SH

SC&H Financial Advisors, Inc.

13F
SC&H Financial Advisors, Inc.
Last update 2025-07-17 156 Stocks (8 new)
Value $586.00 Mil Turnover 7 %
Countries:
Top Holdings: DFAC(13.01%)AVUS(11.63%)DFAU(5.88%)DUSB(4.88%)DFAI(4.83%)
Summary Stock Picks Current Portfolio
SC&H Financial Advisors, Inc. Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
2,125,865
76,191.0
-1.89%
13.010
-0.27%
0.220
+17.80%
+7.16%
35,906.1
 
AVUS
Avantis U.S. Equity ETF
675,484
68,102.3
+5.95%
11.630
+0.65%
0.780
+18.06%
+7.54%
8,971.9
 
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
812,484
34,416.8
+4.47%
5.880
+0.25%
0.400
+18.60%
+7.83%
8,796.7
 
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
562,502
28,547.0
+28.52%
4.880
+1.08%
2.110
+1.24%
+2.55%
1,376.6
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
817,655
28,266.3
+7.64%
4.830
+0.34%
0.270
+13.31%
+23.08%
10,878.3
 
DFUS
Dimensional U.S. Equity Market ETF
412,324
27,634.0
+6.52%
4.720
+0.29%
0.180
+18.69%
+8.10%
15,908.6
 
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
883,048
27,454.0
+3.04%
4.690
+0.14%
0.280
+14.65%
+25.40%
9,964.2
 
AVDE
Avantis International Equity ETF
358,129
26,505.1
+6.46%
4.530
+0.27%
0.350
+15.07%
+25.89%
7,669.9
 
DCOR
Dimensional US Core Equity 1 ETF
327,338
21,882.5
+88.93%
3.740
+1.76%
1.190
+17.85%
+7.64%
1,905.0
 
AVEM
Avantis Emerging Markets Equity ETF
313,052
21,456.6
+7.41%
3.660
+0.25%
0.200
+20.34%
+21.90%
11,129.7
 

SC&H Financial Advisors, Inc.'s Historical Top Holdings Breakdowns

SC&H Financial Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DCOR
Dimensional US Core Equity 1 ETF
2025-06-30
Add
Add
+1.76%
●
54.34 ($62.2) 66.85
$68.70
10.45%
Add 88.93%
327,338
154,077
DUSB
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
2025-06-30
Add
Add
+1.08%
●
50.6 ($50.73) 50.86
$50.70
-0.05%
Add 28.52%
562,502
124,833
AVUS
Avantis U.S. Equity ETF
2025-06-30
Add
Add
+0.65%
●
81.38 ($93.61) 100.82
$103.50
10.57%
Add 5.95%
675,484
37,908
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-06-30
Add
Add
+0.34%
●
28.02 ($32.74) 34.71
$35.36
8.00%
Add 7.64%
817,655
58,041
DFUS
Dimensional U.S. Equity Market ETF
2025-06-30
Add
Add
+0.29%
●
53.65 ($61.9) 67.02
$68.62
10.86%
Add 6.52%
412,324
25,249
AVDE
Avantis International Equity ETF
2025-06-30
Add
Add
+0.27%
●
59.32 ($69.87) 74.36
$75.94
8.69%
Add 6.46%
358,129
21,736
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-06-30
Reduce
Reduce
-0.27%
●
29.12 ($33.35) 35.84
$36.88
10.57%
Reduce -1.89%
2,125,865
-41,008
AVEM
Avantis Emerging Markets Equity ETF
2025-06-30
Add
Add
+0.25%
●
53.08 ($62.94) 68.54
$70.92
12.68%
Add 7.41%
313,052
21,584
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-06-30
Add
Add
+0.25%
●
34.04 ($39.19) 42.36
$43.41
10.77%
Add 4.47%
812,484
34,798
DFAX
Dimensional World ex U.S. Core Equity 2 ETF
Dimensional World ex U.S. Core Equity 2 ETF
2025-06-30
Add
Add
+0.16%
●
23.37 ($27.5) 29.39
$30.26
10.04%
Add 13.44%
260,534
30,869

SC&H Financial Advisors, Inc. Total Holding History ($B)

To

SC&H Financial Advisors, Inc.'s Asset Allocation

To

SC&H Financial Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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SC&H Financial Advisors, Inc.'s Hypothetical Growth since 2025-06-30

SC&H Financial Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

SC&H Financial Advisors, Inc.'s Holdings Heat Map

Size field:

SC&H Financial Advisors, Inc.'s Holdings Bubble Chart

SC&H Financial Advisors, Inc. News

  • 1

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