SC&H Financial Advisors, Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 25, 2024), SC&H Financial Advisors, Inc. reported 153 stock positions worth $457.7 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, 6.1%). Compared with Q2 2024, it opened 9 new positions, added to 77 and reduced 37. The biggest buy was Dimensional US Core Eq 1 ETF (DCOR, shares +81%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −2%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0001907898
Portfolio Value
$457.7M (Q3 2024)
SEC Filing
0001085146-24-005132 ↗ filed Oct 25, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $384.1M Q1 2024 Q2 2024: $408.0M Q2 2024 Q3 2024: $457.7M $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 153 stocks · $457.7M
DFAC Dimensional US Core Equity 2 14.95% 1,995,584 $68.4M Add +5.7%
AVUS Avantis U.S. Equity ETF 12.21% 587,129 $55.9M Add +6.6%
DFAU Dimensional US Core Equity M 6.11% 704,833 $28.0M Add +4.9%
AVDE Avantis International Equity 4.71% 321,647 $21.6M Add +3.3%
DFAI Dimensional International Co. 4.46% 641,758 $20.4M Add +6.1%
DFIC Dimensional International Co. 4.34% 705,223 $19.8M Add +10.4%
DFUS Dimensional US Eq MKT ETF 4.27% 314,485 $19.6M Add +12.0%
AVEM Avantis Emerging Markets Eq 3.75% 265,430 $17.1M Add +5.0%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.66% 46,285 $12.2M Reduce -1.5%
IVV iShares Core S&P 500 ETF 2.37% 18,819 $10.9M Reduce -1.0%
IEFA iShares Core MSCI Eafe ETF 2.02% 118,280 $9.2M Reduce -1.0%
DFAE Dimensional Emerging Core Eq 2.01% 335,093 $9.2M Add +4.7%
DFSD Dimensional Short Duration 1.91% 183,506 $8.8M Add +22.1%
AAPL Apple Inc. 1.89% 37,039 $8.6M Reduce -0.7%
MSFT Microsoft Corp. 1.43% 15,164 $6.5M Add +2.7%
DFAX Dimensional World Ex US Core 1.24% 210,262 $5.7M Add +2.6%
AVUV Avantis US Small Cap Value 1.07% 50,980 $4.9M Add +8.1%
DFEM Dimensional Emrg MRKT Core 1.01% 164,473 $4.6M Add +6.7%
DFAT Dimensional US Target Value 0.91% 75,063 $4.2M Add +3.8%
DCOR Dimensional US Core Eq 1 ETF 0.87% 62,595 $4.0M Add +81.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.85% 6,766 $3.9M Add +0.0%
REET iShares Global REIT ETF 0.74% 127,316 $3.4M Add +3.9%
DFAS Dimensional US Small Cap ETF 0.73% 51,713 $3.4M Add +4.7%
DFCF Dimensional Core Fixed Inc. 0.68% 71,563 $3.1M Add +35.1%
VTI VG Morningstar TS MKT ETF-US 0.64% 10,332 $2.9M Add +1.0%
VIG Vanguard Dividend Apprec ETF 0.62% 14,432 $2.9M Add +0.1%
ITOT iShares Core S&P Total U.S. 0.61% 22,384 $2.8M Add +0.0%
AVIG Avantis Core Fixed Income 0.58% 62,381 $2.7M Add +0.1%
DFSV Dimensional US Small Cap Val 0.57% 84,858 $2.6M Add +4.2%
VCIT Vanguard Int-Term Corporate 0.54% 29,329 $2.5M Add +1.2%
COST Costco Wholesale Corp. 0.53% 2,723 $2.4M No change
GOOGL Alphabet Inc. Class A 0.49% 13,556 $2.2M Add +0.2%
VT Vanguard Tot World STK ETF 0.43% 16,593 $2.0M Add +1.0%
AGG iShares Core U.S. Aggregate 0.42% 19,129 $1.9M Add +0.5%
