SC&H Financial Advisors, Inc.

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), SC&H Financial Advisors, Inc. reported 151 stock positions worth $508.3 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 14.1% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 11.6%) and Dimensional US Core Equity M (DFAU, 5.9%). Compared with Q4 2024, it opened 4 new positions, sold out of 1, added to 63 and reduced 30. The biggest buy was Dimension Ultrashort Fi ETF (DUSB, shares +142%) and the biggest sale iShares Core S&P 500 ETF (IVV, shares −1%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0001907898
Portfolio Value
$508.3M (Q1 2025)
SEC Filing
0001085146-25-002250 ↗ filed Apr 23, 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 Q4 2024 Q1 2025: $508.3M $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 151 stocks · $508.3M
DFAC Dimensional US Core Equity 2 14.06% 2,166,873 $71.5M Add +5.0%
AVUS Avantis U.S. Equity ETF 11.59% 637,576 $58.9M Add +3.3%
DFAU Dimensional US Core Equity M 5.88% 777,686 $29.9M Add +6.3%
DFIC Dimensional International Co. 4.68% 857,003 $23.8M Add +7.3%
DFAI Dimensional International Co. 4.67% 759,614 $23.7M Add +7.0%
DFUS Dimensional US Eq MKT ETF 4.61% 387,075 $23.4M Add +6.0%
AVDE Avantis International Equity 4.39% 336,393 $22.3M Reduce -0.6%
DUSB Dimension Ultrashort Fi ETF 4.37% 437,669 $22.2M Add +141.9%
AVEM Avantis Emerging Markets Eq 3.45% 291,468 $17.5M Add +2.4%
DFSD Dimensional Short Duration 2.51% 268,071 $12.7M Add +5.3%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.27% 44,897 $11.5M Add +0.1%
DCOR Dimensional US Core Eq 1 ETF 2.09% 173,261 $10.6M Add +33.0%
IVV iShares Core S&P 500 ETF 2.05% 18,549 $10.4M Reduce -1.0%
DFAE Dimensional Emerging Core Eq 1.93% 379,534 $9.8M Add +6.8%
AAPL Apple Inc. 1.77% 40,540 $9.0M Add +1.9%
IEFA iShares Core MSCI Eafe ETF 1.76% 118,336 $9.0M Add +0.0%
MSFT Microsoft Corp. 1.24% 16,776 $6.3M Add +0.6%
DFAX Dimensional World Ex US Core 1.18% 229,665 $6.0M Add +8.4%
DFEM Dimensional Emrg MRKT Core 0.98% 188,436 $5.0M Add +6.8%
AVUV Avantis US Small Cap Value 0.88% 51,228 $4.5M Reduce -1.7%
DFCF Dimensional Core Fixed Inc. 0.85% 103,138 $4.3M Add +12.2%
DFAT Dimensional US Target Value 0.79% 77,612 $4.0M Add +0.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.71% 6,466 $3.6M Reduce -0.5%
DFAS Dimensional US Small Cap ETF 0.67% 57,279 $3.4M Add +3.1%
VTI VG Morningstar TS MKT ETF-US 0.63% 11,591 $3.2M Reduce -0.8%
REET iShares Global REIT ETF 0.61% 127,236 $3.1M Reduce -1.4%
VIG Vanguard Dividend Apprec ETF 0.55% 14,470 $2.8M Add +0.1%
DFSV Dimensional US Small Cap Val 0.52% 94,288 $2.7M Add +7.7%
AVIG Avantis Core Fixed Income 0.51% 63,235 $2.6M Reduce -1.7%
ITOT iShares Core S&P Total U.S. 0.51% 21,213 $2.6M Reduce -4.5%
COST Costco Wholesale Corp. 0.50% 2,673 $2.5M No change
