SC&H Financial Advisors, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 21, 2025), SC&H Financial Advisors, Inc. reported 147 stock positions worth $613.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 13.4% of the portfolio, followed by Avantis U.S. Equity ETF (AVUS, 11.3%) and Dimensional US Core Equity M (DFAU, 6.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 13, added to 46 and reduced 64. The biggest buy was Dimensional US Core Eq 1 ETF (DCOR, shares +14%) and the biggest sale Dimension Ultrashort Fi ETF (DUSB, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- HUNT VALLEY, MD
- CIK
- 0001907898
- Portfolio Value
- $613.4M (Q3 2025)
- SEC Filing
- 0001907898-25-000003 ↗ filed Oct 21, 2025
Holdings Value
Holdings 147 stocks · $613.4M
| DFAC Dimensional US Core Equity 2 | 13.37% | 2,125,703 | $82.0M | Reduce -0.0% |
| AVUS Avantis U.S. Equity ETF | 11.30% | 637,933 | $69.3M | Reduce -5.6% |
| DFAU Dimensional US Core Equity M | 6.07% | 813,543 | $37.2M | Add +0.1% |
| DFUS Dimensional US Eq MKT ETF | 5.09% | 430,716 | $31.2M | Add +4.5% |
| DFAI Dimensional International Co. | 5.06% | 853,261 | $31.0M | Add +4.3% |
| DFIC Dimensional International Co. | 4.88% | 912,047 | $29.9M | Add +3.3% |
| DUSB Dimension Ultrashort Fi ETF | 4.42% | 534,143 | $27.1M | Reduce -5.0% |
| AVDE Avantis International Equity | 4.40% | 341,897 | $27.0M | Reduce -4.5% |
| DCOR Dimensional US Core Eq 1 ETF | 4.37% | 372,394 | $26.8M | Add +13.8% |
| AVEM Avantis Emerging Markets Eq | 3.85% | 314,435 | $23.6M | Add +0.4% |
| DFSD Dimensional Short Duration | 2.49% | 317,094 | $15.3M | Add +13.0% |
| DFAE Dimensional Emerging Core Eq | 2.05% | 398,056 | $12.6M | Add +5.3% |
| IVV iShares Core S&P 500 ETF | 1.88% | 17,269 | $11.6M | Reduce -9.0% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.75% | 34,898 | $10.7M | Reduce -21.9% |
| IEFA iShares Core MSCI Eafe ETF | 1.71% | 119,850 | $10.5M | Add +0.1% |
| AAPL Apple Inc. | 1.56% | 37,484 | $9.5M | Reduce -7.1% |
| MSFT Microsoft Corp. | 1.36% | 16,089 | $8.3M | Reduce -4.2% |
| DFEM Dimensional Emrg MRKT Core | 1.17% | 223,598 | $7.2M | Add +3.0% |
| DFAX Dimensional World Ex US Core | 0.97% | 190,132 | $6.0M | Reduce -27.0% |
| DFCF Dimensional Core Fixed Inc. | 0.88% | 126,828 | $5.4M | Add +16.7% |
| DFAT Dimensional US Target Value | 0.73% | 77,222 | $4.5M | Reduce -0.3% |
| AVUV Avantis US Small Cap Value | 0.68% | 41,794 | $4.2M | Reduce -19.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 11,872 | $3.9M | Reduce -3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.62% | 5,733 | $3.8M | Reduce -0.9% |
| DFAS Dimensional US Small Cap ETF | 0.62% | 55,717 | $3.8M | Reduce -1.3% |
| ITOT iShares Core S&P Total U.S. | 0.54% | 22,710 | $3.3M | Reduce -0.4% |
| GOOGL Alphabet Inc. Class A | 0.52% | 13,229 | $3.2M | Add +0.2% |
| REET iShares Global REIT ETF | 0.51% | 122,147 | $3.1M | Reduce -3.4% |
