SC&H Financial Advisors, Inc.: 13F holdings
CIK 19078982026Q2
| Positions | 160 |
|---|
| Reported value | $753.8m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 160 (+5 vs prior quarter) |
|---|
| Reported value | $753.8m (+13.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,228,328 | $98.8m | 13.1% |
| AVUS AMERICAN CENTY ETF TR | 643,544 | $82.4m | 10.9% |
| PAVE DIMENSIONAL ETF TRUST | 883,580 | $45.7m | 6.1% |
| DFAI DIMENSIONAL ETF TRUST | 952,732 | $39.3m | 5.2% |
| DFUS DIMENSIONAL ETF TRUST | 459,468 | $37.6m | 5.0% |
| DFIC DIMENSIONAL ETF TRUST | 1,008,819 | $37.6m | 5.0% |
| DIMENSIONAL ETF TRUST | 452,203 | $37.1m | 4.9% |
| DUSB DIMENSIONAL ETF TRUST | 645,927 | $32.8m | 4.4% |
| AVEM AMERICAN CENTY ETF TR | 332,081 | $32.0m | 4.3% |
| AVDE AMERICAN CENTY ETF TR | 332,244 | $29.6m | 3.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1907898")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples