SC&H Financial Advisors, Inc.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 17, 2025), SC&H Financial Advisors, Inc. reported 156 stock positions worth $585.6 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.0% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 11.6%) and Dimensional US Core Equity M (DFAU, 5.9%). Compared with Q1 2025, it opened 8 new positions, sold out of 3, added to 72 and reduced 41. The biggest buy was Dimensional US Core Eq 1 ETF (DCOR, shares +89%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −2%).

Most Recent 13F
Q2 2026
Location
HUNT VALLEY, MD
CIK
0001907898
Portfolio Value
$585.6M (Q2 2025)
SEC Filing
0001085146-25-003920 ↗ filed Jul 17, 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 Q1 2025 Q2 2025: $585.6M $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 156 stocks · $585.6M
DFAC Dimensional US Core Equity 2 13.01% 2,125,865 $76.2M Reduce -1.9%
AVUS Avantis U.S. Equity ETF 11.63% 675,484 $68.1M Add +6.0%
DFAU Dimensional US Core Equity M 5.88% 812,484 $34.4M Add +4.5%
DUSB Dimension Ultrashort Fi ETF 4.88% 562,502 $28.5M Add +28.5%
DFAI Dimensional International Co. 4.83% 817,655 $28.3M Add +7.6%
DFUS Dimensional US Eq MKT ETF 4.72% 412,324 $27.6M Add +6.5%
DFIC Dimensional International Co. 4.69% 883,048 $27.5M Add +3.0%
AVDE Avantis International Equity 4.53% 358,129 $26.5M Add +6.5%
DCOR Dimensional US Core Eq 1 ETF 3.74% 327,338 $21.9M Add +88.9%
AVEM Avantis Emerging Markets Eq 3.66% 313,052 $21.5M Add +7.4%
DFSD Dimensional Short Duration 2.30% 280,649 $13.5M Add +4.7%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 2.18% 44,691 $12.8M Reduce -0.5%
IVV iShares Core S&P 500 ETF 2.01% 18,971 $11.8M Add +2.3%
DFAE Dimensional Emerging Core Eq 1.87% 378,081 $10.9M Reduce -0.4%
IEFA iShares Core MSCI Eafe ETF 1.71% 119,762 $10.0M Add +1.2%
MSFT Microsoft Corp. 1.43% 16,801 $8.4M Add +0.1%
AAPL Apple Inc. 1.41% 40,335 $8.3M Reduce -0.5%
DFAX Dimensional World Ex US Core 1.31% 260,534 $7.7M Add +13.4%
DFEM Dimensional Emrg MRKT Core 1.10% 216,996 $6.4M Add +15.2%
AVUV Avantis US Small Cap Value 0.81% 52,093 $4.7M Add +1.7%
DFCF Dimensional Core Fixed Inc. 0.78% 108,651 $4.6M Add +5.3%
DFAT Dimensional US Target Value 0.71% 77,437 $4.2M Reduce -0.2%
VTI VG Morningstar TS MKT ETF-US 0.64% 12,345 $3.8M Add +6.5%
DFAS Dimensional US Small Cap ETF 0.61% 56,473 $3.6M Reduce -1.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.61% 5,786 $3.6M Reduce -10.5%
DFSV Dimensional US Small Cap Val 0.53% 106,324 $3.1M Add +12.8%
REET iShares Global REIT ETF 0.53% 126,454 $3.1M Reduce -0.6%
ITOT iShares Core S&P Total U.S. 0.53% 22,792 $3.1M Add +7.4%
VIG Vanguard Dividend Apprec ETF 0.51% 14,470 $3.0M No change
AVIG Avantis Core Fixed Income 0.47% 65,881 $2.7M Add +4.2%
COST Costco Wholesale Corp. 0.45% 2,689 $2.7M Add +0.6%
DFAW Dimensional World Eqty ETF 0.43% 37,196 $2.5M Add +52.3%
VCIT Vanguard Int-Term Corporate 0.43% 30,050 $2.5M Add +1.3%
GOOGL Alphabet Inc. Class A 0.40% 13,208 $2.3M Reduce -0.1%
V Visa Inc. Class A 0.38% 6,285 $2.2M Add +0.7%
AGG iShares Core U.S. Aggregate 0.38% 22,357 $2.2M Add +6.3%
AVGE Avantis All Eqty Mrkts ETF 0.37% 28,122 $2.2M Add +15.7%
VT Vanguard Tot World STK ETF 0.36% 16,219 $2.1M Reduce -1.0%
JPM JPMorgan Chase & Co. 0.35% 6,992 $2.0M Reduce -2.1%
BSV Vanguard Short-Term Bond ETF 0.34% 25,027 $2.0M Reduce -1.8%
DFLV Dim US Large Cap Value ETF 0.33% 61,946 $1.9M Add +21.6%
IEMG iShares Core MSCI Emerging 0.31% 29,992 $1.8M Reduce -0.7%
IWB iShares Russell 1000 ETF 0.31% 5,271 $1.8M Add +0.1%
GOOG Alphabet Inc. Class C 0.30% 10,004 $1.8M Add +3.2%
DIHP Dimensional International Hi 0.30% 59,296 $1.7M Add +0.2%
DFGR Dim Global Real Estate ETF 0.29% 63,610 $1.7M Add +18.9%
MA Mastercard Inc. Class A 0.27% 2,849 $1.6M No change
AVLV Avantis US Large Cap Value 0.27% 23,453 $1.6M Reduce -1.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.26% 7,797 $1.5M Reduce -4.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.26% 9,215 $1.5M No change
DES Wisdomtree US Smallcap Divid 0.25% 46,281 $1.5M Add +12.8%
NVDA Nvidia Corp. 0.25% 9,193 $1.5M Add +51.1%
META Meta Platforms Inc. Class A 0.25% 1,953 $1.4M Add +4.1%
AVDV Avantis Intl S/C Value ETF 0.24% 17,438 $1.4M Add +0.6%
BRK.B Berkshire Hathaway Inc. Class B 0.22% 2,691 $1.3M Add +2.3%
VB Vanguard Most SM-Cap ETF-Usd 0.22% 5,383 $1.3M No change
AMZN Amazon.com Inc. 0.21% 5,549 $1.2M Add +48.3%
AVRE Avantis Real Estate ETF 0.20% 26,838 $1.2M Add +5.1%
SPLV Invesco S&P 500 Low Volatili 0.19% 15,514 $1.1M Reduce -0.5%
VXUS Vanguard Total Intl Stock 0.18% 15,518 $1.1M Reduce -1.3%
EFA iShares MSCI Eafe ETF 0.18% 11,737 $1.0M Reduce -2.0%
IWM iShares Russell 2000 ETF 0.18% 4,752 $1.0M Reduce -0.4%
CTAS Cintas Corp. 0.17% 4,564 $1.0M No change
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.17% 3,571 $1.0M No change
IXUS iShares Core Intl Stock ETF 0.17% 12,946 $1.0M Add +5.9%
CINF Cincinnati Financial Corp. 0.17% 6,600 $983K No change
WMT Walmart Inc. 0.17% 9,999 $978K Reduce -2.3%
AVSF Avantis Short-Term Fixed Inc. 0.16% 20,271 $953K Add +2.2%
HD Home Depot Inc. 0.16% 2,559 $938K Add +0.6%
PG The Procter & Gamble Co. 0.16% 5,872 $936K Add +0.0%
AVGO Broadcom Inc. 0.16% 3,348 $923K Add +5.5%
LRCX Lam Research Corp. 0.16% 9,404 $915K Add +4.4%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.16% 3,255 $911K Reduce -0.8%
SDY SS SPDR S&P Dividend ETF 0.15% 6,392 $868K Reduce -9.9%
DUHP Dimensional US High Profi Et 0.15% 24,218 $861K Add +11.1%
IJH iShares Core S&P Midcap ETF 0.15% 13,805 $856K Add +0.1%
PAYX Paychex Inc. 0.14% 5,802 $844K Reduce -1.7%
VXF Vanguard Extended Market ETF 0.14% 4,203 $810K Add +0.2%
IJR iShares Core S&P Small-Cap E 0.14% 7,279 $796K Reduce -2.3%
QQQ Invesco QQQ Trust Series 1 0.13% 1,351 $745K Add +2.3%
BRK.A Berkshire Hathaway Inc. Class A 0.12% 1 $729K No change
UNH Unitedhealth Group Inc. 0.12% 2,267 $707K Add +1.0%
MKC McCormick & Co.-Non VTG SHRS 0.11% 8,579 $650K No change
LOW Lowe's Cos Inc. 0.11% 2,867 $636K No change
