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

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

SC&H Financial Advisors, Inc. held 913,483 DFAU 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 913,483 shares
    Change vs previous 13F +29,903 shares

    6.62% of the 13F portfolio, value $47,829,968.

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

  2. period ended2026-06-30
    13F 883,580 shares
    Change vs previous 13F +10,322 shares

    6.06% of the 13F portfolio, value $45,672,246.

    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 873,258 shares
    Change vs previous 13F +30,470 shares

    5.94% of the 13F portfolio, value $39,401,400.

    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 842,788 shares
    Change vs previous 13F +29,245 shares

    6.1% of the 13F portfolio, value $39,442,499.

    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 813,543 shares
    Change vs previous 13F +1,059 shares

    6.07% of the 13F portfolio, value $37,227,711.

    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 812,484 shares
    Change vs previous 13F +34,798 shares

    5.88% of the 13F portfolio, value $34,416,830.

    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 777,686 shares
    Change vs previous 13F +45,722 shares

    5.88% of the 13F portfolio, value $29,894,238.

    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 731,964 shares
    Change vs previous 13F not available

    6.12% of the 13F portfolio, value $29,637,203.

    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).