DFAI ($DFAI) Insider Trading & Smart Money Activity

DFAI · Latest filing Oct 16, 2026

$DFAI has 6 13F position changes on file.

Insider buyers (12 mo)

0

Insider sellers (12 mo)

0

Net insider $ (12 mo)

$0

Congress trades (12 mo)

0

13F moves on file

6

Analyst ratings on file

0

DFAI insider buying and selling by quarter

Quarter	Insider buys	Insider sales	Congress buys / sales	13F added / cut
Q1 2026	0	0	0 / 0	0 / 0
Q2 2026	0	0	0 / 0	0 / 0
Q3 2026	0	0	0 / 0	0 / 0
Q4 2026	0	0	0 / 0	5 / 1

Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.

All DFAI insider, congress, 13F and analyst activity

All 13F

Date	Source	Who	Action	Shares	Value / amount	ΔOwn	1W	1M	6M	Filing	Story
Oct 16, 2026	13F	TCV Trust & Wealth Management	Added	+7.09K sh	$861.12K						—
Oct 16, 2026	13F	Financial Synergies Wealth Advisors	Added	+1.93K sh	$872.30K						—
Oct 16, 2026	13F	Aspiriant	New	+46.04K sh	$1.91M						Read
Oct 16, 2026	13F	Annex Advisory Services	Added	+458.60K sh	$190.05M						—
Oct 16, 2026	13F	AlphaStar Capital Management	Added	+17.13K sh	$16.74M						—
Oct 15, 2026	13F	Mission Wealth Management	Reduced	-173.44K sh	$34.53M						—

1W / 1M / 6M = how DFAI moved from the trade or filing date.

Institutions moving DFAI (13F)

• TCV Trust & Wealth Management1
• Financial Synergies Wealth Advisors1
• Aspiriant1
• Annex Advisory Services1
• AlphaStar Capital Management1
• Mission Wealth Management1

Frequently asked questions

Which institutions changed their DFAI positions?

Recent 13F filers moving the stock include TCV Trust & Wealth Management, Financial Synergies Wealth Advisors, Aspiriant, Annex Advisory Services and AlphaStar Capital Management.

Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.