SC&H Financial Advisors, Inc.

Q1 2025 13F Holdings

  • Location
    sparks, MD
  • Num holdings

    151

  • Value ($000)

    $508,332

  • Date Filed
    04/23/2025
  • Form type
    13F-HR
  • CIK
    0001907898
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
DFAC
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
$71.49M
14 %

2,166,873

AVUS
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
$58.90M
12 %

637,576

DFAU
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
$29.89M
6 %

777,686

DFIC
DFIC

DIMENSIONAL ETF TRUST

INTL CORE EQUITY
$23.80M
5 %

857,003

DFAI
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
$23.72M
5 %

759,614

DFUS
DFUS

DIMENSIONAL ETF TRUST

US EQUITY MARKET
$23.41M
5 %

387,075

AVDE
AVDE

AMERICAN CENTY ETF TR

INTL EQT ETF
$22.29M
4 %

336,393

DUSB
DUSB

DIMENSIONAL ETF TRUST

ULTRASHORT FIXED
$22.20M
4 %

437,669

AVEM
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
$17.54M
4 %

291,468

DFSD
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
$12.74M
3 %

268,071

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