PRF Invesco Rafi US 1000 ETF 0.10% 14,371 $607K Reduce -18.1%
MCD McDonald's Corp. 0.09% 1,892 $553K Reduce -2.6%
APH Amphenol Corp. Class A 0.09% 5,220 $515K No change
IWD iShares Russell 1000 Value E 0.09% 2,635 $512K Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 2,709 $479K No change
GSLC Goldman Activebeta US LC ETF 0.08% 3,935 $478K No change
CEG Constellation Energy 0.08% 1,378 $445K Reduce -1.4%
DISV Dimensional International SM 0.08% 13,497 $444K No change
PLD Prologis Inc. 0.08% 4,212 $443K Add +12.0%
MDLZ Mondelez International Inc. Class A 0.08% 6,541 $441K No change
ATO Atmos Energy Corp. 0.07% 2,824 $435K No change
VOO Vanguard S&P 500 ETF 0.07% 763 $433K Reduce -21.3%
VCSH Vanguard S/T Corp. Bond ETF 0.07% 5,269 $419K Add +2.4%
TMO Thermo Fisher Scientific Inc. 0.07% 1,021 $414K No change
AEP American Electric Power 0.07% 3,797 $394K Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 8,077 $382K No change
XEL Xcel Energy Inc. 0.07% 5,592 $381K No change
AWK American Water Works Co. Inc. 0.06% 2,673 $372K Reduce -3.6%
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.06% 3,790 $366K Add +0.1%
ADBE Adobe Inc. 0.06% 940 $364K Add +3.5%
ISTB iShares Core 1-5 Year Usd Bo 0.06% 7,372 $359K Add +0.6%
ZTS Zoetis Inc. 0.06% 2,238 $349K No change
VONG Vanguard Russell 1000 Growth 0.06% 3,123 $341K Add +0.1%
VDE Vanguard Energy ETF 0.06% 2,848 $339K Add +0.2%
NNN NNN REIT Inc. 0.06% 7,814 $337K No change
DFVX Dim US Large Cap Vector ETF 0.06% 4,788 $330K Add +22.7%
GS Goldman Sachs Group Inc. 0.06% 463 $328K Add +7.4%
DFIP Dimensional Inflation-Protec 0.06% 7,775 $325K Add +1.1%
BX Blackstone Inc. 0.06% 2,170 $325K Reduce -14.3%
FENI Fidelity Enhanced Intl ETF 0.05% 9,194 $306K Add +0.5%
TXT Textron Inc. 0.05% 3,688 $296K Add +18.6%
ACN Accenture PLC Class A 0.05% 975 $291K No change
IUSV iShares Core S&P U.S. Value 0.05% 3,073 $291K Reduce -1.2%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 657 $288K Add +10.2%
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 11,698 $287K Add +8.4%
ES Eversource Energy 0.05% 4,512 $287K Add +0.0%
XLC SS Comm Select Sector SPDR 0.05% 2,640 $287K No change
DFAR Dimensional US Real Est ETF 0.05% 11,964 $281K Reduce -36.0%
VEA Vanguard Ftse Developed ETF 0.05% 4,922 $281K Add +21.3%
KO The Coca-Cola Co. 0.05% 3,906 $276K Reduce -3.0%
BIP Brookfield Infrastructure Pa 0.05% 8,182 $274K No change
EW Edwards Lifesciences Corp. 0.05% 3,462 $271K No change
NOC Northrop Grumman Corp. 0.05% 540 $270K Add +0.2%
VWO Vanguard Ftse Emerging Marke 0.05% 5,338 $264K Add +0.4%
PHM Pultegroup Inc. 0.04% 2,480 $262K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 815 $261K Reduce -1.1%
HCA HCA Healthcare Inc. 0.04% 676 $259K Reduce -11.8%
MO Altria Group Inc. 0.04% 4,251 $249K No change
SBUX Starbucks Corp. 0.04% 2,717 $249K Reduce -6.3%
VNQ Vanguard Real Estate ETF 0.04% 2,780 $248K Add +6.0%
IYY iShares Dow Jones U.S. ETF 0.04% 1,636 $247K No change
JNJ Johnson & Johnson 0.04% 1,609 $246K Reduce -17.3%
IYE iShares U.S. Energy ETF 0.04% 5,335 $241K Reduce -5.6%