BSV Vanguard Short-Term Bond ETF 0.42% 24,257 $1.9M Add +7.6%
IEMG iShares Core MSCI Emerging 0.38% 30,273 $1.7M Reduce -0.6%
V Visa Inc. Class A 0.37% 6,241 $1.7M Reduce -2.4%
AVGE Avantis All Eqty Mrkts ETF 0.36% 22,543 $1.7M Add +3.9%
IWB iShares Russell 1000 ETF 0.36% 5,263 $1.7M Add +0.1%
DUSB Dimension Ultrashort Fi ETF 0.36% 32,506 $1.7M New
DIHP Dimensional International Hi 0.36% 59,101 $1.6M Add +2.6%
DES Wisdomtree US Smallcap Divid 0.34% 45,675 $1.6M Add +0.3%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.34% 7,815 $1.6M Add +0.4%
AVLV Avantis US Large Cap Value 0.34% 23,631 $1.6M Add +0.4%
DFLV Dim US Large Cap Value ETF 0.34% 50,307 $1.5M Reduce -5.5%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.34% 9,155 $1.5M Reduce -1.4%
JPM JPMorgan Chase & Co. 0.33% 7,138 $1.5M Reduce -4.5%
MA Mastercard Inc. Class A 0.31% 2,849 $1.4M Reduce -3.3%
UNH Unitedhealth Group Inc. 0.31% 2,393 $1.4M Add +0.0%
SPLV Invesco S&P 500 Low Volatili 0.29% 18,649 $1.3M Add +0.2%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 5,376 $1.3M Reduce -0.1%
DFGR Dim Global Real Estate ETF 0.27% 43,294 $1.2M Add +9.4%
GOOG Alphabet Inc. Class C 0.27% 7,272 $1.2M Add +0.0%
AVDV Avantis Intl S/C Value ETF 0.26% 17,051 $1.2M Add +0.5%
SDY SS SPDR S&P Dividend ETF 0.26% 8,390 $1.2M No change
AVRE Avantis Real Estate ETF 0.25% 24,125 $1.1M Reduce -2.4%
BRK.B Berkshire Hathaway Inc. Class B 0.25% 2,439 $1.1M No change
PG The Procter & Gamble Co. 0.24% 6,470 $1.1M Add +0.2%
HD Home Depot Inc. 0.24% 2,665 $1.1M No change
META Meta Platforms Inc. Class A 0.23% 1,876 $1.1M Add +3.4%
EFA iShares MSCI Eafe ETF 0.23% 12,813 $1.1M No change
IWM iShares Russell 2000 ETF 0.23% 4,765 $1.1M Reduce -3.1%
PAYX Paychex Inc. 0.22% 7,450 $1000K Reduce -5.1%
IXUS iShares Core Intl Stock ETF 0.21% 13,214 $960K Reduce -7.2%
CTAS Cintas Corp. 0.21% 4,659 $959K No change
VXUS Vanguard Total Intl Stock 0.21% 14,584 $944K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.20% 7,785 $911K Add +0.1%
AVSF Avantis Short-Term Fixed Inc. 0.20% 19,227 $906K Reduce -0.4%
CINF Cincinnati Financial Corp. 0.20% 6,600 $898K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.19% 3,571 $870K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.19% 3,281 $866K No change
PRF Invesco Rafi US 1000 ETF 0.18% 20,267 $823K Add +0.3%
WMT Walmart Inc. 0.18% 10,129 $818K Add +0.1%
LOW Lowe's Cos Inc. 0.17% 2,867 $777K Add +0.1%
PLD Prologis Inc. 0.17% 6,020 $760K Reduce -0.3%
VXF Vanguard Extended Market ETF 0.17% 4,163 $758K Add +0.3%
IJH iShares Core S&P Midcap ETF 0.16% 11,854 $739K Reduce -1.0%
DUHP Dimensional US High Profi Et 0.16% 21,676 $739K Add +0.3%
TMO Thermo Fisher Scientific Inc. 0.16% 1,192 $737K Add +0.3%
LRCX Lam Research Corp. 0.16% 900 $734K No change
UPS United Parcel Service Class B 0.16% 5,273 $719K Add +0.0%
