StockDriftsStockDriftsTop 50 Sc&h Financial Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.93% | 2.26M | $100.6M | +1.54%(+34.30K) | $28.87(+55.41%) | 2026-09-30 | |
| AVUS | AMERICAN CENTY ETF TR | 11.58% | 652.8K | $83.6M | +1.43%(+9.21K) | $80.73(+59.71%) | 2026-09-30 | |
| DFAU | DIMENSIONAL ETF TRUST | 6.62% | 913.5K | $47.8M | +3.38%(+29.90K) | $33.52(+57.30%) | 2026-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.5% | 958.3K | $39.7M | +0.58%(+5.54K) | $29.76(+38.80%) | 2026-09-30 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.4% | 469.8K | $39.0M | +2.24%(+10.30K) | $54.54(+52.85%) | 2026-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 5.35% | 1.03M | $38.6M | +1.80%(+18.18K) | $25.44(+47.54%) | 2026-09-30 | |
| DUSB | DIMENSIONAL ETF TRUST | 4.89% | 698.9K | $35.3M | +8.20%(+52.95K) | $50.68(-0.09%) | 2026-09-30 | |
| AVEM | AMERICAN CENTY ETF TR | 4.37% | 335.6K | $31.6M | +1.06%(+3.52K) | $59.12(+51.28%) | 2026-09-30 | |
| AVDE | AMERICAN CENTY ETF TR | 4.11% | 329.4K | $29.7M | -0.86%(-2.87K) | $60.39(+48.19%) | 2026-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 3.63% | 563.8K | $26.2M | +6.67%(+35.24K) | $47.44(-1.48%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +18.00% | +64.30% | — | — | +47.22% |
| Top 20 Holdings Unweighted | +17.90% | +63.90% | — | — | +47.62% |
Sc&h Financial Advisors INC reports $722.16M in US-listed equity holdings across 158 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (13.9%), AVUS (11.6%) and DFAU (6.6%). The top 20 holdings account for 80.05% of reported assets. Its disclosed equity book has returned +64.30% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Sc&h Financial Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1907898). View Sc&h Financial Advisors INC’s 13F filings on SEC