2026 Q3 Portfolio Activity
In 2026 Q3, SC&H Financial Advisors, Inc. maintained a portfolio of 164 distinct positions. The most significant new addition was PALANTIR TECHNOLOGIES INC, now representing 0.03% of the total fund value. They heavily accumulated shares in DIMENSIONAL ETF TRUST, increasing the position by 8.2%. Conversely, SC&H Financial Advisors, Inc. completely exited their position in DIMENSIONAL ETF TRUST.
Position History
hover any row below to update
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Total Positions
164
Quarter
2026 Q3
Top Holding
DFAC (13.9%)
Top 10 Concentration
65.4%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 164
SC&H Financial Advisors, Inc. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
DFAC
DIMENSIONAL ETF...
|
ETF | 13.93% | 13.11% |
#1
Prev: #1
|
6.5 |
—
|
34,303 | 1.5% |
P
S
|
2,262,631 | $100,573,926 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVUS
AMERICAN CENTY ...
|
ETF | 11.58% | 10.93% |
#2
Prev: #2
|
6.0 |
—
|
9,211 | 1.4% |
P
S
|
652,755 | $83,611,401 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAU
DIMENSIONAL ETF...
|
ETF | 6.62% | 6.06% |
#3
Prev: #3
|
4.1 |
—
|
29,903 | 3.4% |
P
S
|
913,483 | $47,829,968 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAI
DIMENSIONAL ETF...
|
Bond/Debt | 5.50% | 5.21% |
#4
Prev: #4
|
3.2 |
—
|
5,541 | 0.6% |
P
S
|
958,273 | $39,701,230 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFUS
DIMENSIONAL ETF...
|
ETF | 5.40% | 4.99% |
#5
Prev: #5
|
3.2 |
—
|
10,299 | 2.2% |
P
S
|
469,767 | $39,004,786 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFIC
DIMENSIONAL ETF...
|
Bond/Debt | 5.35% | 4.99% |
#6
Prev: #6
|
2.6 |
—
|
18,182 | 1.8% |
P
S
|
1,027,001 | $38,625,506 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DUSB
DIMENSIONAL ETF...
|
ETF | 4.89% | 4.35% |
#7
1
Prev: #8
|
4.0 |
—
|
52,948 | 8.2% |
P
S
|
698,875 | $35,286,200 | 2024 Q3 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVEM
AMERICAN CENTY ...
|
Bond/Debt | 4.37% | 4.25% |
#8
1
Prev: #9
|
2.2 |
—
|
3,522 | 1.1% |
P
S
|
335,603 | $31,553,393 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVDE
AMERICAN CENTY ...
|
Bond/Debt | 4.11% | 3.93% |
#9
1
Prev: #10
|
2.1 |
—
|
-2,866 | -0.9% |
P
S
|
329,378 | $29,680,267 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFSD
DIMENSIONAL ETF...
|
ETF | 3.63% | 3.35% |
#10
1
Prev: #11
|
3.5 |
—
|
35,242 | 6.7% |
P
S
|
563,845 | $26,202,982 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAE
DIMENSIONAL ETF...
|
ETF | 2.40% | 2.34% |
#11
1
Prev: #12
|
1.5 |
—
|
2,635 | 0.6% |
P
S
|
441,153 | $17,341,739 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AAPL
APPLE INC
|
Technology | 1.84% | 1.54% |
#12
1
Prev: #13
|
1.2 |
—
|
-191 | -0.5% |
P
S
|
39,843 | $13,268,459 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 1.58% | 1.48% |
#13
2
Prev: #15
|
1.1 |
—
|
16 | 0.0% |
P
S
|
32,365 | $11,387,743 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IVV
ISHARES TR
|
ETF | 1.54% | 1.53% |
#14
Prev: #14
|
1.1 |
—
|
-881 | -5.7% |
P
S
|
14,541 | $11,136,158 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFCF
DIMENSIONAL ETF...
|
ETF | 1.53% | 1.41% |
#15
2
Prev: #17
|
2.6 |
—
|
24,625 | 9.8% |
P
S
|
275,940 | $11,070,724 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IEFA
ISHARES TR
|
ETF | 1.50% | 1.43% |
#16
Prev: #16
|
1.1 |
—
|
-269 | -0.2% |
P
S
|
111,546 | $10,806,536 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFEM
DIMENSIONAL ETF...
|
ETF | 1.43% | 1.38% |
#17
1
Prev: #18
|
1.1 |
—
|
5,174 | 2.0% |
P
S
|
260,519 | $10,347,809 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.10% | 0.77% |
#18
2
Prev: #20
|
0.9 |
—
|
-40 | -0.3% |
P
S
|
15,498 | $7,948,804 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAX
DIMENSIONAL ETF...
|
ETF | 1.07% | 1.12% |
#19
Prev: #19
|
0.9 |
—
|
-21,032 | -9.2% |
P
S
|
208,399 | $7,714,940 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAT
DIMENSIONAL ETF...
|
ETF | 0.68% | 0.69% |
#20
1
Prev: #21
|
0.8 |
—
|
-533 | -0.7% |
P
S
|
74,087 | $4,922,359 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAS
DIMENSIONAL ETF...
|
ETF | 0.68% | 0.67% |
#21
2
Prev: #23
|
0.8 |
—
|
1,559 | 2.5% |
P
S
|
63,072 | $4,883,036 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVUV
AMERICAN CENTY ...
|
ETF | 0.66% | 0.68% |
#22
Prev: #22
|
0.8 |
—
|
-436 | -1.1% |
P
S
|
40,446 | $4,763,268 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 0.63% | 0.64% |
#23
1
Prev: #24
|
0.8 |
—
|
-888 | -6.8% |
P
S
|
12,181 | $4,558,492 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFAW
DIMENSIONAL ETF...
