SC&H Financial Advisors, Inc.: 13F holdings

CIK 19078982026Q2

Positions160
Reported value$753.8m
Filed2026-08-04

Top 10 holdings

SecuritySharesValueWeight
DIMENSIONAL ETF TRUST2,228,328$98.8m13.1%
AVUS AMERICAN CENTY ETF TR643,544$82.4m10.9%
PAVE DIMENSIONAL ETF TRUST883,580$45.7m6.1%
DFAI DIMENSIONAL ETF TRUST952,732$39.3m5.2%
DFUS DIMENSIONAL ETF TRUST459,468$37.6m5.0%
DFIC DIMENSIONAL ETF TRUST1,008,819$37.6m5.0%
DIMENSIONAL ETF TRUST452,203$37.1m4.9%
DIMENSIONAL ETF TRUST645,927$32.8m4.4%
AVEM AMERICAN CENTY ETF TR332,081$32.0m4.3%
AVDE AMERICAN CENTY ETF TR332,244$29.6m3.9%

Get the full book

import finzdata as yf
yf.Client().manager_holdings(cik="1907898")

Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.

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