BRK.A Berkshire Hathaway Inc. Class A 0.15% 1 $691K No change
MKC McCormick & Co.-Non VTG SHRS 0.15% 8,079 $665K Reduce -3.4%
QQQ Invesco QQQ Trust Series 1 0.14% 1,321 $645K Add +2.2%
NVDA Nvidia Corp. 0.13% 4,994 $606K Add +64.2%
MCD McDonald's Corp. 0.13% 1,943 $592K Reduce -1.0%
AVGO Broadcom Inc. 0.13% 3,375 $582K Add +41.8%
ZTS Zoetis Inc. 0.11% 2,606 $509K Add +0.0%
AMZN Amazon.com Inc. 0.11% 2,680 $499K Reduce -24.9%
IWD iShares Russell 1000 Value E 0.11% 2,619 $497K Add +0.3%
AWK American Water Works Co. Inc. 0.11% 3,380 $494K No change
MDLZ Mondelez International Inc. Class A 0.11% 6,541 $482K Add +0.1%
NNN NNN REIT Inc. 0.10% 9,904 $480K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.10% 2,694 $470K Reduce -0.6%
ADBE Adobe Inc. 0.10% 908 $470K No change
DFAR Dimensional US Real Est ETF 0.10% 18,328 $470K Add +0.3%
GSLC Goldman Activebeta US LC ETF 0.10% 3,935 $444K No change
ES Eversource Energy 0.10% 6,519 $444K Reduce -3.7%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.09% 1,524 $429K Add +0.6%
XEL Xcel Energy Inc. 0.09% 6,543 $427K Reduce -5.8%
DHR Danaher Corp. 0.09% 1,515 $421K Add +0.9%
DISV Dimensional International SM 0.09% 13,497 $392K Reduce -0.6%
CEG Constellation Energy 0.09% 1,507 $392K Reduce -0.9%
ATO Atmos Energy Corp. 0.09% 2,824 $392K No change
BX Blackstone Inc. 0.08% 2,532 $388K No change
DFAW Dimensional World Eqty ETF 0.08% 5,823 $370K Add +8.1%
VCSH Vanguard S/T Corp. Bond ETF 0.08% 4,500 $357K Reduce -15.1%
PHM Pultegroup Inc. 0.08% 2,480 $356K No change
HCA HCA Healthcare Inc. 0.08% 866 $352K No change
VDE Vanguard Energy ETF 0.08% 2,841 $348K Reduce -31.4%
ACN Accenture PLC Class A 0.08% 975 $345K No change
APH Amphenol Corp. Class A 0.07% 5,220 $340K No change
ISTB iShares Core 1-5 Year Usd Bo 0.07% 6,983 $340K Reduce -0.6%
DFIP Dimensional Inflation-Protec 0.07% 7,787 $329K Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 8,277 $328K Reduce -21.1%
SMMD iShares Russell 2500 ETF 0.07% 4,834 $327K Add +48.0%
NOC Northrop Grumman Corp. 0.07% 590 $312K Reduce -10.2%
EW Edwards Lifesciences Corp. 0.07% 4,722 $312K No change
MTD Mettler-Toledo International 0.07% 201 $301K No change
VONG Vanguard Russell 1000 Growth 0.07% 3,117 $301K Add +0.2%
IUSV iShares Core S&P U.S. Value 0.06% 3,090 $295K Reduce -9.0%
PNC PNC Financial Services Group 0.06% 1,563 $289K Add +1.4%
BIP Brookfield Infrastructure Pa 0.06% 8,182 $287K No change
SBUX Starbucks Corp. 0.06% 2,882 $281K Reduce -7.8%
TXT Textron Inc. 0.06% 3,109 $275K Add +0.0%
FENI Fidelity Enhanced Intl ETF 0.06% 9,088 $275K Add +0.3%
VOO Vanguard S&P 500 ETF 0.06% 515 $272K Reduce -8.0%
JNJ Johnson & Johnson 0.06% 1,674 $271K Add +0.2%
SPHQ Invesco S&P 500 Quality ETF 0.06% 4,030 $271K Add +0.1%
KMB Kimberly-Clark Corp. 0.06% 1,851 $263K No change
IYE iShares U.S. Energy ETF 0.06% 5,653 $262K Reduce -11.7%
QCOM Qualcomm Inc. 0.06% 1,527 $260K Add +0.1%
