Filed: 10/21/2025ACC: 0001907898-25-000003
📋 What this filing means
SC&H FINANCIAL ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 147 equity positions with a total reported market value of $613.38M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
147
Positions
$613.38M
Total AUM (reported)
10.31M
Total Shares
Allocation by class
US CORE EQUITY 2$81.99M13.4%
US EQT ETF$69.34M11.3%
COM$43.29M7.1%
US CORE EQT MKT$37.23M6.1%
US EQUITY MARKET$31.20M5.1%
INTL CORE EQT MK$31.02M5.1%
INTL CORE EQUITY$29.91M4.9%
Portfolio Concentration
Top 3$188.56M30.7%
4–10$196.63M32.1%
11–25$117.22M19.1%
Rest$110.98M18.1%
Top 3 weight
30.7%
Top 10 weight
62.8%
Voting Authority Distribution
Total shares with voting rights: 10.31M
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
10.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole147
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings147
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.13M
TypeSH
Market value$81.99M
13.37%
Sole
0.00
Shared
0.00
None
2.13M
AMERICAN CENTY ETF TR
SOLEShares637.93K
TypeSH
Market value$69.34M
11.31%
Sole
0.00
Shared
0.00
None
637.93K
DIMENSIONAL ETF TRUST
SOLEShares813.54K
TypeSH
Market value$37.23M
6.07%
Sole
0.00
Shared
0.00
None
813.54K
DIMENSIONAL ETF TRUST
SOLEShares430.72K
TypeSH
Market value$31.20M
5.09%
Sole
0.00
Shared
0.00
None
430.72K
DIMENSIONAL ETF TRUST
SOLEShares853.26K
TypeSH
Market value$31.02M
5.06%
Sole
0.00
Shared
0.00
None
853.26K
DIMENSIONAL ETF TRUST
SOLEShares912.05K
TypeSH
Market value$29.91M
4.88%
Sole
0.00
Shared
0.00
None
912.05K
DIMENSIONAL ETF TRUST
SOLEShares534.14K
TypeSH
Market value$27.12M
4.42%
Sole
0.00
Shared
0.00
None
534.14K
AMERICAN CENTY ETF TR
SOLEShares341.90K
TypeSH
Market value$26.98M
4.40%
Sole
0.00
Shared
0.00
None
341.90K
DIMENSIONAL ETF TRUST
SOLEShares372.39K
TypeSH
Market value$26.79M
4.37%
Sole
0.00
Shared
0.00
None
372.39K
AMERICAN CENTY ETF TR
SOLEShares314.44K
TypeSH
Market value$23.62M
3.85%
Sole
0.00
Shared
0.00
None
314.44K
DIMENSIONAL ETF TRUST
SOLEShares317.09K
TypeSH
Market value$15.28M
2.49%
Sole
0.00
Shared
0.00
None
317.09K
DIMENSIONAL ETF TRUST
SOLEShares398.06K
TypeSH
Market value$12.55M
2.05%
Sole
0.00
Shared
0.00
None
398.06K
ISHARES TR
SOLEShares17.27K
TypeSH
Market value$11.56M
1.88%
Sole
0.00
Shared
0.00
None
17.27K
VANGUARD INDEX FDS
SOLEShares34.90K
TypeSH
Market value$10.74M
1.75%
Sole
0.00
Shared
0.00
None
34.90K
ISHARES TR
SOLEShares119.85K
TypeSH
Market value$10.46M
1.71%
Sole
0.00
Shared
0.00
None
119.85K
APPLE INC
SOLEShares37.48K
TypeSH
Market value$9.54M
1.56%
Sole
0.00
Shared
0.00
None
37.48K
MICROSOFT CORP
SOLEShares16.09K
TypeSH
Market value$8.33M
1.36%
Sole
0.00
Shared
0.00
None
16.09K
DIMENSIONAL ETF TRUST
SOLEShares223.60K
TypeSH
Market value$7.17M
1.17%
Sole
0.00
Shared
0.00
None
223.60K
DIMENSIONAL ETF TRUST
SOLEShares190.13K
TypeSH
Market value$5.97M
0.97%
Sole
0.00
Shared
0.00
None
190.13K
DIMENSIONAL ETF TRUST
SOLEShares126.83K
TypeSH
Market value$5.42M
0.88%
Sole
0.00
Shared
0.00
None
126.83K
DIMENSIONAL ETF TRUST
