SC&H Financial Advisors, Inc.
155 holdingsFiling period: 2026-03-31Current AUM: $737.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.18M | $84.9M | $97.2M | 13.18% | +10.8K | 2026-03-31 |
| 2 | AVUS | AMERICAN CENTY ETF TR | 635.8K | $70.7M | $81.1M | 11.01% | +8.0K | 2026-03-31 |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 873.3K | $39.4M | $45.2M | 6.13% | +30.5K | 2026-03-31 |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 932.2K | $36.3M | $39.2M | 5.32% | +31.9K | 2026-03-31 |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 963.8K | $34.2M | $36.7M | 4.98% | +23.2K | 2026-03-31 |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 454.2K | $32.2M | $37.1M | 5.03% | +15.9K | 2026-03-31 |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 607.3K | $30.8M | $30.8M | 4.18% | +68.2K | 2026-03-31 |
| 8 | DCOR | DIMENSIONAL ETF TRUST | 423.9K | $30.6M | $35.0M | 4.75% | +19.6K | 2026-03-31 |
| 9 | AVDE | AMERICAN CENTY ETF TR | 330.7K | $28.1M | $30.2M | 4.09% | -1,115 | 2026-03-31 |
| 10 | AVEM | AMERICAN CENTY ETF TR | 320.1K | $25.8M | $28.7M | 3.89% | +2.5K | 2026-03-31 |
| 11 | DFSD | DIMENSIONAL ETF TRUST | 484.2K | $23.2M | $22.9M | 3.11% | +58.7K | 2026-03-31 |
| 12 | DFAE | DIMENSIONAL ETF TRUST | 421.3K | $14.3M | $15.8M | 2.14% | +14.8K | 2026-03-31 |
| 13 | IVV | ISHARES TR | 16.1K | $10.5M | $12.1M | 1.64% | -196 | 2026-03-31 |
| 14 | IEFA | ISHARES TR | 116.3K | $10.5M | $11.4M | 1.55% | -2,791 | 2026-03-31 |
| 15 | AAPL | APPLE INC | 40.2K | $10.2M | $12.4M | 1.69% | -249 | 2026-03-31 |
| 16 | VV | VANGUARD INDEX FDS | 32.9K | $9.8M | $11.3M | 1.53% | +6.0K | 2026-03-31 |
| 17 | DFCF | DIMENSIONAL ETF TRUST | 227.6K | $9.6M | $9.4M | 1.28% | +29.9K | 2026-03-31 |
| 18 | DFEM | DIMENSIONAL ETF TRUST | 249.1K | $8.6M | $9.4M | 1.27% | +7.6K | 2026-03-31 |
| 19 | DFAX | DIMENSIONAL ETF TRUST | 224.2K | $7.6M | $8.2M | 1.11% | +36.0K | 2026-03-31 |
| 20 | MSFT | MICROSOFT CORP | 15.7K | $5.8M | $7.3M | 0.99% | -330 | 2026-03-31 |
| 21 | DFAT | DIMENSIONAL ETF TRUST | 74.6K | $4.7M | $5.3M | 0.72% | -1,627 | 2026-03-31 |
| 22 | AVUV | AMERICAN CENTY ETF TR | 40.6K | $4.5M | $5.1M | 0.69% | -490 | 2026-03-31 |
| 23 | VTI | VANGUARD INDEX FDS | 13.1K | $4.2M | $4.8M | 0.65% | -52 | 2026-03-31 |
| 24 | DFAS | DIMENSIONAL ETF TRUST | 57.5K | $4.1M | $4.7M | 0.63% | +579 | 2026-03-31 |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | 6.2K | $4.0M | $4.6M | 0.63% | +3 | 2026-03-31 |
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