SC&H Financial Advisors, Inc. DFAW — DIMENSIONAL ETF TRUST

Ownership history in SC&H Financial Advisors, Inc.  ·  9 quarters on record

AI Ownership Summary

SC&H Financial Advisors, Inc. reported DIMENSIONAL ETF TRUST (DFAW) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.55% in 2026 Q1. The latest visible filing shows DFAW at 0.55% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SC&H Financial Advisors, Inc.'s position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFAW was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.55% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAW stock page SC&H Financial Advisors, Inc. fund profile SC&H Financial Advisors, Inc. full holdings
How SC&H Financial Advisors, Inc. held DFAW — position size vs. price
% of Fund (quarterly)    DFAW price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 49,157 +6,370 +14.9% 0.55% $3.6M 2026-04-23 $79.18
2025 Q4 ADDED — — — 42,787 +7,034 +19.7% 0.49% $3.2M 2026-01-21 $75.91
2025 Q3 REDUCED — — — 35,753 -1,443 -3.9% 0.42% $2.6M 2025-10-21 $71.50
2025 Q2 ADDED — — — 37,196 +12,767 +52.3% 0.43% $2.5M 2025-07-17 $67.20
2025 Q1 ADDED — — — 24,429 +14,884 +155.9% 0.29% $1.5M 2025-04-23 $58.19
2024 Q4 ADDED — — — 9,545 +3,722 +63.9% 0.12% $596K 2025-01-28 $63.19
2024 Q3 ADDED — — — 5,823 +434 +8.1% 0.08% $370K 2024-10-25 $61.44
2024 Q2 ADDED — — — 5,389 +1,679 +45.3% 0.08% $321K 2024-08-02 $57.34
2024 Q1 INITIATED — — — 3,710 — — 0.06% $219K 2024-05-02 $55.33

🏢 Other funds also holding DFAW

As of 2026 Q1 — sorted by position size

First Pacific Financial 3Y 8.22% Arlington Financial Advisors, LLC 3Y 7Y 6.81% Wealth Management Nebraska 6.01% Keyes, Stange & Wooten Wealth Management, LLC 5.67% HFG Wealth Management, LLC 5.44% DEMMING FINANCIAL SERVICES CORP /ADV 5.33% Strategic Investment Solutions, Inc. /IL 3Y 5.0% Bryant Woods Investment Advisors, LLC 3Y 4.58% Royal Harbor Partners, LLC 3Y 3.1% Triune Financial Partners, LLC 2.53%

FAQ About SC&H Financial Advisors, Inc. and DFAW

These are the practical questions this page is built to answer before you even open the full history table.

How long has SC&H Financial Advisors, Inc. reported owning DFAW?

SC&H Financial Advisors, Inc. reported DFAW across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DFAW position in SC&H Financial Advisors, Inc.'s portfolio?

The largest reported portfolio weight for DFAW was 0.55% in 2026 Q1.

What is the latest reported DFAW position on this page?

The most recent filing on this page is 2026 Q1, when SC&H Financial Advisors, Inc. reported 49,157 shares, equal to 0.55% of portfolio, with an estimated market value of $3.6M.

What does the chart on this DFAW ownership page compare?

The chart compares SC&H Financial Advisors, Inc.'s quarterly DFAW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did SC&H Financial Advisors, Inc. time their DFAW position?

Based on 13F filing dates vs. subsequent DFAW price moves, SC&H Financial Advisors, Inc. correctly timed 6 out of 8 reported position changes (75%). The annualised alpha on DFAW relative to SPY over the holding period was -0.2%.

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