FNDX Schwab Fndmntl US LRG Co. ETF 0.06% 3,565 $256K Add +0.9%
VNQ Vanguard Real Estate ETF 0.06% 2,597 $253K Reduce -1.1%
VWO Vanguard Ftse Emerging Marke 0.05% 5,255 $251K Reduce -28.7%
SYY Sysco Corp. 0.05% 3,072 $240K Add +0.4%
XLC SS Comm Select Sector SPDR 0.05% 2,640 $239K No change
ABBV Abbvie Inc. 0.05% 1,169 $231K Add +0.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 596 $229K Add +0.2%
IYY iShares Dow Jones U.S. ETF 0.05% 1,636 $228K No change
TFC Truist Financial Corp. 0.05% 5,333 $228K Add +2.9%
AEP American Electric Power 0.05% 2,208 $227K New
AIZ Assurant Inc. 0.05% 1,110 $221K New
LMT Lockheed Martin Corp. 0.05% 375 $219K New
MO Altria Group Inc. 0.05% 4,251 $217K New
NSC Norfolk Southern Corp. 0.05% 862 $214K New
GS Goldman Sachs Group Inc. 0.05% 431 $213K New
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.05% 1,959 $213K Add +10.1%
DTE DTE Energy Company 0.05% 1,620 $208K New
VEA Vanguard Ftse Developed ETF 0.05% 3,918 $207K New
BCAB Bioatla Inc. 0.03% 65,519 $115K No change
EHTH Ehealth Inc. 0.01% 10,000 $41K No change
ZDGE Zedge Inc. Class B 0.01% 10,000 $37K No change

Portfolio Sells Q2 2024 → Q3 2024
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -1.5% 2.66% −0.21
IVV iShares Core S&P 500 ETF Reduce -1.0% 2.37% −0.18
IEFA iShares Core MSCI Eafe ETF Reduce -1.0% 2.02% −0.11
AMZN Amazon.com Inc. Reduce -24.9% 0.11% −0.06
VDE Vanguard Energy ETF Reduce -31.4% 0.08% −0.05
JPM JPMorgan Chase & Co. Reduce -4.5% 0.33% −0.04
AAPL Apple Inc. Reduce -0.7% 1.89% −0.04
DFLV Dim US Large Cap Value ETF Reduce -5.5% 0.34% −0.04
V Visa Inc. Class A Reduce -2.4% 0.37% −0.04
BAC Bank of America Corp. Reduce -21.1% 0.07% −0.03
IXUS iShares Core Intl Stock ETF Reduce -7.2% 0.21% −0.03
VWO Vanguard Ftse Emerging Marke Reduce -28.7% 0.05% −0.02
VCSH Vanguard S/T Corp. Bond ETF Reduce -15.1% 0.08% −0.02
AVSF Avantis Short-Term Fixed Inc. Reduce -0.4% 0.20% −0.02
IEMG iShares Core MSCI Emerging Reduce -0.6% 0.38% −0.02
IYE iShares U.S. Energy ETF Reduce -11.7% 0.06% −0.02
IWM iShares Russell 2000 ETF Reduce -3.1% 0.23% −0.01
MA Mastercard Inc. Class A Reduce -3.3% 0.31% −0.01
IJH iShares Core S&P Midcap ETF Reduce -1.0% 0.16% −0.01
PAYX Paychex Inc. Reduce -5.1% 0.22% −0.01
VOO Vanguard S&P 500 ETF Reduce -8.0% 0.06% −0.01
IUSV iShares Core S&P U.S. Value Reduce -9.0% 0.06% −0.01
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.1% 0.28% −0.01
ISTB iShares Core 1-5 Year Usd Bo Reduce -0.6% 0.07% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Reduce -1.4% 0.34% −0.01
DISV Dimensional International SM Reduce -0.6% 0.09% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.6% 0.10% −0.00
NOC Northrop Grumman Corp. Reduce -10.2% 0.07% −0.00
AVRE Avantis Real Estate ETF Reduce -2.4% 0.25% −0.00
MKC McCormick & Co.-Non VTG SHRS Reduce -3.4% 0.15% −0.00
PLD Prologis Inc. Reduce -0.3% 0.17% −0.00
