SC&H Financial Advisors, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 2, 2024), SC&H Financial Advisors, Inc. reported 143 stock positions worth $384.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.3% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 11.8%) and Dimensional US Core Equity M (DFAU, 6.1%). Compared with Q4 2023, it opened 9 new positions, sold out of 4, added to 62 and reduced 43. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +7%) and the biggest sale Vanguard Short-Term Bond ETF (BSV, shares −16%).
- Most Recent 13F
- Q2 2026
- Location
- HUNT VALLEY, MD
- CIK
- 0001907898
- Portfolio Value
- $384.1M (Q1 2024)
- SEC Filing
- 0001907898-24-000004 ↗ filed May 2, 2024
Holdings Value
Holdings 143 stocks · $384.1M
| DFAC Dimensional US Core Equity 2 | 14.33% | 1,722,382 | $55.0M | Add +7.5% |
| AVUS Avantis U.S. Equity ETF | 11.81% | 506,897 | $45.4M | Add +7.3% |
| DFAU Dimensional US Core Equity M | 6.10% | 641,496 | $23.4M | Add +5.5% |
| AVDE Avantis International Equity | 4.86% | 292,963 | $18.7M | Add +5.1% |
| DFAI Dimensional International Co. | 4.55% | 578,044 | $17.5M | Add +3.9% |
| DFIC Dimensional International Co. | 3.95% | 567,138 | $15.2M | Add +9.3% |
| DFUS Dimensional US Eq MKT ETF | 3.78% | 254,644 | $14.5M | Add +7.6% |
| AVEM Avantis Emerging Markets Eq | 3.55% | 234,944 | $13.6M | Add +7.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.96% | 47,354 | $11.4M | Reduce -0.9% |
| IVV iShares Core S&P 500 ETF | 2.59% | 18,895 | $9.9M | Reduce -3.0% |
| IEFA iShares Core MSCI Eafe ETF | 2.29% | 118,615 | $8.8M | Reduce -1.2% |
| DFAE Dimensional Emerging Core Eq | 1.95% | 302,509 | $7.5M | Add +2.3% |
| AAPL Apple Inc. | 1.77% | 39,656 | $6.8M | Add +3.8% |
| DFSD Dimensional Short Duration | 1.62% | 132,211 | $6.2M | Add +7.8% |
| MSFT Microsoft Corp. | 1.59% | 14,515 | $6.1M | Reduce -5.4% |
| DFAX Dimensional World Ex US Core | 1.31% | 197,945 | $5.0M | Add +1.7% |
| AVUV Avantis US Small Cap Value | 1.15% | 47,267 | $4.4M | Add +5.2% |
| DFAT Dimensional US Target Value | 0.98% | 68,863 | $3.7M | Add +2.0% |
| DFEM Dimensional Emrg MRKT Core | 0.97% | 146,199 | $3.7M | Add +5.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 6,954 | $3.6M | Add +6.1% |
| DFAS Dimensional US Small Cap ETF | 0.79% | 48,810 | $3.0M | Add +2.3% |
| VIG Vanguard Dividend Apprec ETF | 0.72% | 15,126 | $2.8M | Add +0.1% |
| REET iShares Global REIT ETF | 0.71% | 114,413 | $2.7M | Reduce -0.5% |
| ITOT iShares Core S&P Total U.S. | 0.68% | 22,604 | $2.6M | Reduce -3.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 9,948 | $2.6M | Add +0.3% |
| DFSV Dimensional US Small Cap Val | 0.64% | 81,296 | $2.4M | Add +1.2% |
| VCIT Vanguard Int-Term Corporate | 0.60% | 28,763 | $2.3M | Add +3.8% |
| AVIG Avantis Core Fixed Income | 0.59% | 54,716 | $2.3M | Add +0.9% |
| GOOGL Alphabet Inc. Class A | 0.56% | 14,240 | $2.1M | Reduce -3.4% |
| DFCF Dimensional Core Fixed Inc. | 0.56% | 51,231 | $2.1M | Add +12.7% |
| COST Costco Wholesale Corp. | 0.52% | 2,742 | $2.0M | Reduce -2.0% |
| BSV Vanguard Short-Term Bond ETF | 0.50% | 25,089 | $1.9M | Reduce -16.3% |
| VT Vanguard Tot World STK ETF | 0.48% | 16,563 | $1.8M | Reduce -8.5% |
| V Visa Inc. Class A | 0.47% | 6,471 | $1.8M | Reduce -2.9% |
| DFLV Dim US Large Cap Value ETF | 0.41% | 53,151 | $1.6M | Add +0.7% |
| IEMG iShares Core MSCI Emerging | 0.41% | 30,583 | $1.6M | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 0.41% | 16,067 | $1.6M | Reduce -7.2% |
| DIHP Dimensional International Hi | 0.40% | 56,352 | $1.5M | Add +9.6% |
| IWB iShares Russell 1000 ETF | 0.39% | 5,257 | $1.5M | Add +0.1% |
| AVLV Avantis US Large Cap Value | 0.39% | 23,436 | $1.5M | Add +0.3% |
