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

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $384.1M $384.1M Q1 2024 Q2 2024: $408.0M Q2 2024 Q3 2024: $457.7M Q3 2024 Q4 2024: $484.1M Q4 2024 Q1 2025: $508.3M Q1 2025 Q2 2025: $585.6M Q2 2025 Q3 2025: $613.4M Q3 2025 Q4 2025: $646.4M Q4 2025 Q1 2026: $663.2M Q1 2026 Q2 2026: $753.8M Q2 2026

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%
ZTS Zoetis Inc. 0.10% 2,304 $390K No change
DISV Dimensional International SM 0.10% 13,547 $368K Reduce -2.7%
DFIP Dimensional Inflation-Protec 0.09% 8,834 $364K No change
DHR Danaher Corp. 0.09% 1,437 $359K Add +0.1%
ACN Accenture PLC Class A 0.09% 975 $338K No change
ATO Atmos Energy Corp. 0.09% 2,824 $336K Reduce -19.8%
BX Blackstone Inc. 0.09% 2,532 $333K No change
ISTB iShares Core 1-5 Year Usd Bo 0.09% 6,984 $331K Reduce -5.3%
IYE iShares U.S. Energy ETF 0.08% 6,392 $316K Add +0.2%
AVGO Broadcom Inc. 0.08% 238 $315K No change
NOC Northrop Grumman Corp. 0.08% 656 $314K No change
NVDA Nvidia Corp. 0.08% 344 $311K Reduce -37.5%
IUSV iShares Core S&P U.S. Value 0.08% 3,385 $306K Add +0.4%
APH Amphenol Corp. Class A 0.08% 2,610 $301K No change
PHM Pultegroup Inc. 0.08% 2,480 $299K No change
TXT Textron Inc. 0.08% 3,108 $298K Add +0.0%
MTD Mettler-Toledo International 0.08% 221 $294K Reduce -4.3%
HCA HCA Healthcare Inc. 0.08% 866 $289K Reduce -5.5%
SBUX Starbucks Corp. 0.07% 3,147 $288K Add +0.2%
JNJ Johnson & Johnson 0.07% 1,758 $278K Add +0.1%
CEG Constellation Energy 0.07% 1,501 $277K New
VONG Vanguard Russell 1000 Growth 0.07% 3,112 $270K Add +0.1%
FENI Fidelity Enhanced Intl ETF 0.07% 9,239 $264K Add +0.4%
BIP Brookfield Infrastructure Pa 0.07% 8,182 $255K No change
PNC PNC Financial Services Group 0.06% 1,542 $249K No change
SPHQ Invesco S&P 500 Quality ETF 0.06% 4,024 $243K Add +0.1%
KMB Kimberly-Clark Corp. 0.06% 1,851 $239K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.06% 3,533 $238K Add +0.4%
QCOM Qualcomm Inc. 0.06% 1,375 $233K Reduce -8.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 6,138 $233K Reduce -19.0%
SYY Sysco Corp. 0.06% 2,853 $232K Add +0.3%
VNQ Vanguard Real Estate ETF 0.06% 2,627 $227K Reduce -1.8%
BCAB Bioatla Inc. 0.06% 65,519 $225K No change
DFAW Dimensional World Eqty ETF 0.06% 3,710 $219K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.06% 1,779 $217K New
XLC SS Comm Select Sector SPDR 0.06% 2,640 $216K New
VOO Vanguard S&P 500 ETF 0.06% 446 $214K New
INTC Intel Corp. 0.06% 4,782 $211K No change
IYY iShares Dow Jones U.S. ETF 0.05% 1,636 $210K New
AIZ Assurant Inc. 0.05% 1,110 $209K New
VEA Vanguard Ftse Developed ETF 0.05% 4,156 $209K Reduce -4.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 595 $205K New
TFC Truist Financial Corp. 0.05% 5,183 $202K New

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

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 160$753.8MDFAC, AVUS, DFAU, DFAI, DFUS
Q1 2026 155$663.2MDFAC, AVUS, DFAU, DFAI, DFIC
Q4 2025 159$646.4MDFAC, AVUS, DFAU, DFAI, DFUS
Q3 2025 147$613.4MDFAC, AVUS, DFAU, DFUS, DFAI
Q2 2025 156$585.6MDFAC, AVUS, DFAU, DUSB, DFAI
Q1 2025 151$508.3MDFAC, AVUS, DFAU, DFIC, DFAI
Q4 2024 148$484.1MDFAC, AVUS, DFAU, DFUS, AVDE
Q3 2024 153$457.7MDFAC, AVUS, DFAU, AVDE, DFAI
Q2 2024 144$408.0MDFAC, AVUS, DFAU, AVDE, DFAI
Q1 2024 143$384.1MDFAC, AVUS, DFAU, AVDE, DFAI