SOLEShares77.22K
TypeSH
Market value$4.50M
0.73%
Sole
0.00
Shared
0.00
None
77.22K
AMERICAN CENTY ETF TR
SOLEShares41.79K
TypeSH
Market value$4.16M
0.68%
Sole
0.00
Shared
0.00
None
41.79K
VANGUARD INDEX FDS
SOLEShares11.87K
TypeSH
Market value$3.90M
0.64%
Sole
0.00
Shared
0.00
None
11.87K
SPDR S&P 500 ETF TR
SOLEShares5.73K
TypeSH
Market value$3.82M
0.62%
Sole
0.00
Shared
0.00
None
5.73K
DIMENSIONAL ETF TRUST
SOLEShares55.72K
TypeSH
Market value$3.81M
0.62%
Sole
0.00
Shared
0.00
None
55.72K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.13M | SH | $81.99M 13.37% | 0.00 | 0.00 | 2.13M |
AMERICAN CENTY ETF TRSOLE | US EQT ETF | 637.93K | SH | $69.34M 11.31% | 0.00 | 0.00 | 637.93K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQT MKT | 813.54K | SH | $37.23M 6.07% | 0.00 | 0.00 | 813.54K |
DIMENSIONAL ETF TRUSTSOLE | US EQUITY MARKET | 430.72K | SH | $31.20M 5.09% | 0.00 | 0.00 | 430.72K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQT MK | 853.26K | SH | $31.02M 5.06% | 0.00 | 0.00 | 853.26K |
DIMENSIONAL ETF TRUSTSOLE | INTL CORE EQUITY | 912.05K | SH | $29.91M 4.88% | 0.00 | 0.00 | 912.05K |
DIMENSIONAL ETF TRUSTSOLE | ULTRASHORT FIXED | 534.14K | SH | $27.12M 4.42% | 0.00 | 0.00 | 534.14K |
AMERICAN CENTY ETF TRSOLE | INTL EQT ETF | 341.90K | SH | $26.98M 4.40% | 0.00 | 0.00 | 341.90K |
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 1 | 372.39K | SH | $26.79M 4.37% | 0.00 | 0.00 | 372.39K |
AMERICAN CENTY ETF TRSOLE | AVANTIS EMGMKT | 314.44K | SH | $23.62M 3.85% | 0.00 | 0.00 | 314.44K |
DIMENSIONAL ETF TRUSTSOLE | SHORT DURATION F | 317.09K | SH | $15.28M 2.49% | 0.00 | 0.00 | 317.09K |
DIMENSIONAL ETF TRUSTSOLE | EMGR CRE EQT MNG | 398.06K | SH | $12.55M 2.05% | 0.00 | 0.00 | 398.06K |
ISHARES TRSOLE | CORE S&P500 ETF | 17.27K | SH | $11.56M 1.88% | 0.00 | 0.00 | 17.27K |
VANGUARD INDEX FDSSOLE | LARGE CAP ETF | 34.90K | SH | $10.74M 1.75% | 0.00 | 0.00 | 34.90K |
ISHARES TRSOLE | CORE MSCI EAFE | 119.85K | SH | $10.46M 1.71% | 0.00 | 0.00 | 119.85K |
APPLE INCSOLE | COM | 37.48K | SH | $9.54M 1.56% | 0.00 | 0.00 | 37.48K |
MICROSOFT CORPSOLE | COM | 16.09K | SH | $8.33M 1.36% | 0.00 | 0.00 | 16.09K |
DIMENSIONAL ETF TRUSTSOLE | EMERGING MKTS CO | 223.60K | SH | $7.17M 1.17% | 0.00 | 0.00 | 223.60K |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 190.13K | SH | $5.97M 0.97% | 0.00 | 0.00 | 190.13K |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 126.83K | SH | $5.42M 0.88% | 0.00 | 0.00 | 126.83K |
DIMENSIONAL ETF TRUSTSOLE | US TARGETED VLU | 77.22K | SH | $4.50M 0.73% | 0.00 | 0.00 | 77.22K |
AMERICAN CENTY ETF TRSOLE | US SML CP VALU | 41.79K | SH | $4.16M 0.68% | 0.00 | 0.00 | 41.79K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.87K | SH | $3.90M 0.64% | 0.00 | 0.00 | 11.87K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 5.73K | SH | $3.82M 0.62% | 0.00 | 0.00 | 5.73K |
DIMENSIONAL ETF TRUSTSOLE | US SMALL CAP ETF | 55.72K | SH | $3.81M 0.62% | 0.00 | 0.00 | 55.72K |
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