§ 13F · FUND PROFILE
SC&H Financial Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $613M (13F)Positions · 147Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$451K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.18M | $85M | 12.8% | ±0% |
| 2 | AVUS | AMERICAN CENTY ETF TR | 636K | $71M | 10.7% | +1% |
| 3 | DFAU | DIMENSIONAL ETF TRUST | 873K | $39M | 5.9% | +4% |
| 4 | DFAI | DIMENSIONAL ETF TRUST | 932K | $36M | 5.5% | +4% |
| 5 | DFIC | DIMENSIONAL ETF TRUST | 964K | $34M | 5.2% | +2% |
| 6 | DFUS | DIMENSIONAL ETF TRUST | 454K | $32M | 4.9% | +4% |
| 7 | DUSB | DIMENSIONAL ETF TRUST | 607K | $31M | 4.6% | +13% |
| 8 | DCOR | DIMENSIONAL ETF TRUST | 424K | $31M | 4.6% | +5% |
| 9 | AVDE | AMERICAN CENTY ETF TR | 331K | $28M | 4.2% | ±0% |
| 10 | AVEM | AMERICAN CENTY ETF TR | 320K | $26M | 3.9% | +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 $613 million in assets. The fund runs a portfolio of 147 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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