SC&H Financial Advisors, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 28, 2025), SC&H Financial Advisors, Inc. reported 148 stock positions worth $484.1 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.8% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 12.4%) and Dimensional US Core Equity M (DFAU, 6.1%). Compared with Q3 2024, it opened 1 new position, sold out of 6, added to 74 and reduced 37. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +457%) and the biggest sale Vngrd Mrgstr LRG-Cap ETF-Usd (VV, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- HUNT VALLEY, MD
- CIK
- 0001907898
- Portfolio Value
- $484.1M (Q4 2024)
- SEC Filing
- 0001085146-25-000543 ↗ filed Jan 28, 2025
Holdings Value
Holdings 148 stocks · $484.1M
| DFAC Dimensional US Core Equity 2 | 14.75% | 2,064,247 | $71.4M | Add +3.4% |
| AVUS Avantis U.S. Equity ETF | 12.36% | 617,269 | $59.8M | Add +5.1% |
| DFAU Dimensional US Core Equity M | 6.12% | 731,964 | $29.6M | Add +3.9% |
| DFUS Dimensional US Eq MKT ETF | 4.81% | 365,039 | $23.3M | Add +16.1% |
| AVDE Avantis International Equity | 4.29% | 338,357 | $20.8M | Add +5.2% |
| DFAI Dimensional International Co. | 4.28% | 709,912 | $20.7M | Add +10.6% |
| DFIC Dimensional International Co. | 4.26% | 798,584 | $20.6M | Add +13.2% |
| AVEM Avantis Emerging Markets Eq | 3.46% | 284,717 | $16.7M | Add +7.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 2.50% | 44,839 | $12.1M | Reduce -3.1% |
| DFSD Dimensional Short Duration | 2.47% | 254,633 | $11.9M | Add +38.8% |
| IVV iShares Core S&P 500 ETF | 2.28% | 18,736 | $11.0M | Reduce -0.4% |
| AAPL Apple Inc. | 2.06% | 39,770 | $10.0M | Add +7.4% |
| DUSB Dimension Ultrashort Fi ETF | 1.89% | 180,921 | $9.2M | Add +456.6% |
| DFAE Dimensional Emerging Core Eq | 1.86% | 355,251 | $9.0M | Add +6.0% |
| DCOR Dimensional US Core Eq 1 ETF | 1.73% | 130,293 | $8.4M | Add +108.2% |
| IEFA iShares Core MSCI Eafe ETF | 1.72% | 118,319 | $8.3M | Add +0.0% |
| MSFT Microsoft Corp. | 1.45% | 16,673 | $7.0M | Add +9.9% |
| DFAX Dimensional World Ex US Core | 1.09% | 211,838 | $5.3M | Add +0.8% |
| AVUV Avantis US Small Cap Value | 1.04% | 52,091 | $5.0M | Add +2.2% |
| DFEM Dimensional Emrg MRKT Core | 0.95% | 176,492 | $4.6M | Add +7.3% |
| DFAT Dimensional US Target Value | 0.89% | 77,214 | $4.3M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.79% | 6,497 | $3.8M | Reduce -4.0% |
| DFCF Dimensional Core Fixed Inc. | 0.78% | 91,900 | $3.8M | Add +28.4% |
| DFAS Dimensional US Small Cap ETF | 0.75% | 55,548 | $3.6M | Add +7.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.70% | 11,690 | $3.4M | Add +13.1% |
| REET iShares Global REIT ETF | 0.64% | 128,985 | $3.1M | Add +1.3% |
| ITOT iShares Core S&P Total U.S. | 0.59% | 22,218 | $2.9M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.58% | 14,458 | $2.8M | Add +0.2% |
| DFSV Dimensional US Small Cap Val | 0.56% | 87,581 | $2.7M | Add +3.2% |
| AVIG Avantis Core Fixed Income | 0.54% | 64,308 | $2.6M | Add +3.1% |
| GOOGL Alphabet Inc. Class A | 0.53% | 13,478 | $2.6M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.51% | 2,673 | $2.4M | Reduce -1.8% |
| VCIT Vanguard Int-Term Corporate | 0.50% | 30,116 | $2.4M | Add +2.7% |
| VT Vanguard Tot World STK ETF | 0.42% | 17,357 | $2.0M | Add +4.6% |
| V Visa Inc. Class A | 0.41% | 6,241 | $2.0M | No change |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 24,806 | $1.9M | Add +2.3% |
