§ 13F · FUND PROFILE
SC&H Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $585.6T (13F)Positions · 156Turnover · — · Q4Filed · Jan 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$5.2T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.17M | $86.0T | 13.3% | +2% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 628K | $70.2T | 10.9% | −2% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 843K | $39.4T | 6.1% | +4% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 900K | $34.3T | 5.3% | +6% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 438K | $32.5T | 5.0% | +2% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 941K | $32.4T | 5.0% | +3% |
| 7 | DCOR | DIMENSIONAL ETF TRUST | 404K | $29.8T | 4.6% | +9% |
| 8 | AVDE | AMERICAN CENTY ETF TR | 332K | $27.3T | 4.2% | −3% |
| 9 | DUSB | DIMENSIONAL ETF TRUST | 539K | $27.3T | 4.2% | +1% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 318K | $24.5T | 3.8% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SC&H SIGNAL
AC read
SC&H Financial Advisors, Inc. is a Other fund managing $585558.6 trillion in assets. The fund runs a portfolio of 156 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed