Caitlin Garner

Sc&h Financial Advisors, Inc.

Assets Managed

$663.227M

Holdings

155

Last Quarter

2026 - Q1

Filed Date

1mo 7d ago

Growth Rate

2.61%(2Q avg: 4%)

Sustained Growth

10 quarters

Portfolio positions

This chart displays the top 10 holdings in Sc&h Financial Advisors, Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 155 positions.

Assets under management

The assets under management (AUM) of Sc&h Financial Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 663.227M in assets, with a quarterly growth rate of 2.61% and a 2-quarter average growth rate of 4%. The portfolio is managed by Caitlin Garner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
DFAC Dimensional Us Core Equity 2 Recent Activity Increased 0.5%	12.8%	$84.874M 2.184M shares@ $38.87 avg price	Increased 0.5%
AVUS Avantis U.s. Equity Etf Recent Activity Increased 1.28%	10.66%	$70.687M 635,792 shares@ $111.18 avg price	Increased 1.28%
DFAU Dimensional Us Core Equity M Recent Activity Increased 3.62%	5.95%	$39.401M 873,258 shares@ $45.12 avg price	Increased 3.62%
DFAI Dimensional International Co Recent Activity Increased 3.55%	5.48%	$36.317M 932,172 shares@ $38.97 avg price	Increased 3.55%
DFIC Dimensional International Co Recent Activity Increased 2.48%	5.17%	$34.244M 963,800 shares@ $35.53 avg price	Increased 2.48%
DFUS Dimensional Us Eq Mkt Etf Recent Activity Increased 3.63%	4.86%	$32.205M 454,165 shares@ $70.92 avg price	Increased 3.63%
DUSB Dimension Ultrashort Fi Etf Recent Activity Increased 12.65%	4.65%	$30.799M 607,348 shares@ $50.71 avg price	Increased 12.65%
DCOR Dimensional Us Core Eq 1 Etf Recent Activity Increased 4.86%	4.61%	$30.556M 423,921 shares@ $72.09 avg price	Increased 4.86%
AVDE Avantis International Equity Recent Activity Decreased -0.33%	4.24%	$28.058M 330,713 shares@ $84.84 avg price	Decreased -0.33%
AVEM Avantis Emerging Markets Eq Recent Activity Increased 0.79%	3.89%	$25.796M 320,134 shares@ $80.58 avg price	Increased 0.79%

1-10 of 155