Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SC&H Financial Advisors, Inc. (CIK 1907898) reported $663.2M across 155 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($84.9M, 12.80%), AVUS ($70.7M, 10.66%), DFAU ($39.4M, 5.94%), DFAI ($36.3M, 5.48%), DFIC ($34.2M, 5.16%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $84.9M | 12.80% | 2.2M | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $70.7M | 10.66% | 635,792 | Added |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $39.4M | 5.94% | 873,258 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $36.3M | 5.48% | 932,172 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $34.2M | 5.16% | 963,800 | Added |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $32.2M | 4.86% | 454,165 | Added |
| 7 | DUSB | DIMENSIONAL ETF TRUST | $30.8M | 4.64% | 607,348 | Added |
| 8 | DCOR | DIMENSIONAL ETF TRUST | $30.6M | 4.61% | 423,921 | Added |
| 9 | AVDE | AMERICAN CENTY ETF TR | $28.1M | 4.23% | 330,713 | Trimmed |
| 10 | AVEM | AMERICAN CENTY ETF TR | $25.8M | 3.89% | 320,134 | Added |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $23.2M | 3.50% | 484,186 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $14.3M | 2.15% | 421,263 | Added |
| 13 | IEFA | ISHARES TR | $10.5M | 1.59% | 116,277 | Trimmed |
| 14 | IVV | ISHARES TR | $10.5M | 1.59% | 16,149 | Trimmed |
| 15 | AAPL | APPLE INC | $10.2M | 1.54% | 40,224 | Trimmed |
| 16 | VV | VANGUARD INDEX FDS | $9.8M | 1.48% | 32,894 | Added |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $9.6M | 1.45% | 227,577 | Added |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $8.6M | 1.30% | 249,065 | Added |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $7.6M | 1.15% | 224,206 | Added |
| 20 | MSFT | MICROSOFT CORP | $5.8M | 0.88% | 15,680 | Trimmed |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $4.7M | 0.70% | 74,591 | Trimmed |
| 22 | AVUV | AMERICAN CENTY ETF TR | $4.5M | 0.68% | 40,591 | Trimmed |
| 23 | VTI | VANGUARD INDEX FDS | $4.2M | 0.63% | 13,081 | Trimmed |
| 24 | DFAS | DIMENSIONAL ETF TRUST | $4.1M | 0.62% | 57,507 | Added |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $4.0M | 0.61% | 6,188 | Added |
Source: SEC Form 13F filings · as of 2026-03-31