Filed: 7/17/2025ACC: 0001085146-25-003920
📋 What this filing means
SC&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 156 equity positions with a total reported market value of $585.56M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
156
Positions
$585.56M
Total AUM (reported)
10.37M
Total Shares
Allocation by class
US CORE EQUITY 2$76.19M13.0%
US EQT ETF$68.10M11.6%
COM$42.86M7.3%
US CORE EQT MKT$34.42M5.9%
ULTRASHORT FIXED$28.55M4.9%
INTL CORE EQT MK$28.27M4.8%
US EQUITY MARKET$27.63M4.7%
Portfolio Concentration
Top 3$178.71M30.5%
4–10$181.75M31.0%
11–25$114.11M19.5%
Rest$110.99M19.0%
Top 3 weight
30.5%
Top 10 weight
61.6%
Voting Authority Distribution
Total shares with voting rights: 10.37M
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
10.37M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole156
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings156
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.13M
TypeSH
Market value$76.19M
13.01%
Sole
0.00
Shared
0.00
None
2.13M
AMERICAN CENTY ETF TR
SOLEShares675.48K
TypeSH
Market value$68.10M
11.63%
Sole
0.00
Shared
0.00
None
675.48K
DIMENSIONAL ETF TRUST
SOLEShares812.48K
TypeSH
Market value$34.42M
5.88%
Sole
0.00
Shared
0.00
None
812.48K
DIMENSIONAL ETF TRUST
SOLEShares562.50K
TypeSH
Market value$28.55M
4.88%
Sole
0.00
Shared
0.00
None
562.50K
DIMENSIONAL ETF TRUST
SOLEShares817.65K
TypeSH
Market value$28.27M
4.83%
Sole
0.00
Shared
0.00
None
817.65K
DIMENSIONAL ETF TRUST
SOLEShares412.32K
TypeSH
Market value$27.63M
4.72%
Sole
0.00
Shared
0.00
None
412.32K
DIMENSIONAL ETF TRUST
SOLEShares883.05K
TypeSH
Market value$27.45M
4.69%
Sole
0.00
Shared
0.00
None
883.05K
AMERICAN CENTY ETF TR
SOLEShares358.13K
TypeSH
Market value$26.51M
4.53%
Sole
0.00
Shared
0.00
None
358.13K
DIMENSIONAL ETF TRUST
SOLEShares327.34K
TypeSH
Market value$21.88M
3.74%
Sole
0.00
Shared
0.00
None
327.34K
AMERICAN CENTY ETF TR
SOLEShares313.05K
TypeSH
Market value$21.46M
3.66%
Sole
0.00
Shared
0.00
None
313.05K
DIMENSIONAL ETF TRUST
SOLEShares280.65K
TypeSH
Market value$13.47M
2.30%
Sole
0.00
Shared
0.00
None
280.65K
VANGUARD INDEX FDS
SOLEShares44.69K
TypeSH
Market value$12.75M
2.18%
Sole
0.00
Shared
0.00
None
44.69K
ISHARES TR
SOLEShares18.97K
TypeSH
Market value$11.78M
2.01%
Sole
0.00
Shared
0.00
None
18.97K
DIMENSIONAL ETF TRUST
SOLEShares378.08K
TypeSH
Market value$10.95M
1.87%
Sole
0.00
Shared
0.00
None
378.08K
ISHARES TR
SOLEShares119.76K
TypeSH
Market value$10.00M
1.71%
Sole
0.00
Shared
0.00
None
119.76K
MICROSOFT CORP
SOLEShares16.80K
TypeSH
Market value$8.36M
1.43%
Sole
0.00
Shared
0.00
None
16.80K
APPLE INC
SOLEShares40.34K
TypeSH
Market value$8.28M
1.41%
Sole
0.00
Shared
0.00
None
40.34K
DIMENSIONAL ETF TRUST
SOLEShares260.53K
TypeSH
Market value$7.65M
1.31%
Sole
0.00
Shared
0.00
None
260.53K
DIMENSIONAL ETF TRUST
SOLEShares217K
TypeSH
Market value$6.44M
1.10%
Sole
0.00
Shared
0.00
None
217K
AMERICAN CENTY ETF TR
SOLEShares52.09K
TypeSH
Market value$4.75M
0.81%
Sole
0.00
Shared
0.00
None
52.09K
DIMENSIONAL ETF TRUST
SOLEShares108.65K
