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SC&H Financial Advisors, Inc.

Portfolio Manager
SC&H Financial Advisors, Inc.
Performance
-0.79% (2026 Q1)
AUM (13F)
$663.23M
# of Holdings
155
Performance Rank
Allocation (Top 20)
78.9%

SC&H Financial Advisors, Inc. Holdings Map

Top 50 SC&H Financial Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DFAC
DIMENSIONAL ETF TRUST
12.8%2.18M$84.9M
+0.50%(+10.85K)
2025-Q1: 2.17M shares2025-Q2: 2.13M shares2025-Q3: 2.13M shares2025-Q4: 2.17M shares2026-Q1: 2.18M shares
$28.38(+52.29%)
2026-03-31
AVUS
AMERICAN CENTY ETF TR
10.66%635.8K$70.7M
+1.27%(+7.99K)
2025-Q1: 637.6K shares2025-Q2: 675.5K shares2025-Q3: 637.9K shares2025-Q4: 627.8K shares2026-Q1: 635.8K shares
$79.58(+57.17%)
2026-03-31
DFAU
DIMENSIONAL ETF TRUST
5.94%873.3K$39.4M
+3.62%(+30.47K)
2025-Q1: 777.7K shares2025-Q2: 812.5K shares2025-Q3: 813.5K shares2025-Q4: 842.8K shares2026-Q1: 873.3K shares
$32.72(+55.75%)
2026-03-31
DFAI
DIMENSIONAL ETF TRUST
5.48%932.2K$36.3M
+3.54%(+31.91K)
2025-Q1: 759.6K shares2025-Q2: 817.7K shares2025-Q3: 853.3K shares2025-Q4: 900.3K shares2026-Q1: 932.2K shares
$29.48(+41.25%)
2026-03-31
DFIC
DIMENSIONAL ETF TRUST
5.16%963.8K$34.2M
+2.47%(+23.23K)
2025-Q1: 857.0K shares2025-Q2: 883.0K shares2025-Q3: 912.0K shares2025-Q4: 940.6K shares2026-Q1: 963.8K shares
$24.72(+54.05%)
2026-03-31
DFUS
DIMENSIONAL ETF TRUST
4.86%454.2K$32.2M
+3.62%(+15.89K)
2025-Q1: 387.1K shares2025-Q2: 412.3K shares2025-Q3: 430.7K shares2025-Q4: 438.3K shares2026-Q1: 454.2K shares
$53.67(+50.41%)
2026-03-31
DUSB
DIMENSIONAL ETF TRUST
4.64%607.3K$30.8M
+12.65%(+68.20K)
2025-Q1: 437.7K shares2025-Q2: 562.5K shares2025-Q3: 534.1K shares2025-Q4: 539.1K shares2026-Q1: 607.3K shares
$50.69(+0.31%)
2026-03-31
DCOR
DIMENSIONAL ETF TRUST
4.61%423.9K$30.6M
+4.86%(+19.63K)
2025-Q1: 173.3K shares2025-Q2: 327.3K shares2025-Q3: 372.4K shares2025-Q4: 404.3K shares2026-Q1: 423.9K shares
$64.57(+24.30%)
2026-03-31
AVDE
AMERICAN CENTY ETF TR
4.23%330.7K$28.1M
-0.34%(-1.11K)
2025-Q1: 336.4K shares2025-Q2: 358.1K shares2025-Q3: 341.9K shares2025-Q4: 331.8K shares2026-Q1: 330.7K shares
$60.28(+51.59%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
3.89%320.1K$25.8M
+0.79%(+2.50K)
2025-Q1: 291.5K shares2025-Q2: 313.1K shares2025-Q3: 314.4K shares2025-Q4: 317.6K shares2026-Q1: 320.1K shares
$57.68(+64.50%)
2026-03-31

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