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

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 Q2 2025 Q3 2025: $613.4M $613.4M Q3 2025 Q4 2025: $646.4M Q4 2025 Q1 2026: $663.2M Q1 2026 Q2 2026: $753.8M Q2 2026

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
GS Goldman Sachs Group Inc. 0.06% 463 $369K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.06% 7,141 $368K Reduce -11.6%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.06% 7,696 $359K New
VDE Vanguard Energy ETF 0.06% 2,853 $359K Add +0.2%
MKC.V McCormick & Co. Inc. VTG Com 0.06% 5,376 $359K New
ISTB iShares Core 1-5 Year Usd Bo 0.06% 7,331 $358K Reduce -0.6%
NNN NNN REIT Inc. 0.05% 7,814 $333K No change
DFIP Dimensional Inflation-Protec 0.05% 7,841 $331K Add +0.8%
NOC Northrop Grumman Corp. 0.05% 541 $329K Add +0.2%
PHM Pultegroup Inc. 0.05% 2,480 $328K No change
ZTS Zoetis Inc. 0.05% 2,238 $327K No change
FENI Fidelity Enhanced Intl ETF 0.05% 9,215 $325K Add +0.2%
ES Eversource Energy 0.05% 4,513 $321K Add +0.0%
VUG Vanguard Mrngstar GR ETF-Sui 0.05% 657 $315K No change
XLC SS Comm Select Sector SPDR 0.05% 2,640 $312K No change
TXT Textron Inc. 0.05% 3,688 $312K No change
GLW Corning Inc. 0.05% 3,789 $311K New
FNDX Schwab Fndmntl US LRG Co. ETF 0.05% 11,747 $309K Add +0.4%
IUSV iShares Core S&P U.S. Value 0.05% 3,083 $308K Add +0.3%
MDLZ Mondelez International Inc. Class A 0.05% 4,862 $304K Reduce -25.7%
VEA Vanguard Ftse Developed ETF 0.05% 4,926 $295K Add +0.1%
CEG Constellation Energy 0.05% 886 $292K Reduce -35.7%
HCA HCA Healthcare Inc. 0.05% 676 $288K No change
MO Altria Group Inc. 0.05% 4,251 $281K No change
ABBV Abbvie Inc. 0.04% 1,176 $272K Add +0.6%
JNJ Johnson & Johnson 0.04% 1,466 $272K Reduce -8.9%
EW Edwards Lifesciences Corp. 0.04% 3,462 $269K No change
BIP Brookfield Infrastructure Pa 0.04% 8,182 $269K No change
IYY iShares Dow Jones U.S. ETF 0.04% 1,636 $266K No change
AVSC Avantis US Small Cap Equity 0.04% 4,494 $257K Add +0.2%
VNQ Vanguard Real Estate ETF 0.04% 2,802 $256K Add +0.8%
SYY Sysco Corp. 0.04% 3,081 $254K No change
ADBE Adobe Inc. 0.04% 718 $253K Reduce -23.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.04% 815 $252K No change
KO The Coca-Cola Co. 0.04% 3,726 $247K Reduce -4.6%
MTD Mettler-Toledo International 0.04% 201 $247K No change
ACN Accenture PLC Class A 0.04% 975 $240K No change
AIZ Assurant Inc. 0.04% 1,110 $240K No change
PNC PNC Financial Services Group 0.04% 1,173 $236K No change
DFAR Dimensional US Real Est ETF 0.04% 9,732 $232K Reduce -18.7%
VWO Vanguard Ftse Emerging Marke 0.04% 4,274 $232K Reduce -19.9%
ESGU iShares ESG Aware MSCI USA 0.04% 1,581 $230K Add +0.3%
ACWI iShares MSCI Acwi ETF 0.04% 1,563 $216K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.04% 2,101 $216K Reduce -44.6%
DHR Danaher Corp. 0.04% 1,085 $215K No change
SBUX Starbucks Corp. 0.03% 2,387 $202K Reduce -12.2%
LLY Eli Lilly & Co. 0.03% 263 $201K Add +0.8%

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

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