Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SC&H FINANCIAL ADVISORS INC | 05-02-2024 | 03-31-2024 | 143 | 384,088,902 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 1 | $55,030,111 | 1,722,382 | 0.01 | 0.01 | 119,934 | 7.48 | 03-31-2024 |
| AMERICAN CENTY ETF TR | US EQT ETF | 2 | $45,367,249 | 506,897 | 0.01 | 0.01 | 34,433 | 7.29 | 03-31-2024 |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 3 | $23,440,263 | 641,496 | 0.01 | 0.01 | 33,131 | 5.45 | 03-31-2024 |
| AMERICAN CENTY ETF TR | INTL EQT ETF | 4 | $18,673,470 | 292,963 | 0.00 | 0.00 | 14,310 | 5.14 | 03-31-2024 |
