Sc&H Financial Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on August 4, 2026, Sc&H Financial Advisors, Inc. disclosed 160 stock positions valued at approximately $753.83M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, AMERICAN CENTY ETF TR, and DIMENSIONAL ETF TRUST.
- Report Period
- June 30, 2026
- No. of Stocks
- 160
- Portfolio Value
- $753.83M
Holdings by Sector
Sc&H Financial Advisors, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 13.11% | 2,228,328 | +44,231 | +2.03% | $98,848,633 |
| AMERICAN CENTY ETF TR | AVUS | Other | 10.93% | 643,544 | +7,752 | +1.22% | $82,425,056 |
| DIMENSIONAL ETF TRUST | DFAU | Other | 6.06% | 883,580 | +10,322 | +1.18% | $45,672,246 |
| DIMENSIONAL ETF TRUST | DFAI | Other | 5.21% | 952,732 | +20,560 | +2.21% | $39,300,197 |
| DIMENSIONAL ETF TRUST | DFUS | Other | 4.99% | 459,468 | +5,303 | +1.17% | $37,648,779 |
| DIMENSIONAL ETF TRUST | DFIC | Other | 4.99% | 1,008,819 | +45,019 | +4.67% | $37,588,585 |
| DIMENSIONAL ETF TRUST | DCOR | Other | 4.92% | 452,203 | +28,282 | +6.67% | $37,071,605 |
| DIMENSIONAL ETF TRUST | DUSB | Other | 4.35% | 645,927 | +38,579 | +6.35% | $32,800,189 |
| AMERICAN CENTY ETF TR | AVEM | Other | 4.25% | 332,081 | +11,947 | +3.73% | $32,042,526 |
| AMERICAN CENTY ETF TR | AVDE | Other | 3.93% | 332,244 | +1,531 | +0.46% | $29,636,178 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 3.35% | 528,603 | +44,417 | +9.17% | $25,240,781 |
| DIMENSIONAL ETF TRUST | DFAE | Other | 2.34% | 438,518 | +17,255 | +4.10% | $17,632,791 |
| APPLE INC | AAPL | Technology | 1.54% | 40,034 | -190 | -0.47% | $11,584,223 |
| ISHARES TR | IVV | Other | 1.53% | 15,422 | -727 | -4.50% | $11,549,720 |
| VANGUARD INDEX FDS | VV | Other | 1.48% | 32,349 | -545 | -1.66% | $11,125,269 |
| ISHARES TR | IEFA | Other | 1.43% | 111,815 | -4,462 | -3.84% | $10,799,053 |
| DIMENSIONAL ETF TRUST | DFCF | Other | 1.41% | 251,315 | +23,738 | +10.43% | $10,608,006 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 1.38% | 255,345 | +6,280 | +2.52% | $10,377,219 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 1.12% | 229,431 | +5,225 | +2.33% | $8,452,253 |
| MICROSOFT CORP | MSFT | Technology | 0.77% | 15,538 | -142 | -0.91% | $5,795,885 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.69% | 74,620 | +29 | +0.04% | $5,215,924 |
| AMERICAN CENTY ETF TR | AVUV | Other | 0.68% | 40,882 | +291 | +0.72% | $5,100,424 |
| DIMENSIONAL ETF TRUST | DFAS | Other | 0.67% | 61,513 | +4,006 | +6.97% | $5,064,962 |
| VANGUARD INDEX FDS | VTI | Other | 0.64% | 13,069 | -12 | -0.09% | $4,836,106 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.62% | 6,226 | +38 | +0.61% | $4,649,026 |
| ALPHABET INC | GOOGL | Communication Services | 0.58% | 12,210 | -55 | -0.45% | $4,363,588 |
| DIMENSIONAL ETF TRUST | DFAW | Other | 0.56% | 51,130 | +1,973 | +4.01% | $4,233,071 |
| LAM RESEARCH CORP | LRCX | Other | 0.54% | 9,439 | +2 | +0.02% | $4,090,281 |
| AMERICAN CENTY ETF TR | AVIG | Other | 0.48% | 87,837 | +472 | +0.54% | $3,637,330 |
| ISHARES TR | ITOT | Other | 0.47% | 21,710 | +46 | +0.21% | $3,566,345 |
Showing 30 of 160 holdings in the latest reporting period.