§ 13F · FUND PROFILE
SC&H Financial Advisors, Inc..
AUM · $754M (13F)Positions · 160Turnover · n/a · Q2Filed · Aug 4, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$2M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.23M | $99M | 13.1% | +2% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 644K | $82M | 10.9% | +1% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 884K | $46M | 6.1% | +1% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 953K | $39M | 5.2% | +2% |
| 5 | DFUS | DIMENSIONAL ETF TRUST | 459K | $38M | 5.0% | +1% |
| 6 | DFIC | DIMENSIONAL ETF TRUST | 1.01M | $38M | 5.0% | +5% |
| 7 | DCOR | DIMENSIONAL ETF TRUST | 452K | $37M | 4.9% | +7% |
| 8 | DUSB | DIMENSIONAL ETF TRUST | 646K | $33M | 4.4% | +6% |
| 9 | AVEM | AMERICAN CENTY ETF TR | 332K | $32M | 4.3% | +4% |
| 10 | AVDE | AMERICAN CENTY ETF TR | 332K | $30M | 3.9% | ±0% |
§ 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 $754 million in assets. The fund runs a portfolio of 160 positions.
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