VNQ Vanguard Real Estate ETF Reduce -1.1% 0.06% +0.00
SBUX Starbucks Corp. Reduce -7.8% 0.06% +0.00
XEL Xcel Energy Inc. Reduce -5.8% 0.09% +0.00
ES Eversource Energy Reduce -3.7% 0.10% +0.00
MCD McDonald's Corp. Reduce -1.0% 0.13% +0.01
CEG Constellation Energy Reduce -0.9% 0.09% +0.01

Portfolio Buys Q2 2024 → Q3 2024
DCOR Dimensional US Core Eq 1 ETF Add +81.2% 0.87% +0.36
DUSB Dimension Ultrashort Fi ETF New 0.36% +0.36
DFUS Dimensional US Eq MKT ETF Add +12.0% 4.27% +0.22
DFIC Dimensional International Co. Add +10.4% 4.34% +0.22
DFSD Dimensional Short Duration Add +22.1% 1.91% +0.18
DFCF Dimensional Core Fixed Inc. Add +35.1% 0.68% +0.14
DFAI Dimensional International Co. Add +6.1% 4.46% +0.06
AEP American Electric Power New 0.05% +0.05
AIZ Assurant Inc. New 0.05% +0.05
LMT Lockheed Martin Corp. New 0.05% +0.05
MO Altria Group Inc. New 0.05% +0.05
NSC Norfolk Southern Corp. New 0.05% +0.05
GS Goldman Sachs Group Inc. New 0.05% +0.05
DTE DTE Energy Company New 0.05% +0.05
VEA Vanguard Ftse Developed ETF New 0.05% +0.05
REET iShares Global REIT ETF Add +3.9% 0.74% +0.04
NVDA Nvidia Corp. Add +64.2% 0.13% +0.04
AVGO Broadcom Inc. Add +41.8% 0.13% +0.03
AVUV Avantis US Small Cap Value Add +8.1% 1.07% +0.03
DFGR Dim Global Real Estate ETF Add +9.4% 0.27% +0.03
AVUS Avantis U.S. Equity ETF Add +6.6% 12.21% +0.03
DFAC Dimensional US Core Equity 2 Add +5.7% 14.95% +0.03
SMMD iShares Russell 2500 ETF Add +48.0% 0.07% +0.02
LOW Lowe's Cos Inc. Add +0.1% 0.17% +0.01
WMT Walmart Inc. Add +0.1% 0.18% +0.01
META Meta Platforms Inc. Class A Add +3.4% 0.23% +0.01
UNH Unitedhealth Group Inc. Add +0.0% 0.31% +0.01
DFAS Dimensional US Small Cap ETF Add +4.7% 0.73% +0.01
PNC PNC Financial Services Group Add +1.4% 0.06% +0.00
DFAR Dimensional US Real Est ETF Add +0.3% 0.10% +0.00
DFAW Dimensional World Eqty ETF Add +8.1% 0.08% +0.00
DFEM Dimensional Emrg MRKT Core Add +6.7% 1.01% +0.00
ABBV Abbvie Inc. Add +0.2% 0.05% +0.00
TFC Truist Financial Corp. Add +2.9% 0.05% +0.00
ZTS Zoetis Inc. Add +0.0% 0.11% +0.00
MDLZ Mondelez International Inc. Class A Add +0.1% 0.11% +0.00
TMO Thermo Fisher Scientific Inc. Add +0.3% 0.16% +0.00
DHR Danaher Corp. Add +0.9% 0.09% 0.00
JNJ Johnson & Johnson Add +0.2% 0.06% −0.00
SYY Sysco Corp. Add +0.4% 0.05% −0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +0.9% 0.06% −0.00
AJG Arthur J Gallagher & Co. Add +0.6% 0.09% −0.00
FENI Fidelity Enhanced Intl ETF Add +0.3% 0.06% −0.00
IWD iShares Russell 1000 Value E Add +0.3% 0.11% −0.00
SPHQ Invesco S&P 500 Quality ETF Add +0.1% 0.06% −0.00
DFSV Dimensional US Small Cap Val Add +4.2% 0.57% −0.00
TROW T Rowe Price Group Inc. Add +10.1% 0.05% −0.00
DES Wisdomtree US Smallcap Divid Add +0.3% 0.34% −0.00
SPLV Invesco S&P 500 Low Volatili Add +0.2% 0.29% −0.00
IJR iShares Core S&P Small-Cap E Add +0.1% 0.20% −0.00

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