SC&H Financial Advisors, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), SC&H Financial Advisors, Inc. reported 144 stock positions worth $408.0 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.9% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 12.2%) and Dimensional US Core Equity M (DFAU, 6.2%). Compared with Q1 2024, it opened 4 new positions, sold out of 3, added to 66 and reduced 40. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +10%) and the biggest sale Avantis US Small Cap Value (AVUV, shares −0%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0001907898
Portfolio Value
$408.0M (Q2 2024)
SEC Filing
0001085146-24-003431 ↗ filed Aug 2, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $384.1M Q1 2024 Q2 2024: $408.0M $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 144 stocks · $408.0M
DFAC Dimensional US Core Equity 2 14.92% 1,888,886 $60.9M Add +9.7%
AVUS Avantis U.S. Equity ETF 12.18% 550,920 $49.7M Add +8.7%
DFAU Dimensional US Core Equity M 6.17% 672,076 $25.2M Add +4.8%
AVDE Avantis International Equity 4.75% 311,435 $19.4M Add +6.3%
DFAI Dimensional International Co. 4.40% 604,840 $17.9M Add +4.6%
DFIC Dimensional International Co. 4.12% 638,701 $16.8M Add +12.6%
DFUS Dimensional US Eq MKT ETF 4.05% 280,747 $16.5M Add +10.3%
AVEM Avantis Emerging Markets Eq 3.78% 252,806 $15.4M Add +7.6%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.88% 47,011 $11.7M Reduce -0.7%
IVV iShares Core S&P 500 ETF 2.55% 19,002 $10.4M Add +0.6%
IEFA iShares Core MSCI Eafe ETF 2.13% 119,430 $8.7M Add +0.7%
DFAE Dimensional Emerging Core Eq 2.03% 319,977 $8.3M Add +5.8%
AAPL Apple Inc. 1.92% 37,291 $7.9M Reduce -6.0%
DFSD Dimensional Short Duration 1.73% 150,323 $7.1M Add +13.7%
MSFT Microsoft Corp. 1.62% 14,766 $6.6M Add +1.7%
DFAX Dimensional World Ex US Core 1.28% 205,018 $5.2M Add +3.6%
AVUV Avantis US Small Cap Value 1.04% 47,153 $4.2M Reduce -0.2%
DFEM Dimensional Emrg MRKT Core 1.01% 154,147 $4.1M Add +5.4%
DFAT Dimensional US Target Value 0.92% 72,328 $3.8M Add +5.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.90% 6,764 $3.7M Reduce -2.7%
DFAS Dimensional US Small Cap ETF 0.73% 49,379 $3.0M Add +1.2%
REET iShares Global REIT ETF 0.70% 122,586 $2.9M Add +7.1%
VTI VG Morningstar TS MKT ETF-US 0.67% 10,227 $2.7M Add +2.8%
ITOT iShares Core S&P Total U.S. 0.65% 22,374 $2.7M Reduce -1.0%
VIG Vanguard Dividend Apprec ETF 0.65% 14,418 $2.6M Reduce -4.7%
AVIG Avantis Core Fixed Income 0.62% 62,348 $2.5M Add +13.9%
GOOGL Alphabet Inc. Class A 0.60% 13,534 $2.5M Reduce -5.0%
DFSV Dimensional US Small Cap Val 0.57% 81,466 $2.3M Add +0.2%
VCIT Vanguard Int-Term Corporate 0.57% 28,990 $2.3M Add +0.8%
COST Costco Wholesale Corp. 0.57% 2,723 $2.3M Reduce -0.7%
DFCF Dimensional Core Fixed Inc. 0.54% 52,980 $2.2M Add +3.4%
DCOR Dimensional US Core Eq 1 ETF 0.50% 34,540 $2.1M Add +84.4%