UPS United Parcel Service Class B 0.04% 2,373 $240K Reduce -44.5%
MTD Mettler-Toledo International 0.04% 201 $236K No change
SYY Sysco Corp. 0.04% 3,081 $233K No change
AVSC Avantis US Small Cap Equity 0.04% 4,486 $231K New
TFC Truist Financial Corp. 0.04% 5,183 $223K Reduce -2.8%
NSC Norfolk Southern Corp. 0.04% 862 $221K No change
AIZ Assurant Inc. 0.04% 1,110 $219K No change
PNC PNC Financial Services Group 0.04% 1,173 $219K Add +0.2%
ABBV Abbvie Inc. 0.04% 1,169 $217K No change
VBK Van Morst SML-Cap Gro-Usd Inc. 0.04% 779 $216K New
DHR Danaher Corp. 0.04% 1,085 $214K Reduce -2.7%
ESGU iShares ESG Aware MSCI USA 0.04% 1,577 $213K New
CAT Caterpillar Inc. 0.04% 536 $208K New
LIN Linde PLC 0.04% 442 $207K New
HON Honeywell International Inc. 0.04% 885 $206K New
LLY Eli Lilly & Co. 0.03% 261 $204K New
ACWI iShares MSCI Acwi ETF 0.03% 1,563 $201K New
EHTH Ehealth Inc. 0.01% 10,000 $44K No change
ZDGE Zedge Inc. Class B 0.01% 10,000 $40K No change

Portfolio Sells Q1 2025 → Q2 2025
DFAC Dimensional US Core Equity 2 Reduce -1.9% 13.01% −1.05
AAPL Apple Inc. Reduce -0.5% 1.41% −0.36
SPY SS SPDR S&P 500 ETF Trust-US Reduce -10.5% 0.61% −0.10
SMMD iShares Russell 2500 ETF Sold out 0.00% −0.10
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -0.5% 2.18% −0.09
REET iShares Global REIT ETF Reduce -0.6% 0.53% −0.07
DFAT Dimensional US Target Value Reduce -0.2% 0.71% −0.07
DFAE Dimensional Emerging Core Eq Reduce -0.4% 1.87% −0.06
DFAS Dimensional US Small Cap ETF Reduce -1.4% 0.61% −0.06
BSV Vanguard Short-Term Bond ETF Reduce -1.8% 0.34% −0.06
UPS United Parcel Service Class B Reduce -44.5% 0.04% −0.05
SDY SS SPDR S&P Dividend ETF Reduce -9.9% 0.15% −0.04
DUK Duke Energy Corp. Sold out 0.00% −0.04
DFAR Dimensional US Real Est ETF Reduce -36.0% 0.05% −0.04
SPHQ Invesco S&P 500 Quality ETF Sold out 0.00% −0.04
VBR Vngrd Mrngst SL-CP Val ETF-U Reduce -4.3% 0.26% −0.04
SPLV Invesco S&P 500 Low Volatili Reduce -0.5% 0.19% −0.04
PRF Invesco Rafi US 1000 ETF Reduce -18.1% 0.10% −0.04
PAYX Paychex Inc. Reduce -1.7% 0.14% −0.04
AVLV Avantis US Large Cap Value Reduce -1.6% 0.27% −0.03
MCD McDonald's Corp. Reduce -2.6% 0.09% −0.03
VOO Vanguard S&P 500 ETF Reduce -21.3% 0.07% −0.02
JNJ Johnson & Johnson Reduce -17.3% 0.04% −0.02
VT Vanguard Tot World STK ETF Reduce -1.0% 0.36% −0.02
IJR iShares Core S&P Small-Cap E Reduce -2.3% 0.14% −0.02
AWK American Water Works Co. Inc. Reduce -3.6% 0.06% −0.02
BX Blackstone Inc. Reduce -14.3% 0.06% −0.01
IYE iShares U.S. Energy ETF Reduce -5.6% 0.04% −0.01
EFA iShares MSCI Eafe ETF Reduce -2.0% 0.18% −0.01
SBUX Starbucks Corp. Reduce -6.3% 0.04% −0.01
IEMG iShares Core MSCI Emerging Reduce -0.7% 0.31% −0.01
IWM iShares Russell 2000 ETF Reduce -0.4% 0.18% −0.01
AJG Arthur J Gallagher & Co. Reduce -1.1% 0.04% −0.01
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -0.8% 0.16% −0.01
WMT Walmart Inc. Reduce -2.3% 0.17% −0.01
KO The Coca-Cola Co. Reduce -3.0% 0.05% −0.01
VXUS Vanguard Total Intl Stock Reduce -1.3% 0.18% −0.01
