ETF Holders

SC&H Financial Advisors, Inc. ETF holdings

Hunt Valley, MD

Reported $686.1M in 94 ETFs in its Form 13F for June 30, 2026.

ETF value
$686.1M
ETFs held
94
Change from prior quarter
+13.8%
With price moves
ETFs as a share of its 13F
91.0%
of $753.8M

Top 10 of 94 ETF holdings

TickerFundValueSharesChange
DFACDimensional U.S. Core Equity 2 ETF$98.8M2,228,328+44,231 shares
AVUSAvantis US Equity ETF$82.4M643,544+7,752 shares
DFAUDimensional US Core Equity Market ETF$45.7M883,580+10,322 shares
DFAIDimensional International Core Equity Market ETF$39.3M952,732+20,560 shares
DFUSDimensional U.S. Equity Market ETF$37.6M459,468+5,303 shares
DFICDimensional International Core Equity 2 ETF$37.6M1,008,819+45,019 shares
DCORDimensional US Core Equity 1 ETF$37.1M452,203+28,282 shares
DUSBDimensional Ultrashort Fixed Income ETF$32.8M645,927+38,579 shares
AVEMAvantis Emerging Markets Equity ETF$32.0M332,081+11,947 shares
AVDEAvantis International Equity ETF$29.6M332,244+1,531 shares
84 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001907898. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does SC&H Financial Advisors, Inc. own?

SC&H Financial Advisors, Inc. reported 94 ETF positions worth $686.1M in its Form 13F for June 30, 2026. The largest was DFAC, at $98.8M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.