| AVIG Avantis Core Fixed Income | 0.47% | 68,842 | $2.9M | Add +4.5% |
| DFSV Dimensional US Small Cap Val | 0.47% | 90,626 | $2.9M | Reduce -14.8% |
| AGG iShares Core U.S. Aggregate | 0.43% | 26,384 | $2.6M | Add +18.0% |
| DFAW Dimensional World Eqty ETF | 0.42% | 35,753 | $2.6M | Reduce -3.9% |
| VCIT Vanguard Int-Term Corporate | 0.41% | 29,879 | $2.5M | Reduce -0.6% |
| COST Costco Wholesale Corp. | 0.40% | 2,656 | $2.5M | Reduce -1.2% |
| AVGE Avantis All Eqty Mrkts ETF | 0.37% | 27,260 | $2.3M | Reduce -3.1% |
| GOOG Alphabet Inc. Class C | 0.37% | 9,217 | $2.2M | Reduce -7.9% |
| JPM JPMorgan Chase & Co. | 0.36% | 6,924 | $2.2M | Reduce -1.0% |
| V Visa Inc. Class A | 0.34% | 6,151 | $2.1M | Reduce -2.1% |
| VIG Vanguard Dividend Apprec ETF | 0.33% | 9,462 | $2.0M | Reduce -34.6% |
| VT Vanguard Tot World STK ETF | 0.33% | 14,739 | $2.0M | Reduce -9.1% |
| BSV Vanguard Short-Term Bond ETF | 0.32% | 25,248 | $2.0M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 0.31% | 5,273 | $1.9M | Add +0.0% |
| IEMG iShares Core MSCI Emerging | 0.31% | 28,431 | $1.9M | Reduce -5.2% |
| DIHP Dimensional International Hi | 0.29% | 59,339 | $1.8M | Add +0.1% |
| DFGR Dim Global Real Estate ETF | 0.29% | 64,055 | $1.7M | Add +0.7% |
| AVLV Avantis US Large Cap Value | 0.28% | 23,511 | $1.7M | Add +0.3% |
| MA Mastercard Inc. Class A | 0.26% | 2,853 | $1.6M | Add +0.1% |
| DES Wisdomtree US Smallcap Divid | 0.25% | 46,395 | $1.6M | Add +0.3% |
| DFLV Dim US Large Cap Value ETF | 0.25% | 47,487 | $1.6M | Reduce -23.3% |
| AVDV Avantis Intl S/C Value ETF | 0.25% | 17,438 | $1.6M | No change |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.25% | 7,325 | $1.5M | Reduce -6.0% |
| NVDA Nvidia Corp. | 0.24% | 7,917 | $1.5M | Reduce -13.9% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.24% | 8,333 | $1.5M | Reduce -9.6% |
| META Meta Platforms Inc. Class A | 0.22% | 1,848 | $1.4M | Reduce -5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 2,616 | $1.3M | Reduce -2.8% |
| AVRE Avantis Real Estate ETF | 0.21% | 28,716 | $1.3M | Add +7.0% |
| LRCX Lam Research Corp. | 0.21% | 9,432 | $1.3M | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 4,803 | $1.2M | Reduce -10.8% |
| AMZN Amazon.com Inc. | 0.19% | 5,230 | $1.1M | Reduce -5.8% |
| SPLV Invesco S&P 500 Low Volatili | 0.19% | 15,543 | $1.1M | Add +0.2% |
| AVGO Broadcom Inc. | 0.18% | 3,416 | $1.1M | Add +2.0% |
| VXUS Vanguard Total Intl Stock | 0.18% | 15,214 | $1.1M | Reduce -2.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.17% | 3,622 | $1.1M | Add +1.4% |
| EFA iShares MSCI Eafe ETF | 0.17% | 11,221 | $1.0M | Reduce -4.4% |
| CINF Cincinnati Financial Corp. | 0.17% | 6,600 | $1.0M | No change |
| HD Home Depot Inc. | 0.17% | 2,573 | $1.0M | Add +0.6% |
| IDYN iShares Inte Equ Fac R A ETF | 0.17% | 12,466 | $1.0M | New |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.16% | 3,248 | $954K | Reduce -0.2% |