VCIT Vanguard Int-Term Corporate 0.48% 29,666 $2.4M Reduce -1.5%
V Visa Inc. Class A 0.43% 6,241 $2.2M No change
AGG iShares Core U.S. Aggregate 0.41% 21,026 $2.1M Add +17.4%
GOOGL Alphabet Inc. Class A 0.40% 13,223 $2.0M Reduce -1.9%
BSV Vanguard Short-Term Bond ETF 0.39% 25,484 $2.0M Add +2.7%
VT Vanguard Tot World STK ETF 0.37% 16,382 $1.9M Reduce -5.6%
JPM JPMorgan Chase & Co. 0.34% 7,142 $1.8M No change
AVGE Avantis All Eqty Mrkts ETF 0.34% 24,298 $1.7M Add +5.2%
IEMG iShares Core MSCI Emerging 0.32% 30,201 $1.6M Add +0.0%
IWB iShares Russell 1000 ETF 0.32% 5,268 $1.6M Add +0.0%
DIHP Dimensional International Hi 0.31% 59,186 $1.6M Add +0.1%
MA Mastercard Inc. Class A 0.31% 2,849 $1.6M No change
DFLV Dim US Large Cap Value ETF 0.31% 50,962 $1.6M Add +8.4%
AVLV Avantis US Large Cap Value 0.31% 23,832 $1.6M Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.30% 8,148 $1.5M Add +4.7%
GOOG Alphabet Inc. Class C 0.30% 9,691 $1.5M Add +9.2%
DFAW Dimensional World Eqty ETF 0.29% 24,429 $1.5M Add +155.9%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.29% 9,215 $1.5M Add +0.3%
DFGR Dim Global Real Estate ETF 0.28% 53,523 $1.4M Add +8.2%
BRK.B Berkshire Hathaway Inc. Class B 0.28% 2,631 $1.4M Add +2.8%
DES Wisdomtree US Smallcap Divid 0.26% 41,016 $1.3M Add +0.2%
AVDV Avantis Intl S/C Value ETF 0.24% 17,339 $1.2M Add +0.4%
VB Vanguard Most SM-Cap ETF-Usd 0.23% 5,383 $1.2M Add +0.1%
UNH Unitedhealth Group Inc. 0.23% 2,244 $1.2M Reduce -1.4%
SPLV Invesco S&P 500 Low Volatili 0.23% 15,599 $1.2M Reduce -16.5%
AVRE Avantis Real Estate ETF 0.22% 25,528 $1.1M Add +7.8%
META Meta Platforms Inc. Class A 0.21% 1,876 $1.1M No change
PG The Procter & Gamble Co. 0.20% 5,871 $1.0M Reduce -9.3%
EFA iShares MSCI Eafe ETF 0.19% 11,983 $979K Reduce -3.3%
VXUS Vanguard Total Intl Stock 0.19% 15,716 $976K Add +16.3%
CINF Cincinnati Financial Corp. 0.19% 6,600 $975K No change
SDY SS SPDR S&P Dividend ETF 0.19% 7,092 $962K Add +0.0%
IWM iShares Russell 2000 ETF 0.19% 4,773 $952K Add +0.1%
CTAS Cintas Corp. 0.18% 4,564 $938K No change
HD Home Depot Inc. 0.18% 2,545 $933K No change
AVSF Avantis Short-Term Fixed Inc. 0.18% 19,842 $927K Reduce -0.8%
PAYX Paychex Inc. 0.18% 5,902 $910K No change
WMT Walmart Inc. 0.18% 10,232 $898K No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.17% 3,571 $874K No change
IXUS iShares Core Intl Stock ETF 0.17% 12,220 $853K Reduce -7.6%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.17% 3,281 $849K No change
IJH iShares Core S&P Midcap ETF 0.16% 13,788 $805K Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.16% 1 $798K No change
IJR iShares Core S&P Small-Cap E 0.15% 7,448 $779K Add +0.1%
VXF Vanguard Extended Market ETF 0.14% 4,196 $723K Add +0.3%
DUHP Dimensional US High Profi Et 0.14% 21,793 $722K Add +0.2%
AMZN Amazon.com Inc. 0.14% 3,743 $712K Add +2.4%
PRF Invesco Rafi US 1000 ETF 0.14% 17,543 $709K Reduce -12.7%