| DES Wisdomtree US Smallcap Divid | 0.39% | 45,422 | $1.5M | Add +0.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.38% | 9,466 | $1.5M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 0.38% | 7,296 | $1.5M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 0.38% | 2,992 | $1.4M | Reduce -3.8% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.37% | 7,325 | $1.4M | Reduce -2.6% |
| AVGE Avantis All Eqty Mrkts ETF | 0.35% | 19,303 | $1.3M | Add +50.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.35% | 20,177 | $1.3M | Reduce -5.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 5,356 | $1.2M | Add +1.9% |
| UNH Unitedhealth Group Inc. | 0.31% | 2,390 | $1.2M | Add +0.1% |
| AVDV Avantis Intl S/C Value ETF | 0.29% | 16,865 | $1.1M | No change |
| SDY SS SPDR S&P Dividend ETF | 0.29% | 8,429 | $1.1M | No change |
| DCOR Dimensional US Core Eq 1 ETF | 0.29% | 18,732 | $1.1M | Add +39.2% |
| AVRE Avantis Real Estate ETF | 0.29% | 25,938 | $1.1M | Add +5.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.29% | 2,604 | $1.1M | Add +6.8% |
| PAYX Paychex Inc. | 0.28% | 8,722 | $1.1M | Reduce -12.3% |
| IWM iShares Russell 2000 ETF | 0.28% | 5,081 | $1.1M | Add +0.9% |
| GOOG Alphabet Inc. Class C | 0.27% | 6,869 | $1.0M | No change |
| HD Home Depot Inc. | 0.27% | 2,665 | $1.0M | Reduce -11.8% |
| EFA iShares MSCI Eafe ETF | 0.26% | 12,721 | $1.0M | Reduce -0.2% |
| AVSF Avantis Short-Term Fixed Inc. | 0.26% | 21,268 | $984K | Reduce -3.0% |
| IXUS iShares Core Intl Stock ETF | 0.25% | 14,308 | $971K | Add +3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 4,028 | $950K | No change |
| DFGR Dim Global Real Estate ETF | 0.24% | 36,535 | $933K | Add +3.7% |
| META Meta Platforms Inc. Class A | 0.23% | 1,814 | $881K | No change |
| IJR iShares Core S&P Small-Cap E | 0.23% | 7,932 | $877K | Add +1.5% |
| LRCX Lam Research Corp. | 0.23% | 900 | $874K | No change |
| CINF Cincinnati Financial Corp. | 0.23% | 7,025 | $872K | Reduce -14.2% |
| VXUS Vanguard Total Intl Stock | 0.23% | 14,455 | $872K | Add +0.3% |
| PLD Prologis Inc. | 0.22% | 6,400 | $833K | Reduce -4.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.21% | 3,281 | $820K | Add +2.8% |
| CTAS Cintas Corp. | 0.21% | 1,165 | $800K | No change |
| PRF Invesco Rafi US 1000 ETF | 0.20% | 20,160 | $776K | Add +0.2% |
| PG The Procter & Gamble Co. | 0.20% | 4,728 | $767K | Reduce -0.6% |
| UPS United Parcel Service Class B | 0.20% | 5,113 | $760K | Add +24.3% |
| LOW Lowe's Cos Inc. | 0.19% | 2,861 | $729K | Add +0.1% |
| VXF Vanguard Extended Market ETF | 0.19% | 4,151 | $728K | Add +0.2% |
| TMO Thermo Fisher Scientific Inc. | 0.18% | 1,188 | $690K | Reduce -11.9% |
| DUHP Dimensional US High Profi Et | 0.17% | 20,979 | $663K | Add +0.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.17% | 1 | $634K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.16% | 8,134 | $625K | Reduce -4.7% |
| IJH iShares Core S&P Midcap ETF | 0.16% | 10,180 | $618K | Add +4.1% |
| WMT Walmart Inc. | 0.16% | 10,112 | $608K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,316 | $584K | Add +1.1% |
| MCD McDonald's Corp. | 0.14% | 1,963 | $554K | Reduce -10.2% |
| VDE Vanguard Energy ETF | 0.14% | 4,143 | $546K | Add +0.2% |
| AMZN Amazon.com Inc. | 0.14% | 3,003 | $542K | Add +51.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.14% | 3,320 | $541K | Reduce -24.5% |
| ES Eversource Energy | 0.14% | 8,823 | $527K | No change |
| VWO Vanguard Ftse Emerging Marke | 0.13% | 11,900 | $497K | Reduce -6.0% |
| NNN NNN REIT Inc. | 0.12% | 11,151 | $477K | No change |
| IWD iShares Russell 1000 Value E | 0.12% | 2,607 | $467K | Add +0.2% |