| AVSF Avantis Short-Term Fixed Inc. | 0.15% | 20,038 | $946K | Reduce -1.1% |
| CTAS Cintas Corp. | 0.15% | 4,532 | $930K | Reduce -0.7% |
| IJH iShares Core S&P Midcap ETF | 0.15% | 13,874 | $905K | Add +0.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 1,498 | $899K | Add +10.9% |
| IWM iShares Russell 2000 ETF | 0.14% | 3,514 | $850K | Reduce -26.1% |
| SDY SS SPDR S&P Dividend ETF | 0.14% | 5,959 | $834K | Reduce -6.8% |
| IJR iShares Core S&P Small-Cap E | 0.14% | 7,012 | $833K | Reduce -3.7% |
| VXF Vanguard Extended Market ETF | 0.13% | 3,953 | $828K | Reduce -6.0% |
| UNH Unitedhealth Group Inc. | 0.13% | 2,250 | $777K | Reduce -0.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.12% | 1 | $754K | No change |
| PAYX Paychex Inc. | 0.12% | 5,802 | $735K | No change |
| PG The Procter & Gamble Co. | 0.12% | 4,736 | $728K | Reduce -19.4% |
| DUHP Dimensional US High Profi Et | 0.11% | 17,370 | $656K | Reduce -28.3% |
| PRF Invesco Rafi US 1000 ETF | 0.11% | 14,394 | $651K | Add +0.2% |
| APH Amphenol Corp. Class A | 0.11% | 5,220 | $646K | No change |
| LOW Lowe's Cos Inc. | 0.10% | 2,518 | $633K | Reduce -12.2% |
| WMT Walmart Inc. | 0.10% | 5,800 | $598K | Reduce -42.0% |
| MCD McDonald's Corp. | 0.09% | 1,892 | $575K | No change |
| MKC McCormick & Co.-Non VTG SHRS | 0.09% | 8,379 | $561K | Reduce -2.3% |
| IWD iShares Russell 1000 Value E | 0.09% | 2,641 | $538K | Add +0.2% |
| GSLC Goldman Activebeta US LC ETF | 0.08% | 3,935 | $513K | No change |
| TMO Thermo Fisher Scientific Inc. | 0.08% | 1,021 | $495K | No change |
| PLD Prologis Inc. | 0.08% | 4,212 | $482K | No change |
| ATO Atmos Energy Corp. | 0.08% | 2,824 | $482K | No change |
| DISV Dimensional International SM | 0.08% | 13,497 | $482K | No change |
| VOO Vanguard S&P 500 ETF | 0.07% | 745 | $456K | Reduce -2.4% |
| XEL Xcel Energy Inc. | 0.07% | 5,592 | $451K | No change |
| VCSH Vanguard S/T Corp. Bond ETF | 0.07% | 5,144 | $411K | Reduce -2.4% |
| AEP American Electric Power | 0.06% | 3,403 | $383K | Reduce -10.4% |
| BX Blackstone Inc. | 0.06% | 2,210 | $378K | Add +1.8% |
| VONG Vanguard Russell 1000 Growth | 0.06% | 3,125 | $377K | Add +0.1% |
| AWK American Water Works Co. Inc. | 0.06% | 2,673 | $372K | No change |
Portfolio Sells Q2 2025 → Q3 2025
| DUSB Dimension Ultrashort Fi ETF | Reduce -5.0% | 4.42% | −0.45 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -21.9% | 1.75% | −0.43 |
| DFAX Dimensional World Ex US Core | Reduce -27.0% | 0.97% | −0.33 |
| AVUS Avantis U.S. Equity ETF | Reduce -5.6% | 11.30% | −0.33 |
| VIG Vanguard Dividend Apprec ETF | Reduce -34.6% | 0.33% | −0.17 |
| IXUS iShares Core Intl Stock ETF | Sold out | 0.00% | −0.17 |
| AVUV Avantis US Small Cap Value | Reduce -19.8% | 0.68% | −0.13 |
| AVDE Avantis International Equity | Reduce -4.5% | 4.40% | −0.13 |
| IVV iShares Core S&P 500 ETF | Reduce -9.0% | 1.88% | −0.13 |
