SC&H Financial Advisors, Inc.
160 holdingsFiling period: 2026-06-30Current AUM: $757.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional ETF Trust | 2.23M | $98.8M | $100.5M | 13.27% | +44.2K | 2026-06-30 |
| 2 | AVUS | American Centy ETF TR | 643.5K | $82.4M | $83.3M | 10.99% | +7.8K | 2026-06-30 |
| 3 | DFAU | Dimensional ETF Trust | 883.6K | $45.7M | $46.8M | 6.17% | +10.3K | 2026-06-30 |
| 4 | DFAI | Dimensional ETF Trust | 952.7K | $39.3M | $39.7M | 5.23% | +20.6K | 2026-06-30 |
| 5 | DFUS | Dimensional ETF Trust | 459.5K | $37.6M | $38.4M | 5.07% | +5.3K | 2026-06-30 |
| 6 | DFIC | Dimensional ETF Trust | 1.01M | $37.6M | $38.1M | 5.03% | +45.0K | 2026-06-30 |
| 7 | DCOR | Dimensional ETF Trust | 452.2K | $37.1M | $38.0M | 5.01% | +28.3K | 2026-06-30 |
| 8 | DUSB | Dimensional ETF Trust | 645.9K | $32.8M | $32.6M | 4.30% | +38.6K | 2026-06-30 |
| 9 | AVEM | American Centy ETF TR | 332.1K | $32.0M | $29.7M | 3.92% | +11.9K | 2026-06-30 |
| 10 | AVDE | American Centy ETF TR | 332.2K | $29.6M | $29.9M | 3.95% | +1.5K | 2026-06-30 |
| 11 | DFSD | Dimensional ETF Trust | 528.6K | $25.2M | $24.6M | 3.25% | +44.4K | 2026-06-30 |
| 12 | DFAE | Dimensional ETF Trust | 438.5K | $17.6M | $16.5M | 2.17% | +17.3K | 2026-06-30 |
| 13 | AAPL | Apple Inc | 40.0K | $11.6M | $13.6M | 1.79% | -190 | 2026-06-30 |
| 14 | IVV | iShares TR | 15.4K | $11.5M | $11.9M | 1.57% | -727 | 2026-06-30 |
| 15 | VV | Vanguard Index Fds | 32.3K | $11.1M | $11.5M | 1.51% | -545 | 2026-06-30 |
| 16 | IEFA | iShares TR | 111.8K | $10.8M | $10.8M | 1.43% | -4,462 | 2026-06-30 |
| 17 | DFCF | Dimensional ETF Trust | 251.3K | $10.6M | $10.2M | 1.34% | +23.7K | 2026-06-30 |
| 18 | DFEM | Dimensional ETF Trust | 255.3K | $10.4M | $9.7M | 1.28% | +6.3K | 2026-06-30 |
| 19 | DFAX | Dimensional ETF Trust | 229.4K | $8.5M | $8.4M | 1.11% | +5.2K | 2026-06-30 |
| 20 | MSFT | Microsoft Corp | 15.5K | $5.8M | $8.3M | 1.09% | -142 | 2026-06-30 |
| 21 | DFAT | Dimensional ETF Trust | 74.6K | $5.2M | $5.1M | 0.67% | +29 | 2026-06-30 |
| 22 | AVUV | American Centy ETF TR | 40.9K | $5.1M | $4.9M | 0.65% | +291 | 2026-06-30 |
| 23 | DFAS | Dimensional ETF Trust | 61.5K | $5.1M | $4.8M | 0.64% | +4.0K | 2026-06-30 |
| 24 | VTI | Vanguard Index Fds | 13.1K | $4.8M | $4.9M | 0.65% | -12 | 2026-06-30 |
| 25 | SPY | State Str Spdr S&P 500 ETF T | 6.2K | $4.6M | $4.8M | 0.63% | +38 | 2026-06-30 |
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