TypeSH
Market value$4.59M
0.78%
Sole
0.00
Shared
0.00
None
108.65K
DIMENSIONAL ETF TRUST
SOLEShares77.44K
TypeSH
Market value$4.18M
0.71%
Sole
0.00
Shared
0.00
None
77.44K
VANGUARD INDEX FDS
SOLEShares12.35K
TypeSH
Market value$3.75M
0.64%
Sole
0.00
Shared
0.00
None
12.35K
DIMENSIONAL ETF TRUST
SOLEShares56.47K
TypeSH
Market value$3.60M
0.61%
Sole
0.00
Shared
0.00
None
56.47K
SPDR S&P 500 ETF TR
SOLEShares5.79K
TypeSH
Market value$3.57M
0.61%
Sole
0.00
Shared
0.00
None
5.79K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.13M | SH | $76.19M 13.01% | 0.00 | 0.00 | 2.13M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 675.48K | SH | $68.10M 11.63% | 0.00 | 0.00 | 675.48K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 812.48K | SH | $34.42M 5.88% | 0.00 | 0.00 | 812.48K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 562.50K | SH | $28.55M 4.88% | 0.00 | 0.00 | 562.50K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 817.65K | SH | $28.27M 4.83% | 0.00 | 0.00 | 817.65K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 412.32K | SH | $27.63M 4.72% | 0.00 | 0.00 | 412.32K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 883.05K | SH | $27.45M 4.69% | 0.00 | 0.00 | 883.05K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 358.13K | SH | $26.51M 4.53% | 0.00 | 0.00 | 358.13K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 327.34K | SH | $21.88M 3.74% | 0.00 | 0.00 | 327.34K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 313.05K | SH | $21.46M 3.66% | 0.00 | 0.00 | 313.05K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 280.65K | SH | $13.47M 2.30% | 0.00 | 0.00 | 280.65K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 44.69K | SH | $12.75M 2.18% | 0.00 | 0.00 | 44.69K |
ISHARES TRSOLE | CORE S&P500 ETF | 18.97K | SH | $11.78M 2.01% | 0.00 | 0.00 | 18.97K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 378.08K | SH | $10.95M 1.87% | 0.00 | 0.00 | 378.08K |
ISHARES TRSOLE | CORE MSCI EAFE | 119.76K | SH | $10.00M 1.71% | 0.00 | 0.00 | 119.76K |
MICROSOFT CORPSOLE | COM | 16.80K | SH | $8.36M 1.43% | 0.00 | 0.00 | 16.80K |
APPLE INCSOLE | COM | 40.34K | SH | $8.28M 1.41% | 0.00 | 0.00 | 40.34K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 260.53K | SH | $7.65M 1.31% | 0.00 | 0.00 | 260.53K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 217K | SH | $6.44M 1.10% | 0.00 | 0.00 | 217K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 52.09K | SH | $4.75M 0.81% | 0.00 | 0.00 | 52.09K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 108.65K | SH | $4.59M 0.78% | 0.00 | 0.00 | 108.65K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 77.44K | SH | $4.18M 0.71% | 0.00 | 0.00 | 77.44K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.35K | SH | $3.75M 0.64% | 0.00 | 0.00 | 12.35K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 56.47K | SH | $3.60M 0.61% | 0.00 | 0.00 | 56.47K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.79K | SH | $3.57M 0.61% | 0.00 | 0.00 | 5.79K |
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