VT Vanguard Tot World STK ETF 0.45% 16,430 $1.9M Reduce -0.8%
AGG iShares Core U.S. Aggregate 0.45% 19,042 $1.8M Add +18.5%
BSV Vanguard Short-Term Bond ETF 0.42% 22,543 $1.7M Reduce -10.2%
V Visa Inc. Class A 0.41% 6,397 $1.7M Reduce -1.1%
IEMG iShares Core MSCI Emerging 0.40% 30,439 $1.6M Reduce -0.5%
IWB iShares Russell 1000 ETF 0.38% 5,260 $1.6M Add +0.1%
DFLV Dim US Large Cap Value ETF 0.38% 53,239 $1.5M Add +0.2%
DIHP Dimensional International Hi 0.37% 57,605 $1.5M Add +2.2%
JPM JPMorgan Chase & Co. 0.37% 7,475 $1.5M Add +2.5%
AVGE Avantis All Eqty Mrkts ETF 0.37% 21,689 $1.5M Add +12.4%
AVLV Avantis US Large Cap Value 0.36% 23,533 $1.5M Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.35% 7,784 $1.4M Add +6.3%
DES Wisdomtree US Smallcap Divid 0.35% 45,561 $1.4M Add +0.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.34% 9,284 $1.4M Reduce -1.9%
GOOG Alphabet Inc. Class C 0.33% 7,270 $1.3M Add +5.8%
MA Mastercard Inc. Class A 0.32% 2,947 $1.3M Reduce -1.5%
UNH Unitedhealth Group Inc. 0.30% 2,392 $1.2M Add +0.1%
SPLV Invesco S&P 500 Low Volatili 0.30% 18,620 $1.2M Reduce -7.7%
VB Vanguard Most SM-Cap ETF-Usd 0.29% 5,379 $1.2M Add +0.4%
AVDV Avantis Intl S/C Value ETF 0.27% 16,960 $1.1M Add +0.6%
SDY SS SPDR S&P Dividend ETF 0.26% 8,390 $1.1M Reduce -0.5%
PG The Procter & Gamble Co. 0.26% 6,459 $1.1M Add +36.6%
AVRE Avantis Real Estate ETF 0.25% 24,720 $1.0M Reduce -4.7%
EFA iShares MSCI Eafe ETF 0.25% 12,813 $1.0M Add +0.7%
IWM iShares Russell 2000 ETF 0.24% 4,916 $997K Reduce -3.3%
BRK.B Berkshire Hathaway Inc. Class B 0.24% 2,439 $992K Reduce -6.3%
DFGR Dim Global Real Estate ETF 0.24% 39,578 $989K Add +8.3%
IXUS iShares Core Intl Stock ETF 0.24% 14,245 $962K Reduce -0.4%
LRCX Lam Research Corp. 0.23% 900 $958K No change
PAYX Paychex Inc. 0.23% 7,850 $931K Reduce -10.0%
HD Home Depot Inc. 0.22% 2,665 $917K No change
META Meta Platforms Inc. Class A 0.22% 1,814 $915K No change
AVSF Avantis Short-Term Fixed Inc. 0.22% 19,302 $891K Reduce -9.2%
VXUS Vanguard Total Intl Stock 0.21% 14,539 $877K Add +0.6%
IJR iShares Core S&P Small-Cap E 0.20% 7,781 $830K Reduce -1.9%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.20% 3,571 $820K Reduce -11.3%
CTAS Cintas Corp. 0.20% 1,165 $816K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 3,281 $794K No change
CINF Cincinnati Financial Corp. 0.19% 6,600 $779K Reduce -6.0%
PRF Invesco Rafi US 1000 ETF 0.19% 20,213 $767K Add +0.3%
UPS United Parcel Service Class B 0.18% 5,271 $721K Add +3.1%
VXF Vanguard Extended Market ETF 0.17% 4,151 $701K No change
IJH iShares Core S&P Midcap ETF 0.17% 11,970 $700K Add +17.6%
DUHP Dimensional US High Profi Et 0.17% 21,612 $691K Add +3.0%
AMZN Amazon.com Inc. 0.17% 3,568 $690K Add +18.8%
WMT Walmart Inc. 0.17% 10,124 $686K Add +0.1%
PLD Prologis Inc. 0.17% 6,038 $678K Reduce -5.7%
TMO Thermo Fisher Scientific Inc. 0.16% 1,188 $657K No change
