Data as of Q4 2025 (Dec 31, 2025)

SC&H Financial Advisors, Inc.

โ€ขCIK: 1907898โ€ขFiling: Q4 2025

**SC&H Financial Advisors, Inc.** manages $646M across a portfolio of 159 positions, demonstrating concentrated exposure to specific sectors. The fund's top holdings reveal significant allocations, notably $86.0M in DFAC and $70.2M in AVUS. Further concentration is evident with substantial positions in DFAU ($39.4M), DFAI ($34.3M), and DFUS ($32.5M). This structure suggests a focused, deep-value approach targeting select, high-conviction names.

Total AUM
$646.4M
QoQ Performance
+5.4%
Positions
87
Top 10 Concentration
62.5%
Latest Filing
Q4 2025

Top Holdings Allocation

DFAC
AVUS
DFAU
DFAI
DFUS
DFIC
DFAC13.3%
AVUS10.9%
DFAU6.1%
DFAI5.3%
DFUS5.0%
DFIC5.0%
DCOR4.6%
AVDE4.2%

๐Ÿ“ˆ Biggest Buys

DFSD
DIMENSIONAL ETF TRUST
+34.2%
3.2% of portfolio
DFCF
DIMENSIONAL ETF TRUST
+55.9%
1.3% of portfolio
DCOR
DIMENSIONAL ETF TRUST
+8.6%
4.6% of portfolio
DFAC
DIMENSIONAL ETF TRUST
+2.2%
13.3% of portfolio
DFAI
DIMENSIONAL ETF TRUST
+5.5%
5.3% of portfolio

๐Ÿ“‰ Biggest Sells

VV
VANGUARD INDEX FDS
-23.1%
1.3% of portfolio
DFSV
DIMENSIONAL ETF TRUST
-39.9%
0.3% of portfolio
AVUS
AMERICAN CENTY ETF TR
-1.6%
10.9% of portfolio
AVDE
AMERICAN CENTY ETF TR
-2.9%
4.2% of portfolio
IVV
ISHARES TR
-5.4%
1.7% of portfolio

Sector Breakdown

Other89.5%
Technology4.9%
ETF2.5%
Financial1.4%
Consumer1.1%
Healthcare0.4%
Industrial0.1%
Real Estate0.1%

๐Ÿšช Exited Positionssold since Q3 2025

IDYN
BLACKROCK ETF TRUST
SOLD
$1.0M
MO
ALTRIA GROUP INC
SOLD
$280.8K
ESGU
ISHARES TR
SOLD
$230.2K

Changes from Q3 2025

NEW15 new positions
โ†‘76 increased
โ†“43 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023