Filed: 1/28/2025ACC: 0001085146-25-000543
📋 What this filing means
SC&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 148 equity positions with a total reported market value of $484.07M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
148
Positions
$484.07M
Total AUM (reported)
9.05M
Total Shares
Allocation by class
US CORE EQUITY 2$71.40M14.8%
US EQT ETF$59.83M12.4%
COM$40.76M8.4%
US CORE EQT MKT$29.64M6.1%
US EQUITY MARKET$23.27M4.8%
INTL EQT ETF$20.76M4.3%
INTL CORE EQT MK$20.73M4.3%
Portfolio Concentration
Top 3$160.87M33.2%
4–10$126.17M26.1%
11–25$96.67M20.0%
Rest$100.35M20.7%
Top 3 weight
33.2%
Top 10 weight
59.3%
Voting Authority Distribution
Total shares with voting rights: 9.05M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
9.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole148
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings148
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.06M
TypeSH
Market value$71.40M
14.75%
Sole
0.00
Shared
0.00
None
2.06M
AMERICAN CENTY ETF TR
SOLEShares617.27K
TypeSH
Market value$59.83M
12.36%
Sole
0.00
Shared
0.00
None
617.27K
DIMENSIONAL ETF TRUST
SOLEShares731.96K
TypeSH
Market value$29.64M
6.12%
Sole
0.00
Shared
0.00
None
731.96K
DIMENSIONAL ETF TRUST
SOLEShares365.04K
TypeSH
Market value$23.27M
4.81%
Sole
0.00
Shared
0.00
None
365.04K
AMERICAN CENTY ETF TR
SOLEShares338.36K
TypeSH
Market value$20.76M
4.29%
Sole
0.00
Shared
0.00
None
338.36K
DIMENSIONAL ETF TRUST
SOLEShares709.91K
TypeSH
Market value$20.73M
4.28%
Sole
0.00
Shared
0.00
None
709.91K
DIMENSIONAL ETF TRUST
SOLEShares798.58K
TypeSH
Market value$20.64M
4.26%
Sole
0.00
Shared
0.00
None
798.58K
AMERICAN CENTY ETF TR
SOLEShares284.72K
TypeSH
Market value$16.74M
3.46%
Sole
0.00
Shared
0.00
None
284.72K
VANGUARD INDEX FDS
SOLEShares44.84K
TypeSH
Market value$12.09M
2.50%
Sole
0.00
Shared
0.00
None
44.84K
DIMENSIONAL ETF TRUST
SOLEShares254.63K
TypeSH
Market value$11.94M
2.47%
Sole
0.00
Shared
0.00
None
254.63K
ISHARES TR
SOLEShares18.74K
TypeSH
Market value$11.03M
2.28%
Sole
0.00
Shared
0.00
None
18.74K
APPLE INC
SOLEShares39.77K
TypeSH
Market value$9.96M
2.06%
Sole
0.00
Shared
0.00
None
39.77K
DIMENSIONAL ETF TRUST
SOLEShares180.92K
TypeSH
Market value$9.15M
1.89%
Sole
0.00
Shared
0.00
None
180.92K
DIMENSIONAL ETF TRUST
SOLEShares355.25K
TypeSH
Market value$9.01M
1.86%
Sole
0.00
Shared
0.00
None
355.25K
DIMENSIONAL ETF TRUST
SOLEShares130.29K
TypeSH
Market value$8.36M
1.73%
Sole
0.00
Shared
0.00
None
130.29K
ISHARES TR
SOLEShares118.32K
TypeSH
Market value$8.32M
1.72%
Sole
0.00
Shared
0.00
None
118.32K
MICROSOFT CORP
SOLEShares16.67K
TypeSH
Market value$7.03M
1.45%
Sole
0.00
Shared
0.00
None
16.67K
DIMENSIONAL ETF TRUST
SOLEShares211.84K
TypeSH
Market value$5.27M
1.09%
Sole
0.00
Shared
0.00
None
211.84K
AMERICAN CENTY ETF TR
SOLEShares52.09K
TypeSH
Market value$5.03M
1.04%
Sole
0.00
Shared
0.00
None
52.09K
DIMENSIONAL ETF TRUST
SOLEShares176.49K
TypeSH
Market value$4.62M
0.95%
Sole
0.00
Shared
0.00
None
176.49K
DIMENSIONAL ETF TRUST
SOLEShares77.21K
TypeSH
Market value$4.30M
0.89%
Sole
0.00
Shared
0.00
None
77.21K
SPDR S&P 500 ETF TR
SOLEShares6.50K
TypeSH
Market value$3.81M
0.79%
Sole
0.00
Shared
0.00
None
6.50K
DIMENSIONAL ETF TRUST
SOLEShares91.90K
TypeSH
Market value$3.79M
0.78%
Sole
0.00
Shared
0.00
None
91.90K
DIMENSIONAL ETF TRUST
SOLEShares55.55K
TypeSH
Market value$3.62M
0.75%
Sole
0.00
Shared
0.00
None
55.55K
VANGUARD INDEX FDS
SOLEShares11.69K
TypeSH
Market value$3.39M
0.70%
Sole
0.00
Shared
0.00
None
11.69K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.06M | SH | $71.40M 14.75% | 0.00 | 0.00 | 2.06M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 617.27K | SH | $59.83M 12.36% | 0.00 | 0.00 | 617.27K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 731.96K | SH | $29.64M 6.12% | 0.00 | 0.00 | 731.96K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 365.04K | SH | $23.27M 4.81% | 0.00 | 0.00 | 365.04K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 338.36K | SH | $20.76M 4.29% | 0.00 | 0.00 | 338.36K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 709.91K | SH | $20.73M 4.28% | 0.00 | 0.00 | 709.91K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 798.58K | SH | $20.64M 4.26% | 0.00 | 0.00 | 798.58K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 284.72K | SH | $16.74M 3.46% | 0.00 | 0.00 | 284.72K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 44.84K | SH | $12.09M 2.50% | 0.00 | 0.00 | 44.84K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 254.63K | SH | $11.94M 2.47% | 0.00 | 0.00 | 254.63K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.74K | SH | $11.03M 2.28% | 0.00 | 0.00 | 18.74K |
APPLE INCSOLE | COM | 39.77K | SH | $9.96M 2.06% | 0.00 | 0.00 | 39.77K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 180.92K | SH | $9.15M 1.89% | 0.00 | 0.00 | 180.92K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 355.25K | SH | $9.01M 1.86% | 0.00 | 0.00 | 355.25K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 130.29K | SH | $8.36M 1.73% | 0.00 | 0.00 | 130.29K |
ISHARES TRSOLE | CORE MSCI EAFE | 118.32K | SH | $8.32M 1.72% | 0.00 | 0.00 | 118.32K |
MICROSOFT CORPSOLE | COM | 16.67K | SH | $7.03M 1.45% | 0.00 | 0.00 | 16.67K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 211.84K | SH | $5.27M 1.09% | 0.00 | 0.00 | 211.84K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 52.09K | SH | $5.03M 1.04% | 0.00 | 0.00 | 52.09K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 176.49K | SH | $4.62M 0.95% | 0.00 | 0.00 | 176.49K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 77.21K | SH | $4.30M 0.89% | 0.00 | 0.00 | 77.21K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.50K | SH | $3.81M 0.79% | 0.00 | 0.00 | 6.50K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 91.90K | SH | $3.79M 0.78% | 0.00 | 0.00 | 91.90K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 55.55K | SH | $3.62M 0.75% | 0.00 | 0.00 | 55.55K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.69K | SH | $3.39M 0.70% | 0.00 | 0.00 | 11.69K |
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