LOW Lowe's Cos Inc. 0.15% 2,864 $631K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.15% 1,292 $619K Reduce -1.8%
BRK.A Berkshire Hathaway Inc. Class A 0.15% 1 $612K No change
MKC McCormick & Co.-Non VTG SHRS 0.15% 8,359 $593K Add +2.8%
VDE Vanguard Energy ETF 0.13% 4,143 $529K No change
ADBE Adobe Inc. 0.12% 908 $504K No change
MCD McDonald's Corp. 0.12% 1,963 $500K No change
IWD iShares Russell 1000 Value E 0.11% 2,612 $456K Add +0.2%
ZTS Zoetis Inc. 0.11% 2,605 $452K Add +13.1%
AWK American Water Works Co. Inc. 0.11% 3,380 $437K Reduce -4.5%
EW Edwards Lifesciences Corp. 0.11% 4,722 $436K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.11% 2,711 $435K Reduce -18.3%
MDLZ Mondelez International Inc. Class A 0.10% 6,538 $428K Add +7.0%
NNN NNN REIT Inc. 0.10% 9,904 $422K Reduce -11.2%
GSLC Goldman Activebeta US LC ETF 0.10% 3,935 $421K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.10% 10,484 $417K Add +70.8%
VCSH Vanguard S/T Corp. Bond ETF 0.10% 5,300 $410K No change
DFAR Dimensional US Real Est ETF 0.10% 18,267 $404K Add +0.4%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.10% 1,515 $393K Reduce -13.4%
ES Eversource Energy 0.09% 6,769 $384K Reduce -23.3%
AVGO Broadcom Inc. 0.09% 238 $381K No change
NVDA Nvidia Corp. 0.09% 3,041 $376K Reduce -11.6%
DHR Danaher Corp. 0.09% 1,502 $375K Add +4.5%
XEL Xcel Energy Inc. 0.09% 6,943 $371K Reduce -11.6%
DISV Dimensional International SM 0.09% 13,580 $365K Add +0.2%
APH Amphenol Corp. Class A 0.09% 5,220 $352K No change
ISTB iShares Core 1-5 Year Usd Bo 0.08% 7,027 $333K Add +0.6%
ATO Atmos Energy Corp. 0.08% 2,824 $329K No change
VWO Vanguard Ftse Emerging Marke 0.08% 7,373 $323K Reduce -38.0%
DFAW Dimensional World Eqty ETF 0.08% 5,389 $321K Add +45.3%
DFIP Dimensional Inflation-Protec 0.08% 7,735 $316K Reduce -12.4%
BX Blackstone Inc. 0.08% 2,532 $313K No change
IYE iShares U.S. Energy ETF 0.08% 6,405 $307K Add +0.2%
CEG Constellation Energy 0.07% 1,521 $305K Add +1.3%
QCOM Qualcomm Inc. 0.07% 1,526 $304K Add +11.0%
IUSV iShares Core S&P U.S. Value 0.07% 3,397 $299K Add +0.3%
ACN Accenture PLC Class A 0.07% 975 $296K No change
VONG Vanguard Russell 1000 Growth 0.07% 3,112 $292K No change
NOC Northrop Grumman Corp. 0.07% 657 $287K Add +0.1%
MTD Mettler-Toledo International 0.07% 201 $281K Reduce -9.1%
VOO Vanguard S&P 500 ETF 0.07% 560 $280K Add +25.6%
HCA HCA Healthcare Inc. 0.07% 866 $278K No change
PHM Pultegroup Inc. 0.07% 2,480 $273K No change
TXT Textron Inc. 0.07% 3,108 $267K No change
FENI Fidelity Enhanced Intl ETF 0.06% 9,064 $257K Reduce -1.9%
SPHQ Invesco S&P 500 Quality ETF 0.06% 4,027 $256K Add +0.1%
KMB Kimberly-Clark Corp. 0.06% 1,851 $256K No change
JNJ Johnson & Johnson 0.06% 1,671 $244K Reduce -5.0%
SBUX Starbucks Corp. 0.06% 3,126 $243K Reduce -0.7%
PNC PNC Financial Services Group 0.06% 1,542 $240K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.06% 3,533 $237K No change