| ADBE Adobe Inc. | 0.12% | 908 | $458K | No change |
| EW Edwards Lifesciences Corp. | 0.12% | 4,722 | $451K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.11% | 1,750 | $438K | No change |
| AWK American Water Works Co. Inc. | 0.11% | 3,540 | $433K | Reduce -8.0% |
| MDLZ Mondelez International Inc. Class A | 0.11% | 6,111 | $428K | Reduce -0.1% |
| XEL Xcel Energy Inc. | 0.11% | 7,854 | $422K | Reduce -9.2% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.11% | 5,300 | $410K | No change |
| GSLC Goldman Activebeta US LC ETF | 0.11% | 3,935 | $408K | No change |
| DFAR Dimensional US Real Est ETF | 0.11% | 18,193 | $407K | Add +14.9% |
Portfolio Sells Q4 2023 → Q1 2024
| BSV Vanguard Short-Term Bond ETF | Reduce -16.3% | 0.50% | −0.16 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -1.2% | 2.29% | −0.14 |
| IVV iShares Core S&P 500 ETF | Reduce -3.0% | 2.59% | −0.10 |
| REET iShares Global REIT ETF | Reduce -0.5% | 0.71% | −0.10 |
| LIN Linde PLC | Sold out | 0.00% | −0.09 |
| AGG iShares Core U.S. Aggregate | Reduce -7.2% | 0.41% | −0.09 |
| MSFT Microsoft Corp. | Reduce -5.4% | 1.59% | −0.07 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.06 |
| BMY Bristol-Myers Squibb Co. | Sold out | 0.00% | −0.06 |
| PAYX Paychex Inc. | Reduce -12.3% | 0.28% | −0.06 |
| TT Trane Technologies PLC | Sold out | 0.00% | −0.06 |
| VT Vanguard Tot World STK ETF | Reduce -8.5% | 0.48% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -0.9% | 2.96% | −0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -24.5% | 0.14% | −0.05 |
| XEL Xcel Energy Inc. | Reduce -9.2% | 0.11% | −0.04 |
| MCD McDonald's Corp. | Reduce -10.2% | 0.14% | −0.04 |
| PLD Prologis Inc. | Reduce -4.5% | 0.22% | −0.04 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -5.0% | 0.35% | −0.04 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -3.0% | 0.26% | −0.04 |
| HD Home Depot Inc. | Reduce -11.8% | 0.27% | −0.04 |
| IEMG iShares Core MSCI Emerging | Reduce -0.1% | 0.41% | −0.04 |
| ITOT iShares Core S&P Total U.S. | Reduce -3.9% | 0.68% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 0.56% | −0.03 |
| AWK American Water Works Co. Inc. | Reduce -8.0% | 0.11% | −0.03 |
| ATO Atmos Energy Corp. | Reduce -19.8% | 0.09% | −0.03 |
| V Visa Inc. Class A | Reduce -2.9% | 0.47% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -11.9% | 0.18% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -3.4% | 0.38% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -2.6% | 0.37% | −0.02 |
| VWO Vanguard Ftse Emerging Marke | Reduce -6.0% | 0.13% | −0.02 |
| CINF Cincinnati Financial Corp. | Reduce -14.2% | 0.23% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.1% | 0.11% | −0.02 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -5.3% | 0.09% | −0.01 |
| BAC Bank of America Corp. | Reduce -19.0% | 0.06% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -0.2% | 0.26% | −0.01 |
| COST Costco Wholesale Corp. | Reduce -2.0% | 0.52% | −0.01 |
| VNQ Vanguard Real Estate ETF | Reduce -1.8% | 0.06% | −0.01 |
| DISV Dimensional International SM | Reduce -2.7% | 0.10% | −0.01 |
| MA Mastercard Inc. Class A | Reduce -3.8% | 0.38% | −0.01 |
| VEA Vanguard Ftse Developed ETF | Reduce -4.6% | 0.05% | −0.01 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -4.7% | 0.16% | −0.01 |
| MTD Mettler-Toledo International | Reduce -4.3% | 0.08% | −0.00 |
| QCOM Qualcomm Inc. | Reduce -8.3% | 0.06% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.20% | −0.00 |
| NVDA Nvidia Corp. | Reduce -37.5% | 0.08% | +0.00 |
| HCA HCA Healthcare Inc. | Reduce -5.5% | 0.08% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 0.38% | +0.01 |
Portfolio Buys Q4 2023 → Q1 2024
