Sc&H Financial Advisors, Inc. Incresed Positions in Q4 2025

Sc&H Financial Advisors, Inc.

  • $567 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFSD
Dimensional ETF Tr Short Durat

ETFs
108K
+ 34.18%
$48.17 - $48.5 $5.22M - $5.26M
425K $20.5M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
70.9K
+ 55.9%
$42.71 - $43.27 $3.03M - $3.07M
198K $8.45M
DFAI
Dimensional ETF Tr

ETFs
47K
+ 5.51%
$35.82 - $37.52 $1.68M - $1.76M
900K $33.4M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
47.5K
+ 2.24%
$37.61 - $39.41 $1.79M - $1.87M
2.17M $84M
DFAU
Dimensional ETF Tr

ETFs
29.2K
+ 3.59%
$44.77 - $47.01 $1.31M - $1.37M
843K $38.7M
DFIC
Dimensional ETF Tr Dimensional

ETFs
28.5K
+ 3.13%
$32.24 - $33.72 $919K - $962K
941K $31.4M
AAPL
Apple Inc.

Technology
2.99K
+ 7.97%
$245.27 - $275.25 $733K - $823K
40.5K $10.8M
AVEM
American Centy ETF Tr Avantis

ETFs
3.2K
+ 1.02%
$73.09 - $78.36 $234K - $251K
318K $24.6M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17.8K
+ 7.97%
$31.28 - $33.46 $558K - $596K
241K $7.99M
DFUS
Dimensional ETF Tr U S Equity

ETFs
7.56K
+ 1.76%
$71.0 - $74.64 $537K - $564K
438K $32M
VTI
Vanguard Total Stock Market Et

ETFs
1.26K
+ 10.62%
$321.8 - $337.95 $406K - $426K
13.1K $4.33M
AMZN
Amazon Com Inc

Consumer Cyclical
1.33K
+ 25.41%
$213.04 - $254.0 $283K - $338K
6.56K $1.54M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
496
+ 66.58%
$600.51 - $631.95 $298K - $313K
1.24K $766K
SPY
Spdr S&P 500 ETF Trust

ETFs
452
+ 7.88%
$653.02 - $687.39 $295K - $311K
6.19K $4.12M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.47K
+ 9.37%
$99.87 - $101.27 $247K - $250K
28.9K $2.89M
AVIG
American Centy ETF Tr Avantis

ETFs
5.39K
+ 7.83%
$41.84 - $42.48 $226K - $229K
74.2K $3.11M
VEA
Vanguard Ftse Developed Market

ETFs
2.7K
+ 54.77%
$59.18 - $62.09 $160K - $168K
7.62K $467K
NVDA
Nvidia Corp

Technology
869
+ 10.98%
$179.83 - $207.04 $156K - $180K
8.79K $1.64M
MCD
Mcdonalds Corp

Consumer Cyclical
420
+ 22.2%
$293.81 - $310.11 $123K - $130K
2.31K $704K
VT
Vanguard Total World Stk Index

ETFs
747
+ 5.07%
$135.16 - $141.78 $101K - $106K
15.5K $2.16M
QQQ
Invesco Qqq Trust, Series 1

ETFs
196
+ 13.08%
$589.5 - $635.77 $116K - $125K
1.69K $1.02M
VBR
Vanguard Small Cap Value ETF

ETFs
624
+ 8.52%
$201.42 - $211.15 $126K - $132K
7.95K $1.63M
VOE
Vanguard Mid Cap Value Index F

ETFs
598
+ 7.18%
$169.53 - $176.53 $101K - $106K
8.93K $1.55M
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.12K
+ 1.88%
$30.11 - $31.43 $33.6K - $35K
60.5K $1.88M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2K
+ 11.49%
$37.18 - $38.47 $74.2K - $76.7K
19.4K $729K
VUG
Vanguard Growth ETF

ETFs
145
+ 22.07%
$470.44 - $504.26 $68.2K - $73.1K
802 $387K
KO
Coca Cola CO

Consumer Defensive
544
+ 14.6%
$66.1 - $71.61 $36K - $39K
4.27K $301K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
351
+ 2.31%
$72.17 - $75.74 $25.3K - $26.6K
15.6K $1.17M
WMT
Walmart Inc.

Consumer Defensive
453
+ 7.81%
$101.18 - $109.03 $45.8K - $49.4K
6.25K $643K
DFIP
Dimensional ETF Tr Inflation P

ETFs
1.09K
+ 13.93%
$42.01 - $42.55 $45.9K - $46.5K
8.93K $376K
JNJ
Johnson & Johnson

Healthcare
112
+ 7.64%
$185.98 - $199.58 $20.8K - $22.4K
1.58K $314K
ABBV
Abb Vie Inc.

Healthcare
151
+ 12.84%
$211.96 - $244.38 $32K - $36.9K
1.33K $310K
VXF
Vanguard Extended Market ETF

ETFs
284
+ 7.18%
$204.22 - $215.05 $58K - $61.1K
4.24K $865K
SBUX
Starbucks Corp

Consumer Cyclical
400
+ 16.76%
$78.46 - $87.26 $31.4K - $34.9K
2.79K $236K
AEP
American Electric Power CO Inc

Utilities
13
+ 0.38%
$112.75 - $122.73 $1.47K - $1.6K
3.42K $414K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
14
+ 0.54%
$475.68 - $513.11 $6.66K - $7.18K
2.63K $1.34M
IEMG
Ishares Inc

ETFs
382
+ 1.34%
N/A
28.8K $1.55M
VO
Vanguard Mid Cap ETF

ETFs
140
+ 4.31%
$286.27 - $296.23 $40.1K - $41.5K
3.39K $972K
AVRE
American Centy ETF Tr Avantis
622
+ 2.17%
$43.28 - $45.31 $26.9K - $28.2K
29.3K $1.29M
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.06%
$358.39 - $376.54 $1.08K - $1.13K
5.28K $1.94M
BAC
Bank Of America Corp

Financial Services
208
+ 2.91%
$48.65 - $54.11 $10.1K - $11.3K
7.35K $378K
VDE
Vanguard Energy ETF

ETFs
7
+ 0.25%
$120.37 - $129.34 $843 - $905
2.86K $369K
ES
Eversource Energy

Utilities
2
+ 0.04%
$70.59 - $74.88 $141 - $150
4.52K $330K
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.21K
+ 2.17%
$66.04 - $69.67 $80K - $84.4K
56.9K $3.82M
PRF
Invesco Exchange Traded Fd Tr

ETFs
20
+ 0.14%
$44.13 - $46.37 $883 - $927
14.4K $658K
XLC
Select Sector Spdr Tr Communic

ETFs
215
+ 8.14%
$111.33 - $117.16 $23.9K - $25.2K
2.86K $317K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
12
+ 0.39%
$98.0 - $102.56 $1.18K - $1.23K
3.1K $313K
FNDX
Schwab Fundamental U S Large C

ETFs
52
+ 0.44%
$25.68 - $26.95 $1.34K - $1.4K
11.8K $313K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
20
+ 0.47%
$52.54 - $55.77 $1.05K - $1.12K
4.29K $235K
Activity Summary
Buys All Purchases 91 New Holdings 15 Increased Positions 76 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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