XLC SS Comm Select Sector SPDR 0.06% 2,640 $226K No change
BIP Brookfield Infrastructure Pa 0.06% 8,182 $225K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 595 $222K No change
VNQ Vanguard Real Estate ETF 0.05% 2,627 $220K No change
SYY Sysco Corp. 0.05% 3,061 $219K Add +7.3%
IYY iShares Dow Jones U.S. ETF 0.05% 1,636 $216K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 1,779 $205K No change
SMMD iShares Russell 2500 ETF 0.05% 3,267 $205K New
TFC Truist Financial Corp. 0.05% 5,183 $201K No change
ABBV Abbvie Inc. 0.05% 1,167 $200K New
BCAB Bioatla Inc. 0.02% 65,519 $90K No change
EHTH Ehealth Inc. 0.01% 10,000 $45K New
ZDGE Zedge Inc. Class B 0.01% 10,000 $31K New

Portfolio Sells Q1 2024 → Q2 2024
AVUV Avantis US Small Cap Value Reduce -0.2% 1.04% −0.12
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.7% 2.88% −0.08
BSV Vanguard Short-Term Bond ETF Reduce -10.2% 0.42% −0.08
VIG Vanguard Dividend Apprec ETF Reduce -4.7% 0.65% −0.07
V Visa Inc. Class A Reduce -1.1% 0.41% −0.06
MA Mastercard Inc. Class A Reduce -1.5% 0.32% −0.06
INTC Intel Corp. Sold out 0.00% −0.06
AIZ Assurant Inc. Sold out 0.00% −0.05
VEA Vanguard Ftse Developed ETF Sold out 0.00% −0.05
PAYX Paychex Inc. Reduce -10.0% 0.23% −0.05
PLD Prologis Inc. Reduce -5.7% 0.17% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -38.0% 0.08% −0.05
SPLV Invesco S&P 500 Low Volatili Reduce -7.7% 0.30% −0.05
VOT Vngrd Mrngstr MC GRW ETF-Usd Reduce -11.3% 0.20% −0.05
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.7% 0.90% −0.04
ES Eversource Energy Reduce -23.3% 0.09% −0.04
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -1.9% 0.34% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -6.3% 0.24% −0.04
AVSF Avantis Short-Term Fixed Inc. Reduce -9.2% 0.22% −0.04
CINF Cincinnati Financial Corp. Reduce -6.0% 0.19% −0.04
AVRE Avantis Real Estate ETF Reduce -4.7% 0.25% −0.04
VTV Vanguard Mrngstr Val ETF-Aui Reduce -18.3% 0.11% −0.03
IWM iShares Russell 2000 ETF Reduce -3.3% 0.24% −0.03
ITOT iShares Core S&P Total U.S. Reduce -1.0% 0.65% −0.03
SDY SS SPDR S&P Dividend ETF Reduce -0.5% 0.26% −0.03
IJR iShares Core S&P Small-Cap E Reduce -1.9% 0.20% −0.02
VT Vanguard Tot World STK ETF Reduce -0.8% 0.45% −0.02
NNN NNN REIT Inc. Reduce -11.2% 0.10% −0.02
XEL Xcel Energy Inc. Reduce -11.6% 0.09% −0.02
AJG Arthur J Gallagher & Co. Reduce -13.4% 0.10% −0.02
DFIP Dimensional Inflation-Protec Reduce -12.4% 0.08% −0.02
IXUS iShares Core Intl Stock ETF Reduce -0.4% 0.24% −0.02
SBUX Starbucks Corp. Reduce -0.7% 0.06% −0.02
JNJ Johnson & Johnson Reduce -5.0% 0.06% −0.01
IEMG iShares Core MSCI Emerging Reduce -0.5% 0.40% −0.01
MTD Mettler-Toledo International Reduce -9.1% 0.07% −0.01
FENI Fidelity Enhanced Intl ETF Reduce -1.9% 0.06% −0.01
AWK American Water Works Co. Inc. Reduce -4.5% 0.11% −0.01