| VTV Vanguard Mrngstr Val ETF-Aui | Sold out | 0.00% | −0.08 |
| DFLV Dim US Large Cap Value ETF | Reduce -23.3% | 0.25% | −0.07 |
| WMT Walmart Inc. | Reduce -42.0% | 0.10% | −0.07 |
| MSFT Microsoft Corp. | Reduce -4.2% | 1.36% | −0.07 |
| DFSV Dimensional US Small Cap Val | Reduce -14.8% | 0.47% | −0.06 |
| DFVX Dim US Large Cap Vector ETF | Sold out | 0.00% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.40% | −0.05 |
| IYE iShares U.S. Energy ETF | Sold out | 0.00% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -19.4% | 0.12% | −0.04 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.04 |
| DUHP Dimensional US High Profi Et | Reduce -28.3% | 0.11% | −0.04 |
| V Visa Inc. Class A | Reduce -2.1% | 0.34% | −0.04 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.04 |
| NSC Norfolk Southern Corp. | Sold out | 0.00% | −0.04 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Sold out | 0.00% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -26.1% | 0.14% | −0.04 |
| CAT Caterpillar Inc. | Sold out | 0.00% | −0.04 |
| LIN Linde PLC | Sold out | 0.00% | −0.04 |
| HON Honeywell International Inc. | Sold out | 0.00% | −0.04 |
| CEG Constellation Energy | Reduce -35.7% | 0.05% | −0.03 |
| TROW T Rowe Price Group Inc. | Reduce -44.6% | 0.04% | −0.03 |
| MDLZ Mondelez International Inc. Class A | Reduce -25.7% | 0.05% | −0.03 |
| META Meta Platforms Inc. Class A | Reduce -5.4% | 0.22% | −0.02 |
| VT Vanguard Tot World STK ETF | Reduce -9.1% | 0.33% | −0.02 |
| REET iShares Global REIT ETF | Reduce -3.4% | 0.51% | −0.02 |
| CTAS Cintas Corp. | Reduce -0.7% | 0.15% | −0.02 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -9.6% | 0.24% | −0.02 |
| ADBE Adobe Inc. | Reduce -23.6% | 0.04% | −0.02 |
| AMZN Amazon.com Inc. | Reduce -5.8% | 0.19% | −0.02 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -2.3% | 0.09% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -10.8% | 0.20% | −0.02 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.6% | 0.41% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -6.8% | 0.14% | −0.01 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -6.0% | 0.25% | −0.01 |
| DFAR Dimensional US Real Est ETF | Reduce -18.7% | 0.04% | −0.01 |
| SBUX Starbucks Corp. | Reduce -12.2% | 0.03% | −0.01 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 0.21% | −0.01 |
| AVSF Avantis Short-Term Fixed Inc. | Reduce -1.1% | 0.15% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -4.4% | 0.17% | −0.01 |
| EHTH Ehealth Inc. | Sold out | 0.00% | −0.01 |
| DFAW Dimensional World Eqty ETF | Reduce -3.9% | 0.42% | −0.01 |
Portfolio Buys Q2 2025 → Q3 2025
| DCOR Dimensional US Core Eq 1 ETF | Add +13.8% | 4.37% | +0.63 |
| DFUS Dimensional US Eq MKT ETF | Add +4.5% | 5.09% | +0.37 |
| DFAI Dimensional International Co. | Add +4.3% | 5.06% | +0.23 |
| DFAU Dimensional US Core Equity M | Add +0.1% | 6.07% | +0.19 |
