Sc&H Financial Advisors, Inc. Purchases in Q2 2025

Sc&H Financial Advisors, Inc.

  • $524 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AVUS
American Centy ETF Tr Avantis

ETFs
37.9K
+ 5.95%
$81.38 - $100.82 $3.08M - $3.82M
675K $68.1M
DFAI
Dimensional ETF Tr

ETFs
58K
+ 7.64%
$28.02 - $34.71 $1.63M - $2.01M
818K $28.3M
DFAU
Dimensional ETF Tr

ETFs
34.8K
+ 4.47%
$34.04 - $42.36 $1.18M - $1.47M
812K $34.4M
DFUS
Dimensional ETF Tr U S Equity

ETFs
25.2K
+ 6.52%
$53.65 - $67.02 $1.35M - $1.69M
412K $27.6M
AVDE
American Centy ETF Tr Avantis

ETFs
21.7K
+ 6.46%
$59.32 - $74.36 $1.29M - $1.62M
358K $26.5M
AVEM
American Centy ETF Tr Avantis

ETFs
21.6K
+ 7.41%
$53.08 - $68.54 $1.15M - $1.48M
313K $21.5M
DFIC
Dimensional ETF Tr Dimensional

ETFs
26K
+ 3.04%
$24.94 - $31.15 $650K - $811K
883K $27.5M
MSFT
Microsoft Corp

Technology
25
+ 0.15%
$354.56 - $497.45 $8.86K - $12.4K
16.8K $8.36M
DFAX
Dimensional ETF Tr
30.9K
+ 13.44%
$23.37 - $29.39 $721K - $907K
261K $7.65M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
28.6K
+ 15.16%
$23.4 - $29.68 $668K - $848K
217K $6.44M
IEFA
Ishares Tr

ETFs
1.43K
+ 1.21%
$67.83 - $84.09 $96.7K - $120K
120K $10M
NVDA
Nvidia Corp

Technology
3.11K
+ 51.08%
$94.31 - $157.99 $293K - $491K
9.19K $1.45M
DFSD
Dimensional ETF Tr Short Durat

ETFs
12.6K
+ 4.69%
$47.09 - $48.01 $592K - $604K
281K $13.5M
VTI
Vanguard Total Stock Market Et

ETFs
754
+ 6.51%
$243.75 - $303.93 $184K - $229K
12.3K $3.75M
AMZN
Amazon Com Inc

Consumer Cyclical
1.81K
+ 48.25%
$167.32 - $223.3 $302K - $403K
5.55K $1.22M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.58K
+ 7.44%
$108.12 - $135.04 $171K - $213K
22.8K $3.08M
DFSV
Dimensional ETF Tr Dimensional

ETFs
12K
+ 12.77%
$24.21 - $29.47 $291K - $355K
106K $3.13M
AVGO
Broadcom Inc.

Technology
173
+ 5.45%
$146.29 - $275.65 $25.3K - $47.7K
3.35K $922K
META
Meta Platforms, Inc.

Communication Services
77
+ 4.1%
$484.66 - $738.09 $37.3K - $56.8K
1.95K $1.44M
AVUV
American Centy ETF Tr Avantis

ETFs
865
+ 1.69%
$75.17 - $91.21 $65K - $78.9K
52.1K $4.75M
GOOG
Alphabet Inc.

Communication Services
313
+ 3.23%
$146.58 - $180.01 $45.9K - $56.3K
10K $1.77M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.51K
+ 5.35%
$41.1 - $42.37 $227K - $234K
109K $4.59M
AVSC
American Centy ETF Tr Avantis
4.49K
New
$42.39 - $51.76 $190K - $232K
4.49K $231K
VBK
Vanguard Small Cap Growth ETF

ETFs
779
New
$219.76 - $276.94 $171K - $216K
779 $215K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.58K
New
$108.06 - $135.3 $170K - $213K
1.58K $213K
CAT
Caterpillar Inc

Industrials
536
New
$273.94 - $388.21 $147K - $208K
536 $208K
HON
Honeywell International Inc

Industrials
885
New
$182.86 - $232.88 $162K - $206K
885 $206K
LLY
Eli Lilly & CO

Healthcare
261
New
$713.71 - $898.95 $186K - $235K
261 $203K
ACWI
Ishares Msci Acwi ETF

ETFs
1.56K
New
$103.59 - $128.6 $162K - $201K
1.56K $201K
IWB
Ishares Tr Russell 1000 ETF

ETFs
3
+ 0.06%
$272.36 - $339.57 $817 - $1.02K
5.27K $1.79M
AVDV
American Centy ETF Tr Avantis

ETFs
99
+ 0.57%
$61.76 - $79.32 $6.11K - $7.85K
17.4K $1.38M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
5.27K
+ 12.84%
$28.02 - $32.37 $148K - $170K
46.3K $1.47M
DIHP
Dimensional ETF Tr Dimensional

ETFs
110
+ 0.19%
$24.32 - $29.74 $2.68K - $3.27K
59.3K $1.75M
IXUS
Ishares Tr

ETFs
726
+ 5.94%
$62.37 - $77.63 $45.3K - $56.4K
12.9K $1M
DUHP
Dimensional ETF Tr Dimensional

ETFs
2.43K
+ 11.13%
$29.36 - $35.56 $71.2K - $86.2K
24.2K $861K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.33K
+ 6.33%
$96.84 - $99.46 $129K - $132K
22.4K $2.22M
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 0.6%
$908.13 - $1056.85 $14.5K - $16.9K
2.69K $2.66M
QQQ
Invesco Qqq Trust, Series 1

ETFs
30
+ 2.27%
$416.06 - $551.64 $12.5K - $16.5K
1.35K $745K
AVIG
American Centy ETF Tr Avantis

ETFs
2.65K
+ 4.18%
$40.41 - $41.62 $107K - $110K
65.9K $2.74M
GS
Goldman Sachs Group Inc

Financial Services
32
+ 7.42%
$462.22 - $707.75 $14.8K - $22.6K
463 $327K
AVRE
American Centy ETF Tr Avantis
1.31K
+ 5.13%
$38.75 - $44.92 $50.8K - $58.8K
26.8K $1.19M
VXF
Vanguard Extended Market ETF

ETFs
7
+ 0.17%
$150.43 - $192.71 $1.05K - $1.35K
4.2K $809K
VEA
Vanguard Ftse Developed Market

ETFs
865
+ 21.32%
$45.65 - $57.01 $39.5K - $49.3K
4.92K $280K
TXT
Textron Inc

Industrials
577
+ 18.55%
$60.72 - $80.34 $35K - $46.4K
3.69K $296K
VUG
Vanguard Growth ETF

ETFs
61
+ 10.23%
$329.49 - $438.4 $20.1K - $26.7K
657 $288K
VCIT
Vanguard Intermediate Term Cor

ETFs
384
+ 1.29%
$79.56 - $82.92 $30.6K - $31.8K
30.1K $2.49M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
17
+ 0.12%
$51.16 - $62.02 $870 - $1.05K
13.8K $856K
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.06%
$82.51 - $109.2 $165 - $218
3.12K $341K
V
Visa Inc.

Financial Services
44
+ 0.71%
$308.27 - $373.31 $13.6K - $16.4K
6.29K $2.23M
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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