SC&H Financial Advisors, Inc.
CIK 1907898
13F filing for Q2 2026・No. 3,072
- Holdings
- US$753.83M
- Quarter change
- +US$90.6M
- Entries
- 160
- Net bought (estimate)
- +US$15.53M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 7
- Sold out 2
- Cut 32
- Added 78
- Corporate actions 0
- Unchanged 43
Largest holdings
160 stocks worth US$753.83M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 2,228,328 | US$98.85M | 13.11% |
| AMERICAN CENTY ETF TRUS EQT ETF | Added | 643,544 | US$82.43M | 10.93% |
| DIMENSIONAL ETF TRUSTUS CORE EQT MKT | Added | 883,580 | US$45.67M | 6.06% |
| DIMENSIONAL ETF TRUSTINTL CORE EQT MK | Added | 952,732 | US$39.3M | 5.21% |
| DIMENSIONAL ETF TRUSTUS EQUI MARK ETF | Added | 459,468 | US$37.65M | 4.99% |
| DIMENSIONAL ETF TRUSTINTL CORE EQUITY | Added | 1,008,819 | US$37.59M | 4.99% |
| DIMENSIONAL ETF TRUSTUS COR EQU 1 ETF | Added | 452,203 | US$37.07M | 4.92% |
| DIMENSIONAL ETF TRUSTULTR FIX INC ETF | Added | 645,927 | US$32.8M | 4.35% |
| AMERICAN CENTY ETF TRAVANTIS EMGMKT | Added | 332,081 | US$32.04M | 4.25% |
| AMERICAN CENTY ETF TRINTL EQT ETF | Added | 332,244 | US$29.64M | 3.93% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.