DHR Danaher Corp. Reduce -2.7% 0.04% −0.01
HCA HCA Healthcare Inc. Reduce -11.8% 0.04% −0.01
IUSV iShares Core S&P U.S. Value Reduce -1.2% 0.05% −0.01
TFC Truist Financial Corp. Reduce -2.8% 0.04% −0.01
GOOGL Alphabet Inc. Class A Reduce -0.1% 0.40% −0.00
JPM JPMorgan Chase & Co. Reduce -2.1% 0.35% +0.00
CEG Constellation Energy Reduce -1.4% 0.08% +0.02

Portfolio Buys Q1 2025 → Q2 2025
DCOR Dimensional US Core Eq 1 ETF Add +88.9% 3.74% +1.65
DUSB Dimension Ultrashort Fi ETF Add +28.5% 4.88% +0.51
AVEM Avantis Emerging Markets Eq Add +7.4% 3.66% +0.21
MSFT Microsoft Corp. Add +0.1% 1.43% +0.19
DFAI Dimensional International Co. Add +7.6% 4.83% +0.16
AVDE Avantis International Equity Add +6.5% 4.53% +0.14
DFAW Dimensional World Eqty ETF Add +52.3% 0.43% +0.13
DFAX Dimensional World Ex US Core Add +13.4% 1.31% +0.12
DFEM Dimensional Emrg MRKT Core Add +15.2% 1.10% +0.12
NVDA Nvidia Corp. Add +51.1% 0.25% +0.12
DFUS Dimensional US Eq MKT ETF Add +6.5% 4.72% +0.11
AMZN Amazon.com Inc. Add +48.3% 0.21% +0.07
AVGO Broadcom Inc. Add +5.5% 0.16% +0.05
AVUS Avantis U.S. Equity ETF Add +6.0% 11.63% +0.04
AVSC Avantis US Small Cap Equity New 0.04% +0.04
VBK Van Morst SML-Cap Gro-Usd Inc. New 0.04% +0.04
ESGU iShares ESG Aware MSCI USA New 0.04% +0.04
CAT Caterpillar Inc. New 0.04% +0.04
LIN Linde PLC New 0.04% +0.04
HON Honeywell International Inc. New 0.04% +0.04
LLY Eli Lilly & Co. New 0.03% +0.03
ACWI iShares MSCI Acwi ETF New 0.03% +0.03
META Meta Platforms Inc. Class A Add +4.1% 0.25% +0.03
AVGE Avantis All Eqty Mrkts ETF Add +15.7% 0.37% +0.03
LRCX Lam Research Corp. Add +4.4% 0.16% +0.03
DFLV Dim US Large Cap Value ETF Add +21.6% 0.33% +0.02
ITOT iShares Core S&P Total U.S. Add +7.4% 0.53% +0.02
DFGR Dim Global Real Estate ETF Add +18.9% 0.29% +0.01
VTI VG Morningstar TS MKT ETF-US Add +6.5% 0.64% +0.01
DFSV Dimensional US Small Cap Val Add +12.8% 0.53% +0.01
GS Goldman Sachs Group Inc. Add +7.4% 0.06% +0.01
VEA Vanguard Ftse Developed ETF Add +21.3% 0.05% +0.01
DFVX Dim US Large Cap Vector ETF Add +22.7% 0.06% +0.01
DFIC Dimensional International Co. Add +3.0% 4.69% +0.01
TXT Textron Inc. Add +18.6% 0.05% +0.01
VUG Vanguard Mrngstar GR ETF-Sui Add +10.2% 0.05% +0.01
QQQ Invesco QQQ Trust Series 1 Add +2.3% 0.13% +0.01
GOOG Alphabet Inc. Class C Add +3.2% 0.30% +0.01
DUHP Dimensional US High Profi Et Add +11.1% 0.15% +0.01
IXUS iShares Core Intl Stock ETF Add +5.9% 0.17% +0.00
VONG Vanguard Russell 1000 Growth Add +0.1% 0.06% +0.00
FNDX Schwab Fndmntl US LRG Co. ETF Add +8.4% 0.05% −0.00
FENI Fidelity Enhanced Intl ETF Add +0.5% 0.05% −0.00
AVDV Avantis Intl S/C Value ETF Add +0.6% 0.24% −0.00
VWO Vanguard Ftse Emerging Marke Add +0.4% 0.05% −0.00
DFAU Dimensional US Core Equity M Add +4.5% 5.88% −0.00
PNC PNC Financial Services Group Add +0.2% 0.04% −0.00
VXF Vanguard Extended Market ETF Add +0.2% 0.14% −0.00
VNQ Vanguard Real Estate ETF Add +6.0% 0.04% −0.00
TROW T Rowe Price Group Inc. Add +0.1% 0.06% −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