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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 %
Countries:
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)

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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

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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

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