SH
| |
SC&H Financial Advisors, Inc.13F | |
SC&H Financial Advisors, Inc. | |
Last update 2025-04-23 | 151 Stocks (4 new) |
Value $508.00 Mil | Turnover 7 % |
SC&H Financial Advisors, Inc. Top Holdings of 2025-03-31
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 | 2,166,873 | 71,485.1 | +4.97% | 14.060 | +0.67% | 0.230 | +24.79% | +5.32% | 35,139.1 | ||
AVUS | Avantis U.S. Equity ETF | 637,576 | 58,899.3 | +3.29% | 11.590 | +0.37% | 0.770 | +25.28% | +5.51% | 8,802.2 | ||
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 777,686 | 29,894.2 | +6.25% | 5.880 | +0.35% | 0.410 | +25.56% | +5.80% | 8,477.1 | ||
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 857,003 | 23,799.0 | +7.32% | 4.680 | +0.32% | 0.290 | +25.73% | +21.76% | 9,613.1 | ||
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 759,614 | 23,722.8 | +7.00% | 4.670 | +0.31% | 0.260 | +24.40% | +19.74% | 10,452.2 | ||
DFUS | Dimensional U.S. Equity Market ETF | 387,075 | 23,410.3 | +6.04% | 4.610 | +0.26% | 0.170 | +25.87% | +6.16% | 15,610.9 | ||
AVDE | Avantis International Equity ETF | 336,393 | 22,292.7 | -0.58% | 4.390 | -0.02% | 0.370 | +26.37% | +22.14% | 7,441.7 | ||
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 437,669 | 22,202.9 | +141.91% | 4.370 | +2.56% | 1.920 | +1.41% | +2.37% | 1,310.5 | ||
AVEM | Avantis Emerging Markets Equity ETF | 291,468 | 17,537.6 | +2.37% | 3.450 | +0.08% | 0.220 | +30.78% | +18.08% | 10,781.2 | ||
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 268,071 | 12,738.7 | +5.28% | 2.510 | +0.13% | 0.290 | +2.34% | +3.59% | 4,779.3 |
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 |
---|---|---|---|---|---|---|---|---|---|---|---|
DUSB |
Dimensional Ultrashort Fixed Income ETF
Dimensional Ultrashort Fixed Income ETF
| 2025-03-31 | Add Add | +2.56% | 50.58 ($50.73) 50.87 | $50.80 | 0.13% | Add 141.91% | 437,669 | 256,748 | |
DFAC | Dimensional U.S. Core Equity 2 ETF | 2025-03-31 | Add Add | +0.67% | 32.42 ($34.71) 36.1 | $36.22 | 4.34% | Add 4.97% | 2,166,873 | 102,626 | |
DCOR | Dimensional US Core Equity 1 ETF | 2025-03-31 | Add Add | +0.52% | 60.24 ($64.43) 67.06 | $67.51 | 4.78% | Add 32.98% | 173,261 | 42,968 | |
AVUS | Avantis U.S. Equity ETF | 2025-03-31 | Add Add | +0.37% | 90.7 ($97.44) 101.57 | $101.63 | 4.30% | Add 3.29% | 637,576 | 20,307 | |
DFAU |
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
| 2025-03-31 | Add Add | +0.35% | 37.84 ($40.57) 42.31 | $42.65 | 5.11% | Add 6.25% | 777,686 | 45,722 | |
DFIC |
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
| 2025-03-31 | Add Add | +0.32% | 25.54 ($27.31) 28.8 | $30.94 | 13.29% | Add 7.32% | 857,003 | 58,419 | |
DFAI |
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
| 2025-03-31 | Add Add | +0.31% | 28.88 ($30.87) 32.4 | $34.41 | 11.45% | Add 7% | 759,614 | 49,702 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.26% | 59.61 ($63.9) 66.74 | $67.34 | 5.39% | Add 6.04% | 387,075 | 22,036 | |
DFAW | Dimensional World Equity ETF | 2025-03-31 | Add Add | +0.18% | 60.42 ($63.31) 65.39 | $67.45 | 6.54% | Add 155.94% | 24,429 | 14,884 | |
DFSD |
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
| 2025-03-31 | Add Add | +0.13% | 46.74 ($47.22) 47.57 | $47.89 | 1.42% | Add 5.28% | 268,071 | 13,438 |
SC&H Financial Advisors, Inc. Total Holding History ($B)
SC&H Financial Advisors, Inc.'s Asset Allocation
SC&H Financial Advisors, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
SC&H Financial Advisors, Inc.'s Hypothetical Growth since 2025-03-31
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