SC&H Financial Advisors, Inc.
Annual return '25
+21.0%
SPY '25
+17.7%
Alpha
+3.3ptsvs SPY
Invested
$663.2M
Holdings
155
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 75%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +2.2% (2.13M → 2.17M shares)
12.8%
02
$AVUS
AMERICAN CENTY ETF TR
Q4 2025: Sold 1.6% (637.9k → 627.8k shares)
10.7%
03
$DFAU
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.6% (813.5k → 842.8k shares)
5.9%
04
$DFAI
DIMENSIONAL ETF TRUST
Q4 2025: Increased +5.5% (853.3k → 900.3k shares)
5.5%
05
$DFIC
DIMENSIONAL ETF TRUST
Q4 2025: Increased +3.1% (912.0k → 940.6k shares)
5.2%
06
$DFUS
DIMENSIONAL ETF TRUST
Q4 2025: Increased +1.8% (430.7k → 438.3k shares)
4.9%
07
$DUSB
DIMENSIONAL ETF TRUST
Q4 2025: Increased +0.9% (534.1k → 539.2k shares)
4.6%
08
$DCOR
DIMENSIONAL ETF TRUST
Q4 2025: Increased +8.6% (372.4k → 404.3k shares)
4.6%
09
$AVDE
AMERICAN CENTY ETF TR
Q4 2025: Sold 3.0% (341.9k → 331.8k shares)
4.2%
10
$AVEM
AMERICAN CENTY ETF TR
Q4 2025: Increased +1.0% (314.4k → 317.6k shares)
3.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:43 UTC.