $192,051,627.

    13F-HR 0001868872-26-000004 filed by Focus Partners Advisor Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,242,095 shares
    • Focus Partners Advisor Solutions, LLC: 2,413,701 shares

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

  2. period ended2026-03-31
    13F 4,498,982 shares
    Change vs previous 13F +427,075 shares

    0.18% of the 13F portfolio, value $175,687,649.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,275,770 shares
    • Focus Partners Advisor Solutions, LLC: 2,223,212 shares

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

  3. period ended2025-12-31
    13F 4,071,907 shares
    Change vs previous 13F -606,540 shares

    0.16% of the 13F portfolio, value $155,180,426.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,288,109 shares
    • Focus Partners Advisor Solutions, LLC: 1,783,798 shares

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

  4. period ended2025-09-30
    13F 4,678,447 shares
    Change vs previous 13F +615,257 shares

    0.24% of the 13F portfolio, value $170,981,074.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,342,531 shares
    • Focus Partners Advisor Solutions, LLC: 2,335,916 shares

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

  5. period ended2025-06-30
    13F 4,063,190 shares
    Change vs previous 13F +972,490 shares

    0.26% of the 13F portfolio, value $140,464,529.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 2,115,999 shares
    • Focus Partners Advisor Solutions, LLC: 1,947,191 shares

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

  6. period ended2025-03-31
    13F/A 3,090,700 shares
    Change vs previous 13F +356,353 shares

    0.21% of the 13F portfolio, value $96,522,555.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,836,798 shares
    • Focus Partners Advisor Solutions, LLC: 1,253,902 shares

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

  7. period ended2024-12-31
    13F/A 2,734,347 shares
    Change vs previous 13F +468,643 shares

    0.18% of the 13F portfolio, value $79,842,968.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,761,816 shares
    • Focus Partners Advisor Solutions, LLC: 972,531 shares

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

  8. period ended2024-09-30
    13F 2,265,704 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $72,004,079.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 1,573,731 shares
    • Focus Partners Advisor Solutions, LLC: 691,973 shares

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