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 $753.8M across 160 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($98.8M, 13.11%), AVUS ($82.4M, 10.93%), DFAU ($45.7M, 6.06%), DFAI ($39.3M, 5.21%), DFIC ($37.6M, 4.99%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $98.8M | 13.11% | 2.2M | Added |
| 2 | AVUS | AMERICAN CENTY ETF TR | $82.4M | 10.93% | 643,544 | Added |
| 3 | DFAU | DIMENSIONAL ETF TRUST | $45.7M | 6.06% | 883,580 | Added |
| 4 | DFAI | DIMENSIONAL ETF TRUST | $39.3M | 5.21% | 952,732 | Added |
| 5 | DFIC | DIMENSIONAL ETF TRUST | $37.6M | 4.99% | 1.0M | Added |
| 6 | DFUS | DIMENSIONAL ETF TRUST | $37.6M | 4.99% | 459,468 | Added |
| 7 | DCOR | DIMENSIONAL ETF TRUST | $37.1M | 4.92% | 452,203 | Added |
| 8 | DUSB | DIMENSIONAL ETF TRUST | $32.8M | 4.35% | 645,927 | Added |
| 9 | AVEM | AMERICAN CENTY ETF TR | $32.0M | 4.25% | 332,081 | Added |
| 10 | AVDE | AMERICAN CENTY ETF TR | $29.6M | 3.93% | 332,244 | Added |
| 11 | DFSD | DIMENSIONAL ETF TRUST | $25.2M | 3.35% | 528,603 | Added |
| 12 | DFAE | DIMENSIONAL ETF TRUST | $17.6M | 2.34% | 438,518 | Added |
| 13 | AAPL | APPLE INC | $11.6M | 1.54% | 40,034 | Trimmed |
| 14 | IVV | ISHARES TR | $11.5M | 1.53% | 15,422 | Trimmed |
| 15 | VV | VANGUARD INDEX FDS | $11.1M | 1.48% | 32,349 | Trimmed |
| 16 | IEFA | ISHARES TR | $10.8M | 1.43% | 111,815 | Trimmed |
| 17 | DFCF | DIMENSIONAL ETF TRUST | $10.6M | 1.41% | 251,315 | Added |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $10.4M | 1.38% | 255,345 | Added |
| 19 | DFAX | DIMENSIONAL ETF TRUST | $8.5M | 1.12% | 229,431 | Added |
| 20 | MSFT | MICROSOFT CORP | $5.8M | 0.77% | 15,538 | Trimmed |
| 21 | DFAT | DIMENSIONAL ETF TRUST | $5.2M | 0.69% | 74,620 | Added |
| 22 | AVUV | AMERICAN CENTY ETF TR | $5.1M | 0.68% | 40,882 | Added |
| 23 | DFAS | DIMENSIONAL ETF TRUST | $5.1M | 0.67% | 61,513 | Added |
| 24 | VTI | VANGUARD INDEX FDS | $4.8M | 0.64% | 13,069 | Trimmed |
| 25 | SPY | STATE STR SPDR S&P 500 ETF T | $4.6M | 0.62% | 6,226 | Added |
Source: SEC Form 13F filings · as of 2026-06-30