| AGG iShares Core U.S. Aggregate | 0.36% | 17,907 | $1.7M | Reduce -6.4% |
| JPM JPMorgan Chase & Co. | 0.35% | 7,142 | $1.7M | Add +0.1% |
| IWB iShares Russell 1000 ETF | 0.35% | 5,266 | $1.7M | Add +0.1% |
| GOOG Alphabet Inc. Class C | 0.35% | 8,873 | $1.7M | Add +22.0% |
| AVGE Avantis All Eqty Mrkts ETF | 0.35% | 23,106 | $1.7M | Add +2.5% |
| AVLV Avantis US Large Cap Value | 0.33% | 23,737 | $1.6M | Add +0.5% |
| IEMG iShares Core MSCI Emerging | 0.33% | 30,188 | $1.6M | Reduce -0.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 7,782 | $1.5M | Reduce -0.4% |
| MA Mastercard Inc. Class A | 0.31% | 2,849 | $1.5M | No change |
| DIHP Dimensional International Hi | 0.31% | 59,156 | $1.5M | Add +0.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.31% | 9,184 | $1.5M | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 0.29% | 47,021 | $1.4M | Reduce -6.5% |
| DES Wisdomtree US Smallcap Divid | 0.29% | 40,938 | $1.4M | Reduce -10.4% |
| SPLV Invesco S&P 500 Low Volatili | 0.27% | 18,676 | $1.3M | Add +0.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.27% | 5,376 | $1.3M | No change |
| DFGR Dim Global Real Estate ETF | 0.26% | 49,460 | $1.3M | Add +14.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.24% | 2,559 | $1.2M | Add +4.9% |
| UNH Unitedhealth Group Inc. | 0.24% | 2,275 | $1.2M | Reduce -4.9% |
| AVDV Avantis Intl S/C Value ETF | 0.23% | 17,263 | $1.1M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.23% | 1,876 | $1.1M | No change |
| PG The Procter & Gamble Co. | 0.22% | 6,471 | $1.1M | Add +0.0% |
| IWM iShares Russell 2000 ETF | 0.22% | 4,769 | $1.1M | Add +0.1% |
| AVRE Avantis Real Estate ETF | 0.21% | 23,684 | $993K | Reduce -1.8% |
| HD Home Depot Inc. | 0.20% | 2,545 | $990K | Reduce -4.5% |
| CINF Cincinnati Financial Corp. | 0.20% | 6,600 | $948K | No change |
| SDY SS SPDR S&P Dividend ETF | 0.19% | 7,091 | $937K | Reduce -15.5% |
| EFA iShares MSCI Eafe ETF | 0.19% | 12,386 | $937K | Reduce -3.3% |
| WMT Walmart Inc. | 0.19% | 10,232 | $924K | Add +1.0% |
| AVSF Avantis Short-Term Fixed Inc. | 0.19% | 20,003 | $923K | Add +4.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.19% | 3,571 | $906K | No change |
| IXUS iShares Core Intl Stock ETF | 0.18% | 13,223 | $875K | Add +0.1% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.18% | 3,281 | $867K | No change |
| IJH iShares Core S&P Midcap ETF | 0.18% | 13,773 | $858K | Add +16.2% |
| IJR iShares Core S&P Small-Cap E | 0.18% | 7,437 | $857K | Reduce -4.5% |
| CTAS Cintas Corp. | 0.17% | 4,564 | $834K | Reduce -2.0% |
| PAYX Paychex Inc. | 0.17% | 5,902 | $828K | Reduce -20.8% |
| PRF Invesco Rafi US 1000 ETF | 0.17% | 20,088 | $810K | Reduce -0.9% |
| AMZN Amazon.com Inc. | 0.17% | 3,654 | $802K | Add +36.3% |
| VXUS Vanguard Total Intl Stock | 0.16% | 13,514 | $796K | Reduce -7.3% |
| VXF Vanguard Extended Market ETF | 0.16% | 4,184 | $795K | Add +0.5% |
| AVGO Broadcom Inc. | 0.16% | 3,275 | $759K | Reduce -3.0% |
| DUHP Dimensional US High Profi Et | 0.15% | 21,740 | $735K | Add +0.3% |
| LOW Lowe's Cos Inc. | 0.15% | 2,867 | $708K | No change |
| NVDA Nvidia Corp. | 0.14% | 5,074 | $681K | Add +1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.14% | 1 | $681K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.14% | 1,321 | $675K | No change |
| UPS United Parcel Service Class B | 0.14% | 5,273 | $665K | No change |
| LRCX Lam Research Corp. | 0.14% | 9,102 | $657K | Add +1.1% |
