account_balance
Investment manager · 13F filer · SEC CIK 1907898
SC&H Financial Advisors, Inc.
Reported value$722Mas of Sep 30, 2026
Positions158 4 new, 6 sold out
Top 10 weight65.4%DFAC alone is 14%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
13.9%
AVUSAmerican Centy ETF Tr
11.6%
DFAUDimensional ETF Trust
6.6%Added +3%
DFAIDimensional ETF Trust
5.5%
DFUSDimensional ETF Trust
5.4%Added +2%
DFICDimensional ETF Trust
5.3%
DUSBDimensional ETF Trust
4.9%Added +8%
AVEMAmerican Centy ETF Tr
4.4%
AVDEAmerican Centy ETF Tr
4.1%
DFSDDimensional ETF Trust
3.6%Added +7%
DFAEDimensional ETF Trust
2.4%
DFACDimensional ETF Trust
13.9%
AVUSAmerican Centy ETF Tr
11.6%
DFAUDimensional ETF Trust
6.6%+3%
DFAIDimensional ETF Trust
5.5%
DFUSDimensional ETF Trust
5.4%+2%
DFICDimensional ETF Trust
5.3%
DUSBDimensional ETF Trust
4.9%
AVEMAmerican Centy ETF Tr
4.4%
AVDEAmerican Centy ETF Tr
4.1%
DFSD3.6%
DFAE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAC Dimensional ETF Trust 13.9% Held
AVUS American Centy ETF Tr 11.6% Held
DFAU Dimensional ETF Trust 6.6% Added +3%
DFAI Dimensional ETF Trust 5.5% Held
DFUS Dimensional ETF Trust 5.4% Added +2%
DFIC Dimensional ETF Trust 5.3% Held
DUSB Dimensional ETF Trust 4.9% Added +8%
AVEM American Centy ETF Tr 4.4% Held
AVDE American Centy ETF Tr 4.1% Held
DFSD Dimensional ETF Trust 3.6% Added +7%
DFAE Dimensional ETF Trust 2.4% Held
AAPL Apple Inc. 1.8% HeldWhat changed
Biggest moves since Jun 30, 2026
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