| DFAC Dimensional US Core Equity 2 | Add +7.5% | 14.33% | +0.82 |
| AVUS Avantis U.S. Equity ETF | Add +7.3% | 11.81% | +0.70 |
| DFAU Dimensional US Core Equity M | Add +5.5% | 6.10% | +0.27 |
| DFUS Dimensional US Eq MKT ETF | Add +7.6% | 3.78% | +0.24 |
| DFIC Dimensional International Co. | Add +9.3% | 3.95% | +0.13 |
| AVGE Avantis All Eqty Mrkts ETF | Add +50.8% | 0.35% | +0.11 |
| DCOR Dimensional US Core Eq 1 ETF | Add +39.2% | 0.29% | +0.08 |
| CEG Constellation Energy | New | 0.07% | +0.07 |
| DFAW Dimensional World Eqty ETF | New | 0.06% | +0.06 |
| TROW T Rowe Price Group Inc. | New | 0.06% | +0.06 |
| XLC SS Comm Select Sector SPDR | New | 0.06% | +0.06 |
| VOO Vanguard S&P 500 ETF | New | 0.06% | +0.06 |
| IYY iShares Dow Jones U.S. ETF | New | 0.05% | +0.05 |
| AIZ Assurant Inc. | New | 0.05% | +0.05 |
| AMZN Amazon.com Inc. | Add +51.4% | 0.14% | +0.05 |
| VUG Vanguard Mrngstar GR ETF-Sui | New | 0.05% | +0.05 |
| TFC Truist Financial Corp. | New | 0.05% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +6.1% | 0.95% | +0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.8% | 0.29% | +0.03 |
| DIHP Dimensional International Hi | Add +9.6% | 0.40% | +0.01 |
| UPS United Parcel Service Class B | Add +24.3% | 0.20% | +0.01 |
| LOW Lowe's Cos Inc. | Add +0.1% | 0.19% | +0.01 |
| AVDE Avantis International Equity | Add +5.1% | 4.86% | +0.01 |
| TXT Textron Inc. | Add +0.0% | 0.08% | +0.01 |
| IJH iShares Core S&P Midcap ETF | Add +4.1% | 0.16% | +0.00 |
| DFCF Dimensional Core Fixed Inc. | Add +12.7% | 0.56% | +0.00 |
| DFLV Dim US Large Cap Value ETF | Add +0.7% | 0.41% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +0.3% | 0.39% | +0.00 |
| VDE Vanguard Energy ETF | Add +0.2% | 0.14% | +0.00 |
| DFAR Dimensional US Real Est ETF | Add +14.9% | 0.11% | +0.00 |
| IYE iShares U.S. Energy ETF | Add +0.2% | 0.08% | +0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.1% | 0.06% | +0.00 |
| SYY Sysco Corp. | Add +0.3% | 0.06% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.07% | +0.00 |
| DUHP Dimensional US High Profi Et | Add +0.2% | 0.17% | 0.00 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.8% | 0.21% | −0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.06% | −0.00 |
| FENI Fidelity Enhanced Intl ETF | Add +0.4% | 0.07% | −0.00 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.1% | 0.15% | −0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.2% | 0.20% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.4% | 0.08% | −0.00 |
| DHR Danaher Corp. | Add +0.1% | 0.09% | −0.00 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.12% | −0.00 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.39% | −0.00 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.9% | 0.32% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 0.67% | −0.01 |
| IXUS iShares Core Intl Stock ETF | Add +3.4% | 0.25% | −0.01 |
| VXF Vanguard Extended Market ETF | Add +0.2% | 0.19% | −0.01 |
| JNJ Johnson & Johnson | Add +0.1% | 0.07% | −0.01 |
| AVUV Avantis US Small Cap Value | Add +5.2% | 1.15% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 160 | $753.8M | DFAC, AVUS, DFAU, DFAI, DFUS |
| Q1 2026 | 155 | $663.2M | DFAC, AVUS, DFAU, DFAI, DFIC |
| Q4 2025 | 159 | $646.4M | DFAC, AVUS, DFAU, DFAI, DFUS |
| Q3 2025 | 147 | $613.4M | DFAC, AVUS, DFAU, DFUS, DFAI |
| Q2 2025 | 156 | $585.6M | DFAC, AVUS, DFAU, DUSB, DFAI |
| Q1 2025 | 151 | $508.3M | DFAC, AVUS, DFAU, DFIC, DFAI |
| Q4 2024 | 148 | $484.1M | DFAC, AVUS, DFAU, DFUS, AVDE |
| Q3 2024 | 153 | $457.7M | DFAC, AVUS, DFAU, AVDE, DFAI |
| Q2 2024 | 144 | $408.0M | DFAC, AVUS, DFAU, AVDE, DFAI |
| Q1 2024 | 143 | $384.1M | DFAC, AVUS, DFAU, AVDE, DFAI |