| MKC McCormick & Co.-Non VTG SHRS | 0.13% | 8,079 | $616K | No change |
| DFAW Dimensional World Eqty ETF | 0.12% | 9,545 | $596K | Add +63.9% |
| ACN Accenture PLC Class A | 0.12% | 1,632 | $574K | Add +67.4% |
| MCD McDonald's Corp. | 0.12% | 1,943 | $563K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.11% | 1,021 | $531K | Reduce -14.3% |
| IWD iShares Russell 1000 Value E | 0.10% | 2,625 | $486K | Add +0.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.09% | 2,701 | $457K | Add +0.3% |
| GSLC Goldman Activebeta US LC ETF | 0.09% | 3,935 | $453K | No change |
| BX Blackstone Inc. | 0.09% | 2,532 | $437K | No change |
| DFAR Dimensional US Real Est ETF | 0.09% | 18,691 | $435K | Add +2.0% |
| TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC | 0.09% | 3,780 | $428K | Add +93.0% |
| ADBE Adobe Inc. | 0.08% | 908 | $404K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.08% | 5,144 | $401K | Add +14.3% |
| PLD Prologis Inc. | 0.08% | 3,761 | $398K | Reduce -37.5% |
| ATO Atmos Energy Corp. | 0.08% | 2,824 | $393K | No change |
| MDLZ Mondelez International Inc. Class A | 0.08% | 6,541 | $391K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.1% | 2.50% | −0.16 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 2.28% | −0.09 |
| PLD Prologis Inc. | Reduce -37.5% | 0.08% | −0.08 |
| UNH Unitedhealth Group Inc. | Reduce -4.9% | 0.24% | −0.07 |
| SDY SS SPDR S&P Dividend ETF | Reduce -15.5% | 0.19% | −0.07 |
| AGG iShares Core U.S. Aggregate | Reduce -6.4% | 0.36% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.0% | 0.79% | −0.06 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.06 |
| QCOM Qualcomm Inc. | Sold out | 0.00% | −0.06 |
| IEMG iShares Core MSCI Emerging | Reduce -0.3% | 0.33% | −0.05 |
| DES Wisdomtree US Smallcap Divid | Reduce -10.4% | 0.29% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.3% | 0.11% | −0.05 |
| LMT Lockheed Martin Corp. | Sold out | 0.00% | −0.05 |
| PAYX Paychex Inc. | Reduce -20.8% | 0.17% | −0.05 |
| DFLV Dim US Large Cap Value ETF | Reduce -6.5% | 0.29% | −0.05 |
| DTE DTE Energy Company | Sold out | 0.00% | −0.05 |
| AJG Arthur J Gallagher & Co. | Reduce -45.9% | 0.05% | −0.05 |
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.05 |
| AVRE Avantis Real Estate ETF | Reduce -1.8% | 0.21% | −0.04 |
| VXUS Vanguard Total Intl Stock | Reduce -7.3% | 0.16% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -3.3% | 0.19% | −0.04 |
| DHR Danaher Corp. | Reduce -26.4% | 0.05% | −0.04 |
| NNN NNN REIT Inc. | Reduce -21.1% | 0.07% | −0.04 |
| CTAS Cintas Corp. | Reduce -2.0% | 0.17% | −0.04 |
| AWK American Water Works Co. Inc. | Reduce -18.0% | 0.07% | −0.04 |
| ZTS Zoetis Inc. | Reduce -14.1% | 0.08% | −0.04 |
| ES Eversource Energy | Reduce -15.4% | 0.07% | −0.03 |
| HD Home Depot Inc. | Reduce -4.5% | 0.20% | −0.03 |
| HCA HCA Healthcare Inc. | Reduce -11.6% | 0.05% | −0.03 |
| BCAB Bioatla Inc. | Sold out | 0.00% | −0.03 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -0.4% | 0.32% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -0.7% | 0.59% | −0.02 |
| IJR iShares Core S&P Small-Cap E | Reduce -4.5% | 0.18% | −0.02 |
| COST Costco Wholesale Corp. | Reduce -1.8% | 0.51% | −0.02 |
| CEG Constellation Energy | Reduce -7.3% | 0.06% | −0.02 |
| NOC Northrop Grumman Corp. | Reduce -8.6% | 0.05% | −0.02 |
| XEL Xcel Energy Inc. | Reduce -14.5% | 0.08% | −0.02 |
| EW Edwards Lifesciences Corp. | Reduce -26.7% | 0.05% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -0.9% | 0.17% | −0.01 |
