Filed: 4/23/2025ACC: 0001085146-25-002250
📋 What this filing means
SC&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 151 equity positions with a total reported market value of $508.33M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
151
Positions
$508.33M
Total AUM (reported)
9.77M
Total Shares
Allocation by class
US CORE EQUITY 2$71.49M14.1%
US EQT ETF$58.90M11.6%
COM$39.27M7.7%
US CORE EQT MKT$29.89M5.9%
INTL CORE EQUITY$23.80M4.7%
INTL CORE EQT MK$23.72M4.7%
US EQUITY MARKET$23.41M4.6%
Portfolio Concentration
Top 3$160.28M31.5%
4–10$145.70M28.7%
11–25$100.70M19.8%
Rest$101.65M20.0%
Top 3 weight
31.5%
Top 10 weight
60.2%
Voting Authority Distribution
Total shares with voting rights: 9.77M
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
9.77M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole151
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings151
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.17M
TypeSH
Market value$71.49M
14.06%
Sole
0.00
Shared
0.00
None
2.17M
AMERICAN CENTY ETF TR
SOLEShares637.58K
TypeSH
Market value$58.90M
11.59%
Sole
0.00
Shared
0.00
None
637.58K
DIMENSIONAL ETF TRUST
SOLEShares777.69K
TypeSH
Market value$29.89M
5.88%
Sole
0.00
Shared
0.00
None
777.69K
DIMENSIONAL ETF TRUST
SOLEShares857K
TypeSH
Market value$23.80M
4.68%
Sole
0.00
Shared
0.00
None
857K
DIMENSIONAL ETF TRUST
SOLEShares759.61K
TypeSH
Market value$23.72M
4.67%
Sole
0.00
Shared
0.00
None
759.61K
DIMENSIONAL ETF TRUST
SOLEShares387.07K
TypeSH
Market value$23.41M
4.61%
Sole
0.00
Shared
0.00
None
387.07K
AMERICAN CENTY ETF TR
SOLEShares336.39K
TypeSH
Market value$22.29M
4.39%
Sole
0.00
Shared
0.00
None
336.39K
DIMENSIONAL ETF TRUST
SOLEShares437.67K
TypeSH
Market value$22.20M
4.37%
Sole
0.00
Shared
0.00
None
437.67K
AMERICAN CENTY ETF TR
SOLEShares291.47K
TypeSH
Market value$17.54M
3.45%
Sole
0.00
Shared
0.00
None
291.47K
DIMENSIONAL ETF TRUST
SOLEShares268.07K
TypeSH
Market value$12.74M
2.51%
Sole
0.00
Shared
0.00
None
268.07K
VANGUARD INDEX FDS
SOLEShares44.90K
TypeSH
Market value$11.54M
2.27%
Sole
0.00
Shared
0.00
None
44.90K
DIMENSIONAL ETF TRUST
SOLEShares173.26K
TypeSH
Market value$10.63M
2.09%
Sole
0.00
Shared
0.00
None
173.26K
ISHARES TR
SOLEShares18.55K
TypeSH
Market value$10.42M
2.05%
Sole
0.00
Shared
0.00
None
18.55K
DIMENSIONAL ETF TRUST
SOLEShares379.53K
TypeSH
Market value$9.83M
1.93%
Sole
0.00
Shared
0.00
None
379.53K
APPLE INC
SOLEShares40.54K
TypeSH
Market value$9.01M
1.77%
Sole
0.00
Shared
0.00
None
40.54K
ISHARES TR
SOLEShares118.34K
TypeSH
Market value$8.95M
1.76%
Sole
0.00
Shared
0.00
None
118.34K
MICROSOFT CORP
SOLEShares16.78K
TypeSH
Market value$6.30M
1.24%
Sole
0.00
Shared
0.00
None
16.78K
DIMENSIONAL ETF TRUST
SOLEShares229.66K
TypeSH
Market value$6.02M
1.18%
Sole
0.00
Shared
0.00
None
229.66K
DIMENSIONAL ETF TRUST
SOLEShares188.44K
TypeSH
Market value$4.99M
0.98%
Sole
0.00
Shared
0.00
None
188.44K
AMERICAN CENTY ETF TR
SOLEShares51.23K
TypeSH
Market value$4.47M
0.88%
Sole
0.00
Shared
0.00
None
51.23K
DIMENSIONAL ETF TRUST
SOLEShares103.14K
TypeSH
Market value$4.34M
0.85%
Sole
0.00
Shared
0.00
None
103.14K
DIMENSIONAL ETF TRUST
SOLEShares77.61K
TypeSH
Market value$4.00M
0.79%
Sole
0.00
Shared
0.00
None
77.61K
SPDR S&P 500 ETF TR
SOLEShares6.47K
TypeSH
Market value$3.62M
0.71%
Sole
0.00
Shared
0.00
None
6.47K
DIMENSIONAL ETF TRUST
SOLEShares57.28K
TypeSH
Market value$3.42M
0.67%
Sole
0.00
Shared
0.00
None
57.28K
VANGUARD INDEX FDS
SOLEShares11.59K
TypeSH
Market value$3.19M
0.63%
Sole
0.00
Shared
0.00
None
11.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.17M | SH | $71.49M 14.06% | 0.00 | 0.00 | 2.17M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 637.58K | SH | $58.90M 11.59% | 0.00 | 0.00 | 637.58K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 777.69K | SH | $29.89M 5.88% | 0.00 | 0.00 | 777.69K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 857K | SH | $23.80M 4.68% | 0.00 | 0.00 | 857K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 759.61K | SH | $23.72M 4.67% | 0.00 | 0.00 | 759.61K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 387.07K | SH | $23.41M 4.61% | 0.00 | 0.00 | 387.07K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 336.39K | SH | $22.29M 4.39% | 0.00 | 0.00 | 336.39K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 437.67K | SH | $22.20M 4.37% | 0.00 | 0.00 | 437.67K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 291.47K | SH | $17.54M 3.45% | 0.00 | 0.00 | 291.47K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 268.07K | SH | $12.74M 2.51% | 0.00 | 0.00 | 268.07K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 44.90K | SH | $11.54M 2.27% | 0.00 | 0.00 | 44.90K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 173.26K | SH | $10.63M 2.09% | 0.00 | 0.00 | 173.26K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.55K | SH | $10.42M 2.05% | 0.00 | 0.00 | 18.55K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 379.53K | SH | $9.83M 1.93% | 0.00 | 0.00 | 379.53K |
APPLE INCSOLE | COM | 40.54K | SH | $9.01M 1.77% | 0.00 | 0.00 | 40.54K |
ISHARES TRSOLE | CORE MSCI EAFE | 118.34K | SH | $8.95M 1.76% | 0.00 | 0.00 | 118.34K |
MICROSOFT CORPSOLE | COM | 16.78K | SH | $6.30M 1.24% | 0.00 | 0.00 | 16.78K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 229.66K | SH | $6.02M 1.18% | 0.00 | 0.00 | 229.66K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 188.44K | SH | $4.99M 0.98% | 0.00 | 0.00 | 188.44K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 51.23K | SH | $4.47M 0.88% | 0.00 | 0.00 | 51.23K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 103.14K | SH | $4.34M 0.85% | 0.00 | 0.00 | 103.14K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 77.61K | SH | $4.00M 0.79% | 0.00 | 0.00 | 77.61K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 6.47K | SH | $3.62M 0.71% | 0.00 | 0.00 | 6.47K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 57.28K | SH | $3.42M 0.67% | 0.00 | 0.00 | 57.28K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.59K | SH | $3.19M 0.63% | 0.00 | 0.00 | 11.59K |
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