QQQ Invesco QQQ Trust Series 1 Reduce -1.8% 0.15% −0.00
NVDA Nvidia Corp. Reduce -11.6% 0.09% +0.01
COST Costco Wholesale Corp. Reduce -0.7% 0.57% +0.04
GOOGL Alphabet Inc. Class A Reduce -5.0% 0.60% +0.04
AAPL Apple Inc. Reduce -6.0% 1.92% +0.15

Portfolio Buys Q1 2024 → Q2 2024
DFAC Dimensional US Core Equity 2 Add +9.7% 14.92% +0.60
AVUS Avantis U.S. Equity ETF Add +8.7% 12.18% +0.37
DFUS Dimensional US Eq MKT ETF Add +10.3% 4.05% +0.27
AVEM Avantis Emerging Markets Eq Add +7.6% 3.78% +0.24
DCOR Dimensional US Core Eq 1 ETF Add +84.4% 0.50% +0.22
DFIC Dimensional International Co. Add +12.6% 4.12% +0.17
DFSD Dimensional Short Duration Add +13.7% 1.73% +0.11
DFAE Dimensional Emerging Core Eq Add +5.8% 2.03% +0.08
DFAU Dimensional US Core Equity M Add +4.8% 6.17% +0.07
PG The Procter & Gamble Co. Add +36.6% 0.26% +0.06
GOOG Alphabet Inc. Class C Add +5.8% 0.33% +0.05
SMMD iShares Russell 2500 ETF New 0.05% +0.05
ABBV Abbvie Inc. New 0.05% +0.05
AGG iShares Core U.S. Aggregate Add +18.5% 0.45% +0.04
BAC Bank of America Corp. Add +70.8% 0.10% +0.04
DFEM Dimensional Emrg MRKT Core Add +5.4% 1.01% +0.04
AVIG Avantis Core Fixed Income Add +13.9% 0.62% +0.04
AMZN Amazon.com Inc. Add +18.8% 0.17% +0.03
MSFT Microsoft Corp. Add +1.7% 1.62% +0.03
DFAW Dimensional World Eqty ETF Add +45.3% 0.08% +0.02
AVGE Avantis All Eqty Mrkts ETF Add +12.4% 0.37% +0.02
QCOM Qualcomm Inc. Add +11.0% 0.07% +0.01
VOO Vanguard S&P 500 ETF Add +25.6% 0.07% +0.01
EHTH Ehealth Inc. New 0.01% +0.01
IJH iShares Core S&P Midcap ETF Add +17.6% 0.17% +0.01
WMT Walmart Inc. Add +0.1% 0.17% +0.01
ZTS Zoetis Inc. Add +13.1% 0.11% +0.01
ZDGE Zedge Inc. Class B New 0.01% +0.01
CEG Constellation Energy Add +1.3% 0.07% +0.00
DFGR Dim Global Real Estate ETF Add +8.3% 0.24% −0.00
SPHQ Invesco S&P 500 Quality ETF Add +0.1% 0.06% −0.00
DHR Danaher Corp. Add +4.5% 0.09% −0.00
VTI VG Morningstar TS MKT ETF-US Add +2.8% 0.67% −0.00
DUHP Dimensional US High Profi Et Add +3.0% 0.17% −0.00
ISTB iShares Core 1-5 Year Usd Bo Add +0.6% 0.08% −0.00
IUSV iShares Core S&P U.S. Value Add +0.3% 0.07% −0.01
DISV Dimensional International SM Add +0.2% 0.09% −0.01
MDLZ Mondelez International Inc. Class A Add +7.0% 0.10% −0.01
SYY Sysco Corp. Add +7.3% 0.05% −0.01
IYE iShares U.S. Energy ETF Add +0.2% 0.08% −0.01
REET iShares Global REIT ETF Add +7.1% 0.70% −0.01
DFAR Dimensional US Real Est ETF Add +0.4% 0.10% −0.01
UNH Unitedhealth Group Inc. Add +0.1% 0.30% −0.01
IWD iShares Russell 1000 Value E Add +0.2% 0.11% −0.01
JPM JPMorgan Chase & Co. Add +2.5% 0.37% −0.01
IWB iShares Russell 1000 ETF Add +0.1% 0.38% −0.01
NOC Northrop Grumman Corp. Add +0.1% 0.07% −0.01
VXUS Vanguard Total Intl Stock Add +0.6% 0.21% −0.01
PRF Invesco Rafi US 1000 ETF Add +0.3% 0.19% −0.01
MKC McCormick & Co.-Non VTG SHRS Add +2.8% 0.15% −0.02

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