Institutional Fund
Sc&H Financial Advisors, Inc.
Hunt Valley, MDCIK 19078985 filings on record
Portfolio Value
$663.23M
Q1 2026
Holdings
155
Reported positions
New Buys
2
Opened this quarter
QoQ Change
+2.6%
from $646.36M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust12.8%
- American Centy ETF Tr10.7%
- Dimensional ETF Trust5.9%
- Dimensional ETF Trust5.5%
- Dimensional ETF Trust5.2%
- Dimensional ETF Trust4.9%
- Other55.1%
Portfolio Holdings
155 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.18M | $84.87M | 12.8% | +10.8K | Added |
| 2 | American Centy ETF Tr | 635.8K | $70.69M | 10.7% | +8.0K | Added |
| 3 | Dimensional ETF Trust | 873.3K | $39.40M | 5.9% | +30.5K | Added |
| 4 | Dimensional ETF Trust | 932.2K | $36.32M | 5.5% | +31.9K | Added |
| 5 | Dimensional ETF Trust | 963.8K | $34.24M | 5.2% | +23.2K | Added |
| 6 | Dimensional ETF Trust | 454.2K | $32.20M | 4.9% | +15.9K | Added |
| 7 | Dimensnl Ultrashrt Fixed | 607.3K | $30.80M | 4.6% | +68.2K | Added |
| 8 | Dimensional ETF Trust | 423.9K | $30.56M | 4.6% | +19.6K | Added |
| 9 | American Centy ETF Tr | 330.7K | $28.06M | 4.2% | −1.1K | Reduced |
| 10 | American Centy ETF Tr | 320.1K | $25.80M | 3.9% | +2.5K | Added |
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