Sc&H Financial Advisors, Inc. Purchases in Q1 2025

Sc&H Financial Advisors, Inc.

  • $468 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
58.4K
+ 7.32%
$25.54 - $28.79 $1.49M - $1.68M
857K $23.8M
DFAI
Dimensional ETF Tr

ETFs
49.7K
+ 7.0%
$28.88 - $32.4 $1.44M - $1.61M
760K $23.7M
DFAE
Dimensional ETF Tr

ETFs
24.3K
+ 6.84%
$24.64 - $26.86 $598K - $652K
380K $9.83M
DFSD
Dimensional ETF Tr Short Durat

ETFs
13.4K
+ 5.28%
$46.74 - $47.55 $628K - $639K
268K $12.7M
AVEM
American Centy ETF Tr Avantis

ETFs
6.75K
+ 2.37%
$57.11 - $62.4 $386K - $421K
291K $17.5M
DFAX
Dimensional ETF Tr
17.8K
+ 8.42%
$24.45 - $27.2 $436K - $485K
230K $6.02M
IEFA
Ishares Tr

ETFs
17
+ 0.01%
$69.57 - $78.65 $1.18K - $1.34K
118K $8.95M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
11.2K
+ 12.23%
$40.79 - $42.32 $458K - $476K
103K $4.34M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
11.9K
+ 6.77%
$25.35 - $27.46 $303K - $328K
188K $4.99M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.12K
+ 17.42%
$95.85 - $99.25 $299K - $310K
21K $2.08M
DFAU
Dimensional ETF Tr

ETFs
45.7K
+ 6.25%
$37.84 - $42.29 $1.73M - $1.93M
778K $29.9M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
72
+ 2.81%
$442.66 - $534.52 $31.9K - $38.5K
2.63K $1.4M
AEP
American Electric Power CO Inc

Utilities
1.58K
+ 71.33%
$90.32 - $109.27 $142K - $172K
3.78K $413K
VEA
Vanguard Ftse Developed Market

ETFs
4.06K
New
$47.4 - $52.99 $192K - $215K
4.06K $206K
DUK
Duke Energy Corp

Utilities
1.65K
New
$105.87 - $121.97 $175K - $201K
1.65K $201K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
403
+ 71.08%
$507.05 - $563.67 $204K - $227K
970 $498K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.2K
+ 16.29%
$58.01 - $64.46 $128K - $142K
15.7K $975K
DFUS
Dimensional ETF Tr U S Equity

ETFs
22K
+ 6.04%
$59.61 - $66.71 $1.31M - $1.47M
387K $23.4M
SMMD
Ishares Tr Russell 2500 ETF

ETFs
2.3K
+ 41.14%
$61.55 - $71.27 $142K - $164K
7.89K $493K
AVRE
American Centy ETF Tr Avantis
1.84K
+ 7.79%
$40.62 - $44.31 $74.9K - $81.7K
25.5K $1.1M
DIHP
Dimensional ETF Tr Dimensional

ETFs
30
+ 0.05%
$25.1 - $27.85 $753 - $836
59.2K $1.59M
MKC
Mccormick & CO Inc

Consumer Defensive
500
+ 6.19%
$71.24 - $84.73 $35.6K - $42.4K
8.58K $706K
AVDV
American Centy ETF Tr Avantis

ETFs
76
+ 0.44%
$63.74 - $71.96 $4.84K - $5.47K
17.3K $1.21M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
678
+ 2.73%
$76.94 - $78.28 $52.2K - $53.1K
25.5K $1.99M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
103K
+ 4.97%
$32.42 - $36.13 $3.33M - $3.71M
2.17M $71.5M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1
+ 0.01%
$128.74 - $138.67 $129 - $139
7.09K $962K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
386
+ 5.56%
$47.59 - $48.35 $18.4K - $18.7K
7.33K $354K
DFAR
Dimensional ETF Tr Dimensional

ETFs
15
+ 0.08%
$22.35 - $24.52 $335 - $368
18.7K $444K
VTV
Vanguard Value ETF

ETFs
8
+ 0.3%
$167.73 - $179.21 $1.34K - $1.43K
2.71K $467K
IWD
Ishares Russell 1000 Val ETF

ETFs
5
+ 0.19%
$182.82 - $196.21 $914 - $981
2.63K $494K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2
+ 0.04%
$42.5 - $46.71 $85 - $93.4
5.32K $240K
VIG
Vanguard Dividend Appreciation

ETFs
12
+ 0.08%
N/A
14.5K $2.64M
IEMG
Ishares Inc

ETFs
13
+ 0.04%
N/A
30.2K $1.62M
Fidelity Covington Trust
32
+ 0.35%
N/A
9.15K $0
IUSV
Ishares Core S&P U.S. Value Et

ETFs
9
+ 0.29%
$90.0 - $96.32 $810 - $867
3.11K $287K
AVGE
American Centy ETF Tr Avantis
1.19K
+ 5.16%
N/A
24.3K $0
Dimensional ETF Trust
4.06K
+ 8.21%
N/A
53.5K $0
Dimensional ETF Trust
257K
+ 141.91%
N/A
438K $0
Dimensional ETF Trust
43K
+ 32.98%
N/A
173K $0
Dimensional ETF Trust
3.94K
+ 8.38%
N/A
51K $0
Dimensional ETF Trust
3.9K
New
N/A
3.9K $0
Dimensional ETF Trust
14.9K
+ 155.94%
N/A
24.4K $0
VOE
Vanguard Mid Cap Value Index F

ETFs
31
+ 0.34%
$156.61 - $168.02 $4.85K - $5.21K
9.22K $1.48M
DUHP
Dimensional ETF Tr Dimensional

ETFs
53
+ 0.24%
$32.57 - $35.82 $1.73K - $1.9K
21.8K $722K
TXT
Textron Inc

Industrials
1
+ 0.03%
$70.19 - $81.2 $70.2 - $81.2
3.11K $224K
NVDA
Nvidia Corp

Technology
1.01K
+ 19.93%
$106.98 - $149.43 $108K - $151K
6.09K $659K
VBR
Vanguard Small Cap Value ETF

ETFs
366
+ 4.7%
$183.02 - $207.75 $67K - $76K
8.15K $1.52M
AVLV
American Centy ETF Tr Avantis
95
+ 0.4%
$63.51 - $70.42 $6.03K - $6.69K
23.8K $1.55M
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.06%
$92.71 - $107.38 $185 - $215
3.12K $289K
Activity Summary
Buys All Purchases 67 New Holdings 4 Increased Positions 63 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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