|
ETF | 0.61% | 0.56% |
#24
3
Prev: #27
|
0.7 |
—
|
2,278 | 4.5% |
P
S
|
53,408 | $4,396,019 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.60% | 0.62% |
#25
Prev: #25
|
0.7 |
—
|
-527 | -8.5% |
P
S
|
5,699 | $4,346,308 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.58% | 0.58% |
#26
Prev: #26
|
0.7 |
—
|
-28 | -0.2% |
P
S
|
12,182 | $4,191,427 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
ITOT
ISHARES TR
|
ETF | 0.49% | 0.47% |
#27
3
Prev: #30
|
0.7 |
—
|
-347 | -1.6% |
P
S
|
21,363 | $3,552,250 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVIG
AMERICAN CENTY ...
|
Bond/Debt | 0.48% | 0.48% |
#28
1
Prev: #29
|
0.7 |
—
|
3 | 0.0% |
P
S
|
87,840 | $3,460,021 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AGG
ISHARES TR
|
ETF | 0.46% | 0.41% |
#29
3
Prev: #32
|
2.2 |
—
|
3,469 | 11.1% |
P
S
|
34,813 | $3,291,239 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVGE
AMERICAN CENTY ...
|
Bond/Debt | 0.44% | 0.42% |
#30
1
Prev: #31
|
0.7 |
—
|
-18 | -0.1% |
P
S
|
32,228 | $3,169,292 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
LRCX
LAM RESEARCH CO...
|
Technology | 0.43% | 0.54% |
#31
3
Prev: #28
|
1.2 |
—
|
no change | no change |
P
S
|
9,439 | $3,100,969 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
REET
ISHARES TR
|
ETF | 0.40% | 0.40% |
#32
1
Prev: #33
|
0.7 |
—
|
1,795 | 1.6% |
P
S
|
111,670 | $2,878,842 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.38% | 0.38% |
#33
1
Prev: #34
|
0.7 |
—
|
16 | 0.2% |
P
S
|
8,053 | $2,744,001 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.35% | 0.34% |
#34
1
Prev: #35
|
1.1 |
—
|
no change | no change |
P
S
|
5,125 | $2,552,041 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.34% | 0.33% |
#35
1
Prev: #36
|
1.1 |
—
|
no change | no change |
P
S
|
2,664 | $2,425,131 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
V
VISA INC
|
Financial Services | 0.33% | 0.30% |
#36
5
Prev: #41
|
0.6 |
—
|
-5 | -0.1% |
P
S
|
6,649 | $2,389,348 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.32% | 0.30% |
#37
3
Prev: #40
|
0.6 |
—
|
10 | 0.1% |
P
S
|
7,007 | $2,318,136 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVLV
AMERICAN CENTY ...
|
ETF | 0.31% | 0.30% |
#38
4
Prev: #42
|
0.6 |
—
|
62 | 0.2% |
P
S
|
25,073 | $2,267,557 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IWB
ISHARES TR
|
ETF | 0.30% | 0.29% |
#39
6
Prev: #45
|
0.6 |
—
|
2 | 0.0% |
P
S
|
5,282 | $2,198,188 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFLV
DIMENSIONAL ETF...
|
ETF | 0.30% | 0.29% |
#40
4
Prev: #44
|
0.6 |
—
|
-975 | -1.8% |
P
S
|
54,518 | $2,189,980 | 2023 Q1 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.30% | 0.31% |
#41
2
Prev: #39
|
0.6 |
—
|
-116 | -0.4% |
P
S
|
27,711 | $2,170,049 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 0.29% | 0.30% |
#42
1
Prev: #43
|
0.6 |
—
|
-394 | -4.2% |
P
S
|
9,095 | $2,121,859 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.29% | 0.20% |
#43
11
Prev: #54
|
2.6 |
—
|
2,124 | 33.7% |
P
S
|
8,421 | $2,098,154 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DFGR
DIMENSIONAL ETF...
|
ETF | 0.29% | 0.27% |
#44
4
Prev: #48
|
2.1 |
—
|
6,800 | 9.7% |
P
S
|
77,021 | $2,083,421 | 2023 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
DIHP
DIMENSIONAL ETF...
|
Bond/Debt | 0.28% | 0.27% |
#45
2
Prev: #47
|
0.6 |
—
|
53 | 0.1% |
P
S
|
60,652 | $2,043,358 | 2022 Q2 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VT
VANGUARD INTL E...
|
ETF | 0.28% | 0.32% |
#46
9
Prev: #37
|
0.6 |
—
|
-2,517 | -16.4% |
P
S
|
12,863 | $2,030,380 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
IEMG
ISHARES INC
|
ETF | 0.28% | 0.28% |
#47
1
Prev: #46
|
0.6 |
—
|
-874 | -3.4% |
P
S
|
24,864 | $2,017,932 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 0.26% | 0.25% |
#48
2
Prev: #50
|
0.6 |
—
|
129 | 0.5% |
P
S
|
24,238 | $1,851,781 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
VBR
VANGUARD INDEX ...
|
ETF | 0.26% | 0.26% |
#49
Prev: #49
|
0.6 |
—
|
9 | 0.1% |
P
S
|
7,978 | $1,843,194 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 | |||
|
AVDV
AMERICAN CENTY ...
|
Bond/Debt | 0.25% | 0.23% |
#50
3
Prev: #53
|
0.6 |
—
|
14 | 0.1% |
P
S
|
16,816 | $1,839,380 | 2021 Q4 | 13F Filing | 2026-09-30 | 2026-10-14 |
Showing 1-50 of 164 holdings