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

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

SC&H Financial Advisors, Inc. held 53,408 DFAW 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 53,408 shares
    Change vs previous 13F +2,278 shares

    0.61% of the 13F portfolio, value $4,396,019.

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

  2. period ended2026-06-30
    13F 51,130 shares
    Change vs previous 13F +1,973 shares

    0.56% of the 13F portfolio, value $4,233,071.

    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 49,157 shares
    Change vs previous 13F +6,370 shares

    0.55% of the 13F portfolio, value $3,626,826.

    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 42,787 shares
    Change vs previous 13F +7,034 shares

    0.49% of the 13F portfolio, value $3,165,408.

    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 35,753 shares
    Change vs previous 13F -1,443 shares

    0.42% of the 13F portfolio, value $2,569,198.

    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 37,196 shares
    Change vs previous 13F +12,767 shares

    0.43% of the 13F portfolio, value $2,495,101.

    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 24,429 shares
    Change vs previous 13F +14,884 shares

    0.29% of the 13F portfolio, value $1,496,985.

    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 9,545 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $596,181.

    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).