EdgeMarket › What Sc&H Financial Advisors, Inc. reported owning
What Sc&H Financial Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
663.2MPositions
155Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| DFAC Dimensional U.S. Core Equity 2 ETF | 84.9M | 12.8% | 2.2M | 45.61 | +22.8% |
| AVUS Avantis U.S. Equity ETF | 70.7M | 10.7% | 635.8K | 130.59 | +25.1% |
| DFAU Dimensional US Core Equity Market ETF | 39.4M | 5.9% | 873.3K | 53.06 | +21.1% |
| DFAI Dimensional International Core Equity Market E | 36.3M | 5.5% | 932.2K | 43.35 | +21.1% |
| DFIC Dimensional International Core Equity 2 ETF | 34.2M | 5.2% | 963.8K | 39.41 | +22.0% |
| DFUS Dimensional U.S. Equity Market ETF | 32.2M | 4.9% | 454.2K | 83.64 | +20.8% |
| DUSB Dimensional Ultrashort Fixed Income ETF | 30.8M | 4.6% | 607.3K | 50.73 | +0.1% |
| DCOR Dimensional US Core Equity 1 ETF | 30.6M | 4.6% | 423.9K | 84.54 | +22.0% |
| AVDE Avantis International Equity ETF | 28.1M | 4.2% | 330.7K | 94.26 | +22.4% |
| AVEM Avantis Emerging Markets Equity ETF | 25.8M | 3.9% | 320.1K | 94.24 | +33.1% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 23.2M | 3.5% | 484.2K | 47.31 | -1.5% |
| DFAE Dimensional Emerging Core Equity Market ETF | 14.3M | 2.2% | 421.3K | 39.49 | +32.0% |
| IVV iShares Core S&P 500 ETF | 10.5M | 1.6% | 16.1K | 769.31 | +20.0% |
| IEFA iShares Core MSCI EAFE ETF | 10.5M | 1.6% | 116.3K | 100.85 | +16.8% |
| AAPL Apple Inc. | 10.2M | 1.5% | 40.2K | 309.35 | +36.9% |
| VV Vanguard Morningstar Large-Cap ETF | 9.8M | 1.5% | 32.9K | 352.60 | +19.8% |
| DFCF Dimensional Core Fixed Income ETF | 9.6M | 1.4% | 227.6K | 41.47 | -1.9% |
| DFEM Dimensional Emerging Markets Core Equity 2 ETF | 8.6M | 1.3% | 249.1K | 39.93 | +29.9% |
| DFAX Dimensional World ex U.S. Core Equity 2 ETF | 7.6M | 1.1% | 224.2K | 38.16 | +24.9% |
| MSFT MICROSOFT CORP | 5.8M | 0.9% | 15.7K | 483.24 | -4.4% |
| DFAT Dimensional U.S. Targeted Value ETF | 4.7M | 0.7% | 74.6K | 71.67 | +26.9% |
| AVUV Avantis U.S. Small Cap Value ETF | 4.5M | 0.7% | 40.6K | 126.45 | +33.2% |
| VTI Vanguard Morningstar Total Stock Market ETF | 4.2M | 0.6% | 13.1K | 378.24 | +20.5% |
| DFAS Dimensional U.S. Small Cap ETF | 4.1M | 0.6% | 57.5K | 83.02 | +25.5% |
| SPY SPDR S&P 500 ETF TRUST | 4.0M | 0.6% | 6.2K | 765.72 | +20.0% |
| AVIG Avantis Core Fixed Income ETF | 3.6M | 0.5% | 87.4K | 40.72 | -2.1% |
| DFAW Dimensional World Equity ETF | 3.6M | 0.5% | 49.2K | 85.33 | +23.0% |
| GOOGL Alphabet Inc. | 3.5M | 0.5% | 12.3K | 344.82 | +73.0% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3.3M | 0.5% | 33.6K | 97.35 | -1.7% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 3.1M | 0.5% | 21.7K | 167.97 | +20.5% |
| REET iShares Global REIT ETF | 2.8M | 0.4% | 109.6K | 28.02 | +11.4% |
| AVGE Avantis All Equity Markets ETF | 2.7M | 0.4% | 30.2K | 101.64 | +26.5% |
| COST COSTCO WHOLESALE CORP /NEW | 2.7M | 0.4% | 2.7K | 947.74 | -4.7% |
| unmapped CUSIP 084670702 | 2.4M | 0.4% | 5.1K | — | — |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 2.4M | 0.4% | 28.8K | 81.05 | -2.5% |
| GOOG Alphabet Inc. | 2.3M | 0.3% | 8.0K | 341.75 | +70.7% |
| DFSV Dimensional US Small Cap Value ETF | 2.1M | 0.3% | 60.5K | 40.29 | +30.3% |
| VT Vanguard Total World Stock Index ETF | 2.1M | 0.3% | 15.2K | 160.77 | +21.2% |
| DFLV Dimensional US Large Cap Value ETF | 2.1M | 0.3% | 58.2K | 42.01 | +31.1% |
| JPM JPMORGAN CHASE & CO | 2.1M | 0.3% | 7.0K | 351.58 | +20.3% |
| VIG Vanguard Div Appreciation ETF | 2.0M | 0.3% | 9.5K | 243.91 | +16.2% |
| LRCX LAM RESEARCH CORP | 2.0M | 0.3% | 9.4K | 314.00 | +216.7% |
| AVLV Avantis U.S. Large Cap Value ETF | 2.0M | 0.3% | 24.9K | 94.64 | +34.1% |
| IEMG iShares Core MSCI Emerging Markets ETF | 2.0M | 0.3% | 28.8K | 81.57 | +31.9% |
| V VISA INC. | 2.0M | 0.3% | 6.6K | 371.04 | +7.9% |
| DIHP Dimensional International High Profitability E | 1.9M | 0.3% | 60.5K | 35.74 | +18.9% |
| IWB iShares Russell 1000 ETF | 1.9M | 0.3% | 5.3K | 419.69 | +19.8% |
| BSV Vanguard Short-Term Bond ETF | 1.9M | 0.3% | 24.0K | 77.57 | -1.4% |
| DFGR Dimensional Global Real Estate ETF | 1.8M | 0.3% | 67.4K | 29.46 | +8.5% |
| NVDA NVIDIA CORP | 1.8M | 0.3% | 10.1K | 214.72 | +22.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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