SC&H Financial Advisors, Inc.

RIA/Wealth

SC&H Financial Advisors, Inc. is a RIA/Wealth based in Sparks, MD led by Andrew Lewis Hollingsworth Thompson, reporting $1.1B in AUM as of Q3 2025 with 90% ETF concentration, 63% concentrated in top 10 holdings, and minimal technology exposure.

PresidentAndrew Lewis Hollingsworth Thompson

Portfolio Value: $612.4M
Positions: 146
Top Holding: DFAC at 13.39%
Last Reported: Q3 2025

Address910 Ridgebrook Road, Sparks, MD, 21152-9390, United States

Top Holdings

Largest long holdings in SC&H Financial Advisors, Inc.'s portfolio (62.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Dimensional U.S. Core Equity 2 DFAC	ETF ETF	$82.0M	13.39%	-$6.2K Sold	— 2.1M shares	Q4 2021 Held for 3y 11m
2 Avantis U.S. Equity AVUS	ETF ETF	$69.3M	11.32%	-$4.1M Sold	— 637.9K shares	Q4 2021 Held for 3y 11m
3 Dimensional US Core Equity Market DFAU	ETF ETF	$37.2M	6.08%	+$48.5K Bought	— 813.5K shares	Q4 2021 Held for 3y 11m
4 Dimensional U.S. Equity DFUS	ETF ETF	$31.2M	5.10%	+$1.3M Bought	— 430.7K shares	Q4 2021 Held for 3y 11m
5 Dimensional International Core Equity Market DFAI	ETF ETF	$31.0M	5.07%	+$1.3M Bought	— 853.3K shares	Q4 2021 Held for 3y 11m
6 Dimensional International Core Equity 2 DFIC	ETF ETF	$29.9M	4.88%	+$950.9K Bought	— 912.0K shares	Q2 2022 Held for 3y 5m
7 Dimensional Ultrashort Fixed Income DUSB	ETF ETF	$27.1M	4.43%	-$1.4M Sold	— 534.1K shares	Q3 2024 Held for 1y 2m
8 Avantis International Equity AVDE	ETF ETF	$27.0M	4.41%	-$1.3M Sold	— 341.9K shares	Q4 2021 Held for 3y 11m
9 DCOR Dimensional US Core Equity 1 DCOR	ETF ETF	$26.8M	4.37%	+$3.2M Bought	— 372.4K shares	Q4 2023 Held for 1y 11m
10 Avantis Emerging Markets Equity AVEM	ETF ETF	$23.6M	3.86%	+$103.9K Bought	— 314.4K shares	Q4 2021 Held for 3y 11m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in SC&H Financial Advisors, Inc.'s latest filing

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Market Value

$612.4M

Prior: $585.6M

Q/Q Change

+4.58%

+$26.8M

Net Flows % of MV

-2.26%

Turnover Ratio

3.06%

New Purchases

1 stocks

$310.8K

Added To

46 stocks

+$11.2M

Sold Out Of

13 stocks

$3.7M

Reduced Holdings

64 stocks

-$21.7M

Increased Positions

Position	Shares Δ	Change
1 Corning GLW	New	0 → 3.8K +$310.8K
2 iShares Core U.S. Aggregate Bond AGG	+18.01%	22.4K → 26.4K +$403.7K
3 DFCF Dimensional Core Fixed Income DFCF	+16.73%	108.7K → 126.8K +$777.2K
4 DCOR Dimensional US Core Equity 1 DCOR	+13.76%	327.3K → 372.4K +$3.2M
5 DFSD Dimensional Short-Duration Fixed Income DFSD	+12.99%	280.6K → 317.1K +$1.8M

Decreased Positions

Position	Shares Δ	Change
1 iShares Core MSCI Total International Stock IXUS	Sold	12.9K → 0 −$1.0M
2 Vanguard Value VTV	Sold	2.7K → 0 −$478.7K
3 Dimensional US Large Cap Vector DFVX	Sold	4.8K → 0 −$330.0K
4 iShares U.S. Energy IYE	Sold	5.3K → 0 −$241.3K
5 United Parcel Service, Inc. UPS	Sold	2.4K → 0 −$239.6K