MKC McCormick & Co.-Non VTG SHRS 0.14% 8,579 $706K Add +6.2%
LOW Lowe's Cos Inc. 0.13% 2,867 $669K No change
NVDA Nvidia Corp. 0.13% 6,085 $659K Add +19.9%
LRCX Lam Research Corp. 0.13% 9,007 $655K Reduce -1.0%
QQQ Invesco QQQ Trust Series 1 0.12% 1,321 $619K No change
MCD McDonald's Corp. 0.12% 1,943 $607K No change
AVGO Broadcom Inc. 0.10% 3,175 $532K Reduce -3.0%
TMO Thermo Fisher Scientific Inc. 0.10% 1,021 $508K No change
VOO Vanguard S&P 500 ETF 0.10% 970 $499K Add +71.1%
IWD iShares Russell 1000 Value E 0.10% 2,630 $495K Add +0.2%
SMMD iShares Russell 2500 ETF 0.10% 7,890 $493K Add +41.1%
UPS United Parcel Service Class B 0.09% 4,273 $470K Reduce -19.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.09% 2,709 $468K Add +0.3%
DFAR Dimensional US Real Est ETF 0.09% 18,706 $445K Add +0.1%
MDLZ Mondelez International Inc. Class A 0.09% 6,541 $444K No change
ATO Atmos Energy Corp. 0.09% 2,824 $437K No change
GSLC Goldman Activebeta US LC ETF 0.09% 3,935 $433K No change
PLD Prologis Inc. 0.08% 3,761 $420K No change
AEP American Electric Power 0.08% 3,783 $413K Add +71.3%
AWK American Water Works Co. Inc. 0.08% 2,773 $409K No change
VCSH Vanguard S/T Corp. Bond ETF 0.08% 5,144 $406K No change
XEL Xcel Energy Inc. 0.08% 5,592 $396K No change
DISV Dimensional International SM 0.08% 13,497 $393K No change
VDE Vanguard Energy ETF 0.07% 2,842 $369K No change
ZTS Zoetis Inc. 0.07% 2,238 $369K No change
ISTB iShares Core 1-5 Year Usd Bo 0.07% 7,325 $354K Add +5.6%
BX Blackstone Inc. 0.07% 2,532 $354K No change
ADBE Adobe Inc. 0.07% 908 $348K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.07% 3,785 $348K Add +0.1%
APH Amphenol Corp. Class A 0.07% 5,220 $342K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 8,077 $337K No change
NNN NNN REIT Inc. 0.07% 7,814 $333K No change
DFIP Dimensional Inflation-Protec 0.06% 7,689 $324K Reduce -1.3%
JNJ Johnson & Johnson 0.06% 1,945 $323K Reduce -0.7%
ACN Accenture PLC Class A 0.06% 975 $304K Reduce -40.3%
VONG Vanguard Russell 1000 Growth 0.06% 3,121 $290K Add +0.1%
KO The Coca-Cola Co. 0.06% 4,028 $288K New
IUSV iShares Core S&P U.S. Value 0.06% 3,111 $287K Add +0.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.06% 824 $284K No change
SBUX Starbucks Corp. 0.06% 2,899 $284K No change
CEG Constellation Energy 0.06% 1,397 $282K No change
ES Eversource Energy 0.06% 4,511 $280K Reduce -18.2%
IYE iShares U.S. Energy ETF 0.05% 5,653 $279K No change
NOC Northrop Grumman Corp. 0.05% 539 $276K No change
FENI Fidelity Enhanced Intl ETF 0.05% 9,146 $272K Add +0.3%
HCA HCA Healthcare Inc. 0.05% 766 $265K No change
MO Altria Group Inc. 0.05% 4,251 $255K No change
PHM Pultegroup Inc. 0.05% 2,480 $255K No change
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 10,793 $255K Reduce -9.8%
XLC SS Comm Select Sector SPDR 0.05% 2,640 $255K No change
