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

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 Q3 2024 Q4 2024: $484.1M $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 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
SMMD iShares Russell 2500 ETF 0.08% 5,590 $380K Add +15.6%
XEL Xcel Energy Inc. 0.08% 5,592 $378K Reduce -14.5%
ZTS Zoetis Inc. 0.08% 2,238 $365K Reduce -14.1%
APH Amphenol Corp. Class A 0.07% 5,220 $363K No change
DISV Dimensional International SM 0.07% 13,497 $359K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 8,077 $355K Reduce -2.4%
AWK American Water Works Co. Inc. 0.07% 2,773 $345K Reduce -18.0%
VDE Vanguard Energy ETF 0.07% 2,842 $345K Add +0.0%
ISTB iShares Core 1-5 Year Usd Bo 0.07% 6,939 $331K Reduce -0.6%
VONG Vanguard Russell 1000 Growth 0.07% 3,119 $322K Add +0.1%
NNN NNN REIT Inc. 0.07% 7,814 $319K Reduce -21.1%
ES Eversource Energy 0.07% 5,516 $317K Reduce -15.4%
DFIP Dimensional Inflation-Protec 0.07% 7,790 $315K Add +0.0%
CEG Constellation Energy 0.06% 1,397 $313K Reduce -7.3%
VOO Vanguard S&P 500 ETF 0.06% 567 $306K Add +10.1%
PNC PNC Financial Services Group 0.06% 1,563 $301K No change
IUSV iShares Core S&P U.S. Value 0.06% 3,102 $287K Add +0.4%
FNDX Schwab Fndmntl US LRG Co. ETF 0.06% 11,971 $283K Add +11.9%
JNJ Johnson & Johnson 0.06% 1,959 $283K Add +17.0%
SPHQ Invesco S&P 500 Quality ETF 0.06% 4,033 $270K Add +0.1%
PHM Pultegroup Inc. 0.06% 2,480 $270K No change
SBUX Starbucks Corp. 0.05% 2,899 $265K Add +0.6%
BIP Brookfield Infrastructure Pa 0.05% 8,182 $260K No change
IYE iShares U.S. Energy ETF 0.05% 5,653 $258K No change
EW Edwards Lifesciences Corp. 0.05% 3,462 $256K Reduce -26.7%
DHR Danaher Corp. 0.05% 1,115 $256K Reduce -26.4%
XLC SS Comm Select Sector SPDR 0.05% 2,640 $256K No change
NOC Northrop Grumman Corp. 0.05% 539 $253K Reduce -8.6%
FENI Fidelity Enhanced Intl ETF 0.05% 9,114 $251K Add +0.3%
GS Goldman Sachs Group Inc. 0.05% 431 $247K No change
MTD Mettler-Toledo International 0.05% 201 $246K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 596 $245K No change
TXT Textron Inc. 0.05% 3,110 $238K Add +0.0%
AIZ Assurant Inc. 0.05% 1,110 $237K No change
SYY Sysco Corp. 0.05% 3,081 $236K Add +0.3%
VNQ Vanguard Real Estate ETF 0.05% 2,635 $235K Add +1.5%
VWO Vanguard Ftse Emerging Marke 0.05% 5,317 $234K Add +1.2%
IYY iShares Dow Jones U.S. ETF 0.05% 1,636 $234K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.05% 824 $234K Reduce -45.9%
TFC Truist Financial Corp. 0.05% 5,333 $231K No change
HCA HCA Healthcare Inc. 0.05% 766 $230K Reduce -11.6%
MO Altria Group Inc. 0.05% 4,251 $222K No change
ABBV Abbvie Inc. 0.04% 1,199 $213K Add +2.6%
ESGU iShares ESG Aware MSCI USA 0.04% 1,618 $208K New
AEP American Electric Power 0.04% 2,208 $204K No change
NSC Norfolk Southern Corp. 0.04% 862 $202K No change
EHTH Ehealth Inc. 0.02% 10,000 $94K No change
ZDGE Zedge Inc. Class B 0.01% 10,000 $27K 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

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