SC&H Financial Advisors, Inc.

CIK: 0001907898SEC EDGAR →

Portfolio Value

$646.4B

Holdings

159

As of

Q4 2025

New Positions

159

Closed Positions

Portfolio Value History

Top 10 Holdings

Rank	Stock	Shares	Value	% of Portfolio
1	DFAC DIMENSIONAL ETF TRUST	2,173,247	$86.0B	13.31%
2	AVUS AMERICAN CENTY ETF TR	627,798	$70.2B	10.86%
3	DFAU DIMENSIONAL ETF TRUST	842,788	$39.4B	6.10%
4	DFAI DIMENSIONAL ETF TRUST	900,258	$34.3B	5.31%
5	DFUS DIMENSIONAL ETF TRUST	438,278	$32.5B	5.03%
6	DFIC DIMENSIONAL ETF TRUST	940,566	$32.4B	5.01%
7	DCOR DIMENSIONAL ETF TRUST	404,292	$29.8B	4.61%
8	AVDE AMERICAN CENTY ETF TR	331,828	$27.3B	4.23%
9	DUSB DIMENSIONAL ETF TRUST	539,150	$27.3B	4.22%
10	AVEM AMERICAN CENTY ETF TR	317,635	$24.5B	3.78%

Quarterly Changes

Top Buys

DFACNEW

$86.0B

AVUSNEW

$70.2B

DFAUNEW

$39.4B

DFAINEW

$34.3B

DFUSNEW

$32.5B

Top Sells

No sells this quarter

New Positions (159)

$86.0B · 2.2M shares

$70.2B · 628K shares

$39.4B · 843K shares

$34.3B · 900K shares

$32.5B · 438K shares

$32.4B · 941K shares

$29.8B · 404K shares

$27.3B · 332K shares

$27.3B · 539K shares

$24.5B · 318K shares

$20.4B · 425K shares

$13.2B · 407K shares

$11.2B · 16K shares

$11.0B · 40K shares

$10.7B · 119K shares

$8.5B · 27K shares

$8.4B · 198K shares

$8.0B · 241K shares

$7.7B · 16K shares

$6.2B · 188K shares

$4.5B · 76K shares

$4.4B · 13K shares

$4.2B · 6K shares

$4.2B · 41K shares

$4.0B · 57K shares

$3.7B · 12K shares

$3.3B · 22K shares

$3.2B · 43K shares

$3.1B · 74K shares

$2.9B · 29K shares

$2.9B · 115K shares

$2.5B · 8K shares

$2.4B · 29K shares

$2.4B · 28K shares

$2.3B · 3K shares

$2.3B · 7K shares

$2.2B · 15K shares

$2.2B · 6K shares

$2.1B · 9K shares

$2.0B · 5K shares

$1.9B · 29K shares

$1.9B · 60K shares

$1.9B · 24K shares

$1.8B · 54K shares

$1.7B · 65K shares

$1.7B · 8K shares

$1.6B · 9K shares

$1.6B · 17K shares

$1.6B · 9K shares

$1.6B · 9K shares

$1.5B · 3K shares

$1.5B · 7K shares

$1.5B · 44K shares

$1.4B · 19K shares

$1.3B · 3K shares

$1.3B · 2K shares

$1.3B · 29K shares

$1.3B · 5K shares

$1.2B · 16K shares

$1.2B · 35K shares

$1.1B · 7K shares

$1.0B · 12K shares

$1.0B · 4K shares

$1.0B · 2K shares

$1.0B · 11K shares

$983.0M · 3K shares

$981.0M · 14K shares

$969.0M · 3K shares

$918.0M · 20K shares

$905.0M · 14K shares

$886.0M · 4K shares

$868.0M · 5K shares

$845.0M · 7K shares

$841.0M · 3K shares

$820.0M · 6K shares

$797.0M · 2K shares

$778.0M · 1K shares

$754.0M · 1 shares

$736.0M · 19K shares

$706.0M · 2K shares

$705.0M · 5K shares

$696.0M · 6K shares

$678.0M · 5K shares

PRF

$676.0M · 14K shares

$656.0M · 2K shares

$650.0M · 6K shares

$607.0M · 3K shares

$591.0M · 1K shares

$537.0M · 4K shares

$526.0M · 8K shares

$520.0M · 4K shares

$512.0M · 13K shares

$476.0M · 8K shares

$451.0M · 2K shares

$451.0M · 2K shares

$428.0M · 568 shares

$413.0M · 6K shares

$410.0M · 5K shares

$407.0M · 463 shares

$404.0M · 7K shares

$393.0M · 3K shares

$391.0M · 802 shares

$380.0M · 3K shares

$375.0M · 3K shares

$371.0M · 9K shares

$365.0M · 5K shares

$360.0M · 3K shares

$359.0M · 7K shares

$359.0M · 8K shares

$338.0M · 3K shares

$338.0M · 9K shares

$336.0M · 3K shares

$336.0M · 815 shares

$335.0M · 2K shares

$331.0M · 4K shares

$326.0M · 2K shares

$322.0M · 1K shares

$321.0M · 12K shares

$321.0M · 4K shares

$317.0M · 3K shares

$315.0M · 676 shares

$313.0M · 2K shares

CEG

$310.0M · 879 shares

NOC

$308.0M · 541 shares

ABBV

$303.0M · 1K shares

$303.0M · 5K shares

$298.0M · 4K shares

$290.0M · 2K shares

$290.0M · 507 shares

$284.0M · 8K shares

$282.0M · 263 shares

$271.0M · 2K shares

$269.0M · 3K shares

$267.0M · 1K shares

$266.0M · 563 shares

$266.0M · 5K shares

$265.0M · 758 shares

$261.0M · 975 shares

$244.0M · 1K shares

$244.0M · 3K shares

$243.0M · 1K shares

$238.0M · 171 shares

$235.0M · 524 shares

$235.0M · 939 shares

$234.0M · 3K shares

$233.0M · 772 shares

$232.0M · 6K shares

$230.0M · 4K shares

$227.0M · 6K shares

$227.0M · 3K shares

$223.0M · 862 shares

$221.0M · 2K shares

$220.0M · 10K shares

$217.0M · 1K shares

$216.0M · 2K shares

$215.0M · 2K shares

$215.0M · 941 shares

$214.0M · 4K shares

$204.0M · 1K shares

Sector Breakdown

Sector	# Holdings	Value	%
Financial Services	101	$581.2B	89.9%
Technology	10	$24.9B	3.8%
Unknown	8	$15.6B	2.4%
Communication Services	3	$7.6B	1.2%
Consumer Cyclical	8	$4.5B	0.7%
Consumer Defensive	6	$4.4B	0.7%
Healthcare	10	$3.6B	0.5%
Utilities	6	$1.9B	0.3%
Industrials	5	$1.9B	0.3%
Real Estate	2	$764.0M	0.1%