| DFSD Dimensional Short Duration | Add +13.0% | 2.49% | +0.19 |
| DFIC Dimensional International Co. | Add +3.3% | 4.88% | +0.19 |
| AVEM Avantis Emerging Markets Eq | Add +0.4% | 3.85% | +0.19 |
| DFAE Dimensional Emerging Core Eq | Add +5.3% | 2.05% | +0.18 |
| IDYN iShares Inte Equ Fac R A ETF | New | 0.17% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +0.2% | 0.52% | +0.13 |
| DFCF Dimensional Core Fixed Inc. | Add +16.7% | 0.88% | +0.10 |
| DFEM Dimensional Emrg MRKT Core | Add +3.0% | 1.17% | +0.07 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.06% | +0.06 |
| MKC.V McCormick & Co. Inc. VTG Com | New | 0.06% | +0.06 |
| AGG iShares Core U.S. Aggregate | Add +18.0% | 0.43% | +0.05 |
| GLW Corning Inc. | New | 0.05% | +0.05 |
| LRCX Lam Research Corp. | Add +0.3% | 0.21% | +0.05 |
| AVGO Broadcom Inc. | Add +2.0% | 0.18% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +10.9% | 0.15% | +0.02 |
| HD Home Depot Inc. | Add +0.6% | 0.17% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +0.0% | 0.31% | +0.01 |
| NOC Northrop Grumman Corp. | Add +0.2% | 0.05% | +0.01 |
| ABBV Abbvie Inc. | Add +0.6% | 0.04% | +0.01 |
| BX Blackstone Inc. | Add +1.8% | 0.06% | +0.01 |
| AVRE Avantis Real Estate ETF | Add +7.0% | 0.21% | +0.01 |
| AVIG Avantis Core Fixed Income | Add +4.5% | 0.47% | +0.00 |
| AVLV Avantis US Large Cap Value | Add +0.3% | 0.28% | +0.00 |
| DES Wisdomtree US Smallcap Divid | Add +0.3% | 0.25% | +0.00 |
| ES Eversource Energy | Add +0.0% | 0.05% | +0.00 |
| VONG Vanguard Russell 1000 Growth | Add +0.1% | 0.06% | +0.00 |
| AVSC Avantis US Small Cap Equity | Add +0.2% | 0.04% | +0.00 |
| PRF Invesco Rafi US 1000 ETF | Add +0.2% | 0.11% | +0.00 |
| IJH iShares Core S&P Midcap ETF | Add +0.5% | 0.15% | +0.00 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Add +0.4% | 0.05% | +0.00 |
| ESGU iShares ESG Aware MSCI USA | Add +0.3% | 0.04% | +0.00 |
| FENI Fidelity Enhanced Intl ETF | Add +0.2% | 0.05% | +0.00 |
| IUSV iShares Core S&P U.S. Value | Add +0.3% | 0.05% | +0.00 |
| VDE Vanguard Energy ETF | Add +0.2% | 0.06% | +0.00 |
| IWD iShares Russell 1000 Value E | Add +0.2% | 0.09% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +0.1% | 0.05% | +0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +1.4% | 0.17% | 0.00 |
| VNQ Vanguard Real Estate ETF | Add +0.8% | 0.04% | −0.00 |
| IEFA iShares Core MSCI Eafe ETF | Add +0.1% | 1.71% | −0.00 |
| DFIP Dimensional Inflation-Protec | Add +0.8% | 0.05% | −0.00 |
| LLY Eli Lilly & Co. | Add +0.8% | 0.03% | −0.00 |
| DIHP Dimensional International Hi | Add +0.1% | 0.29% | −0.00 |
| DFGR Dim Global Real Estate ETF | Add +0.7% | 0.29% | −0.01 |
| SPLV Invesco S&P 500 Low Volatili | Add +0.2% | 0.19% | −0.01 |
| MA Mastercard Inc. Class A | Add +0.1% | 0.26% | −0.01 |
| BSV Vanguard Short-Term Bond ETF | Add +0.9% | 0.32% | −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 |