Top 50 SC&H Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 12.8% | 2.18M | $84.9M | +0.50%(+10.85K) | $28.38(+52.29%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 10.66% | 635.8K | $70.7M | +1.27%(+7.99K) | $79.58(+57.17%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 5.94% | 873.3K | $39.4M | +3.62%(+30.47K) | $32.72(+55.75%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.48% | 932.2K | $36.3M | +3.54%(+31.91K) | $29.48(+41.25%) | 2026-03-31 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.16% | 963.8K | $34.2M | +2.47%(+23.23K) | $24.72(+54.05%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 4.86% | 454.2K | $32.2M | +3.62%(+15.89K) | $53.67(+50.41%) | 2026-03-31 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.64% | 607.3K | $30.8M | +12.65%(+68.20K) | $50.69(+0.31%) | 2026-03-31 | |
| DCOR | DIMENSIONAL ETF TRUST | 4.61% | 423.9K | $30.6M | +4.86%(+19.63K) | $64.57(+24.30%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 4.23% | 330.7K | $28.1M | -0.34%(-1.11K) | $60.28(+51.59%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.89% | 320.1K | $25.8M | +0.79%(+2.50K) | $57.68(+64.50%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.27% | +49.19% |
| Top 20 Holdings Unweighted | +13.81% | +47.41% |
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