| ISTB iShares Core 1-5 Year Usd Bo | Reduce -0.6% | 0.07% | −0.01 |
| BAC Bank of America Corp. | Reduce -2.4% | 0.07% | +0.00 |
| AVGO Broadcom Inc. | Reduce -3.0% | 0.16% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -0.6% | 0.53% | +0.04 |
Portfolio Buys Q3 2024 → Q4 2024
| DUSB Dimension Ultrashort Fi ETF | Add +456.6% | 1.89% | +1.53 |
| DCOR Dimensional US Core Eq 1 ETF | Add +108.2% | 1.73% | +0.86 |
| DFSD Dimensional Short Duration | Add +38.8% | 2.47% | +0.55 |
| DFUS Dimensional US Eq MKT ETF | Add +16.1% | 4.81% | +0.53 |
| AAPL Apple Inc. | Add +7.4% | 2.06% | +0.17 |
| AVUS Avantis U.S. Equity ETF | Add +5.1% | 12.36% | +0.16 |
| DFCF Dimensional Core Fixed Inc. | Add +28.4% | 0.78% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +22.0% | 0.35% | +0.08 |
| VTI VG Morningstar TS MKT ETF-US | Add +13.1% | 0.70% | +0.06 |
| AMZN Amazon.com Inc. | Add +36.3% | 0.17% | +0.06 |
| ACN Accenture PLC Class A | Add +67.4% | 0.12% | +0.04 |
| ESGU iShares ESG Aware MSCI USA | New | 0.04% | +0.04 |
| DFAW Dimensional World Eqty ETF | Add +63.9% | 0.12% | +0.04 |
| TROW T Rowe Price Group Inc. | Add +93.0% | 0.09% | +0.04 |
| MSFT Microsoft Corp. | Add +9.9% | 1.45% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.1% | 0.35% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +16.2% | 0.18% | +0.02 |
| DFAS Dimensional US Small Cap ETF | Add +7.4% | 0.75% | +0.01 |
| WMT Walmart Inc. | Add +1.0% | 0.19% | +0.01 |
| DFAU Dimensional US Core Equity M | Add +3.9% | 6.12% | +0.01 |
| NVDA Nvidia Corp. | Add +1.6% | 0.14% | +0.01 |
| SMMD iShares Russell 2500 ETF | Add +15.6% | 0.08% | +0.01 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +14.3% | 0.08% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +10.1% | 0.06% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +11.9% | 0.06% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.07% | +0.00 |
| JNJ Johnson & Johnson | Add +17.0% | 0.06% | −0.00 |
| VXF Vanguard Extended Market ETF | Add +0.5% | 0.16% | −0.00 |
| SPHQ Invesco S&P 500 Quality ETF | Add +0.1% | 0.06% | −0.00 |
| SYY Sysco Corp. | Add +0.3% | 0.05% | −0.00 |
| VDE Vanguard Energy ETF | Add +0.0% | 0.07% | −0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.4% | 0.06% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +4.9% | 0.24% | −0.01 |
| ABBV Abbvie Inc. | Add +2.6% | 0.04% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 0.05% | −0.01 |
| SBUX Starbucks Corp. | Add +0.6% | 0.05% | −0.01 |
| DFIP Dimensional Inflation-Protec | Add +0.0% | 0.07% | −0.01 |
| VNQ Vanguard Real Estate ETF | Add +1.5% | 0.05% | −0.01 |
| AVSF Avantis Short-Term Fixed Inc. | Add +4.0% | 0.19% | −0.01 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.10% | −0.01 |
| FENI Fidelity Enhanced Intl ETF | Add +0.3% | 0.05% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.3% | 0.09% | −0.01 |
| DUHP Dimensional US High Profi Et | Add +0.3% | 0.15% | −0.01 |
| IWB iShares Russell 1000 ETF | Add +0.1% | 0.35% | −0.01 |
| TXT Textron Inc. | Add +0.0% | 0.05% | −0.01 |
| DFGR Dim Global Real Estate ETF | Add +14.2% | 0.26% | −0.01 |
| IWM iShares Russell 2000 ETF | Add +0.1% | 0.22% | −0.01 |
| AVLV Avantis US Large Cap Value | Add +0.5% | 0.33% | −0.01 |
| VT Vanguard Tot World STK ETF | Add +4.6% | 0.42% | −0.01 |
| DFAR Dimensional US Real Est ETF | Add +2.0% | 0.09% | −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 |