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SC&H Financial Advisors, Inc.: DFAI position timeline

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

SC&H Financial Advisors, Inc. held 958,273 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 958,273 shares
    Change vs previous 13F +5,541 shares

    5.5% of the 13F portfolio, value $39,701,230.

    13F-HR 0001907898-26-000005 filed by SC&H Financial Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 952,732 shares
    Change vs previous 13F +20,560 shares

    5.21% of the 13F portfolio, value $39,300,197.

    13F-HR 0001907898-26-000004 filed by SC&H Financial Advisors, Inc.
    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 932,172 shares
    Change vs previous 13F +31,914 shares

    5.48% of the 13F portfolio, value $36,317,439.

    13F-HR 0001907898-26-000002 filed by SC&H Financial Advisors, Inc.
    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 900,258 shares
    Change vs previous 13F +46,997 shares

    5.31% of the 13F portfolio, value $34,308,843.

    13F-HR 0001085146-26-000096 filed by SC&H Financial Advisors, Inc.
    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 853,261 shares
    Change vs previous 13F +35,606 shares

    5.06% of the 13F portfolio, value $31,016,049.

    13F-HR 0001907898-25-000003 filed by SC&H Financial Advisors, Inc.
    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 817,655 shares
    Change vs previous 13F +58,041 shares

    4.83% of the 13F portfolio, value $28,266,344.

    13F-HR 0001085146-25-003920 filed by SC&H Financial Advisors, Inc.
    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 759,614 shares
    Change vs previous 13F +49,702 shares

    4.67% of the 13F portfolio, value $23,722,757.

    13F-HR 0001085146-25-002250 filed by SC&H Financial Advisors, Inc.
    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 709,912 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $20,729,417.

    13F-HR 0001085146-25-000543 filed by SC&H Financial Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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