EW Edwards Lifesciences Corp. 0.05% 3,462 $251K No change
DFVX Dim US Large Cap Vector ETF 0.05% 3,903 $250K New
ABBV Abbvie Inc. 0.05% 1,169 $245K Reduce -2.5%
BIP Brookfield Infrastructure Pa 0.05% 8,182 $244K No change
VWO Vanguard Ftse Emerging Marke 0.05% 5,319 $241K Add +0.0%
VNQ Vanguard Real Estate ETF 0.05% 2,623 $238K Reduce -0.5%
MTD Mettler-Toledo International 0.05% 201 $237K No change
GS Goldman Sachs Group Inc. 0.05% 431 $235K No change
AIZ Assurant Inc. 0.05% 1,110 $233K No change
SYY Sysco Corp. 0.05% 3,081 $231K No change
DHR Danaher Corp. 0.04% 1,115 $229K No change
TXT Textron Inc. 0.04% 3,111 $225K Add +0.0%
IYY iShares Dow Jones U.S. ETF 0.04% 1,636 $223K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 596 $221K No change
TFC Truist Financial Corp. 0.04% 5,333 $219K No change
VEA Vanguard Ftse Developed ETF 0.04% 4,057 $206K New
PNC PNC Financial Services Group 0.04% 1,171 $206K Reduce -25.1%
NSC Norfolk Southern Corp. 0.04% 862 $204K No change
DUK Duke Energy Corp. 0.04% 1,650 $201K New
SPHQ Invesco S&P 500 Quality ETF 0.04% 3,015 $200K Reduce -25.2%
EHTH Ehealth Inc. 0.01% 10,000 $67K No change
ZDGE Zedge Inc. Class B 0.00% 10,000 $23K No change

Portfolio Sells Q4 2024 → Q1 2025
IVV iShares Core S&P 500 ETF Reduce -1.0% 2.05% −0.23
AVUV Avantis US Small Cap Value Reduce -1.7% 0.88% −0.16
GOOGL Alphabet Inc. Class A Reduce -1.9% 0.40% −0.12
ITOT iShares Core S&P Total U.S. Reduce -4.5% 0.51% −0.08
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.71% −0.08
VTI VG Morningstar TS MKT ETF-US Reduce -0.8% 0.63% −0.07
ACN Accenture PLC Class A Reduce -40.3% 0.06% −0.06
AVGO Broadcom Inc. Reduce -3.0% 0.10% −0.05
VT Vanguard Tot World STK ETF Reduce -5.6% 0.37% −0.05
UPS United Parcel Service Class B Reduce -19.0% 0.09% −0.04
ESGU iShares ESG Aware MSCI USA Sold out 0.00% −0.04
SPLV Invesco S&P 500 Low Volatili Reduce -16.5% 0.23% −0.04
REET iShares Global REIT ETF Reduce -1.4% 0.61% −0.03
PRF Invesco Rafi US 1000 ETF Reduce -12.7% 0.14% −0.03
PG The Procter & Gamble Co. Reduce -9.3% 0.20% −0.03
AVIG Avantis Core Fixed Income Reduce -1.7% 0.51% −0.02
VCIT Vanguard Int-Term Corporate Reduce -1.5% 0.48% −0.02
PNC PNC Financial Services Group Reduce -25.1% 0.04% −0.02
SPHQ Invesco S&P 500 Quality ETF Reduce -25.2% 0.04% −0.02
IXUS iShares Core Intl Stock ETF Reduce -7.6% 0.17% −0.01
ES Eversource Energy Reduce -18.2% 0.06% −0.01
FNDX Schwab Fndmntl US LRG Co. ETF Reduce -9.8% 0.05% −0.01
AVSF Avantis Short-Term Fixed Inc. Reduce -0.8% 0.18% −0.01
LRCX Lam Research Corp. Reduce -1.0% 0.13% −0.01
UNH Unitedhealth Group Inc. Reduce -1.4% 0.23% −0.01
VNQ Vanguard Real Estate ETF Reduce -0.5% 0.05% −0.00
DFIP Dimensional Inflation-Protec Reduce -1.3% 0.06% −0.00
EFA iShares MSCI Eafe ETF Reduce -3.3% 0.19% −0.00
ABBV Abbvie Inc. Reduce -2.5% 0.05% +0.00
JNJ Johnson & Johnson Reduce -0.7% 0.06% +0.00
AVDE Avantis International Equity Reduce -0.6% 4.39% +0.10

Portfolio Buys Q4 2024 → Q1 2025
DUSB Dimension Ultrashort Fi ETF Add +141.9% 4.37% +2.48
DFIC Dimensional International Co. Add +7.3% 4.68% +0.42
DFAI Dimensional International Co. Add +7.0% 4.67% +0.38
DCOR Dimensional US Core Eq 1 ETF Add +33.0% 2.09% +0.36
DFAW Dimensional World Eqty ETF Add +155.9% 0.29% +0.17
DFAX Dimensional World Ex US Core Add +8.4% 1.18% +0.10
DFAE Dimensional Emerging Core Eq Add +6.8% 1.93% +0.07
DFCF Dimensional Core Fixed Inc. Add +12.2% 0.85% +0.07
KO The Coca-Cola Co. New 0.06% +0.06
AGG iShares Core U.S. Aggregate Add +17.4% 0.41% +0.05
DFVX Dim US Large Cap Vector ETF New 0.05% +0.05
IEFA iShares Core MSCI Eafe ETF Add +0.0% 1.76% +0.04
VEA Vanguard Ftse Developed ETF New 0.04% +0.04
DFSD Dimensional Short Duration Add +5.3% 2.51% +0.04
DUK Duke Energy Corp. New 0.04% +0.04
AEP American Electric Power Add +71.3% 0.08% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +2.8% 0.28% +0.04
VOO Vanguard S&P 500 ETF Add +71.1% 0.10% +0.03
VXUS Vanguard Total Intl Stock Add +16.3% 0.19% +0.03
DFEM Dimensional Emrg MRKT Core Add +6.8% 0.98% +0.03
SMMD iShares Russell 2500 ETF Add +41.1% 0.10% +0.02
DFGR Dim Global Real Estate ETF Add +8.2% 0.28% +0.02
DFLV Dim US Large Cap Value ETF Add +8.4% 0.31% +0.01
MKC McCormick & Co.-Non VTG SHRS Add +6.2% 0.14% +0.01
AVRE Avantis Real Estate ETF Add +7.8% 0.22% +0.01
AVDV Avantis Intl S/C Value ETF Add +0.4% 0.24% +0.01
DIHP Dimensional International Hi Add +0.1% 0.31% +0.01
FENI Fidelity Enhanced Intl ETF Add +0.3% 0.05% +0.00
ISTB iShares Core 1-5 Year Usd Bo Add +5.6% 0.07% +0.00
VWO Vanguard Ftse Emerging Marke Add +0.0% 0.05% −0.00
DFAR Dimensional US Real Est ETF Add +0.1% 0.09% −0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +0.3% 0.09% −0.00
IUSV iShares Core S&P U.S. Value Add +0.3% 0.06% −0.00
IWD iShares Russell 1000 Value E Add +0.2% 0.10% −0.00
BSV Vanguard Short-Term Bond ETF Add +2.7% 0.39% −0.00
SDY SS SPDR S&P Dividend ETF Add +0.0% 0.19% −0.00
TXT Textron Inc. Add +0.0% 0.04% −0.00
IEMG iShares Core MSCI Emerging Add +0.0% 0.32% −0.01
AVGE Avantis All Eqty Mrkts ETF Add +5.2% 0.34% −0.01
AVEM Avantis Emerging Markets Eq Add +2.4% 3.45% −0.01
VONG Vanguard Russell 1000 Growth Add +0.1% 0.06% −0.01
DUHP Dimensional US High Profi Et Add +0.2% 0.14% −0.01
NVDA Nvidia Corp. Add +19.9% 0.13% −0.01
VOE Vngrd Mrngstr MD-Cap Val ETF Add +0.3% 0.29% −0.02
IJH iShares Core S&P Midcap ETF Add +0.1% 0.16% −0.02
TROW T Rowe Price Group Inc. Add +0.1% 0.07% −0.02
VBR Vngrd Mrngst SL-CP Val ETF-U Add +4.7% 0.30% −0.02
AVLV Avantis US Large Cap Value Add +0.4% 0.31% −0.02
VXF Vanguard Extended Market ETF Add +0.3% 0.14% −0.02
IJR iShares Core S&P Small-Cap E Add +0.1% 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