Sc&H Financial Advisors, Inc. Incresed Positions in Q3 2025

Sc&H Financial Advisors, Inc.

  • $548 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
18.4K
+ 4.46%
$67.01 - $72.84 $1.23M - $1.34M
431K $31.2M
DFAU
Dimensional ETF Tr

ETFs
1.06K
+ 0.13%
$42.42 - $45.96 $44.9K - $48.7K
814K $37.2M
DFAI
Dimensional ETF Tr

ETFs
35.6K
+ 4.35%
$34.05 - $36.55 $1.21M - $1.3M
853K $31M
DFIC
Dimensional ETF Tr Dimensional

ETFs
29K
+ 3.28%
$30.76 - $33.01 $892K - $957K
912K $29.9M
AVEM
American Centy ETF Tr Avantis

ETFs
1.38K
+ 0.44%
$68.33 - $75.41 $94.5K - $104K
314K $23.6M
DFSD
Dimensional ETF Tr Short Durat

ETFs
36.4K
+ 12.99%
$47.86 - $48.43 $1.74M - $1.77M
317K $15.3M
DFAE
Dimensional ETF Tr

ETFs
20K
+ 5.28%
$28.84 - $31.84 $576K - $636K
398K $12.6M
GOOGL
Alphabet Inc.

Communication Services
21
+ 0.16%
$174.36 - $254.72 $3.66K - $5.35K
13.2K $3.22M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
18.2K
+ 16.73%
$41.8 - $43.15 $760K - $784K
127K $5.42M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
6.6K
+ 3.04%
$29.55 - $32.52 $195K - $215K
224K $7.17M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
4.03K
+ 18.01%
$97.75 - $100.75 $394K - $406K
26.4K $2.64M
AVGO
Broadcom Inc.

Technology
68
+ 2.03%
$264.74 - $369.57 $18K - $25.1K
3.42K $1.13M
AVIG
American Centy ETF Tr Avantis

ETFs
2.96K
+ 4.49%
$41.02 - $42.32 $121K - $125K
68.8K $2.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
147
+ 10.88%
$546.99 - $602.2 $80.4K - $88.5K
1.5K $899K
IWB
Ishares Tr Russell 1000 ETF

ETFs
2
+ 0.04%
$339.37 - $366.46 $679 - $733
5.27K $1.93M
HD
Home Depot, Inc.

Consumer Cyclical
14
+ 0.55%
$357.4 - $423.42 $5K - $5.93K
2.57K $1.04M
AVLV
American Centy ETF Tr Avantis
58
+ 0.25%
$68.33 - $72.69 $3.96K - $4.22K
23.5K $1.7M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
114
+ 0.25%
$31.31 - $34.54 $3.57K - $3.94K
46.4K $1.56M
AVRE
American Centy ETF Tr Avantis
1.88K
+ 7.0%
$43.53 - $45.34 $81.7K - $85.1K
28.7K $1.28M
NOC
Northrop Grumman Corp

Industrials
1
+ 0.19%
$498.9 - $609.32 $499 - $609
541 $329K
ABBV
Abb Vie Inc.

Healthcare
7
+ 0.6%
$184.85 - $231.54 $1.29K - $1.62K
1.18K $272K
DIHP
Dimensional ETF Tr Dimensional

ETFs
43
+ 0.07%
$28.69 - $30.59 $1.23K - $1.32K
59.3K $1.8M
BX
Blackstone Inc.

Financial Services
40
+ 1.84%
$152.77 - $188.68 $6.11K - $7.55K
2.21K $377K
VOT
Vanguard Mid Cap Growth Index

ETFs
51
+ 1.43%
$282.75 - $294.19 $14.4K - $15K
3.62K $1.06M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
69
+ 0.5%
$62.09 - $66.51 $4.28K - $4.59K
13.9K $905K
PRF
Invesco Exchange Traded Fd Tr

ETFs
23
+ 0.16%
$42.04 - $45.23 $967 - $1.04K
14.4K $650K
VONG
Vanguard Russell 1000 Growth E

ETFs
2
+ 0.06%
$108.08 - $121.73 $216 - $243
3.13K $376K
ES
Eversource Energy

Utilities
1
+ 0.02%
$62.86 - $71.14 $62.9 - $71.1
4.51K $321K
AVSC
American Centy ETF Tr Avantis
8
+ 0.18%
$51.33 - $58.63 $411 - $469
4.49K $257K
IWD
Ishares Russell 1000 Val ETF

ETFs
6
+ 0.23%
$192.76 - $203.86 $1.16K - $1.22K
2.64K $537K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
221
+ 0.88%
$78.11 - $79.07 $17.3K - $17.5K
25.2K $1.99M
MA
Mastercard Inc

Financial Services
4
+ 0.14%
$550.18 - $598.96 $2.2K - $2.4K
2.85K $1.62M
FNDX
Schwab Fundamental U S Large C

ETFs
49
+ 0.42%
$24.38 - $26.34 $1.19K - $1.29K
11.7K $308K
VDE
Vanguard Energy ETF

ETFs
5
+ 0.18%
$118.37 - $129.65 $592 - $648
2.85K $359K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
10
+ 0.33%
$94.17 - $99.95 $942 - $1K
3.08K $308K
ESGU
Ishares Trust Ishares Esg Awar

ETFs
4
+ 0.25%
$134.94 - $145.86 $540 - $583
1.58K $230K
VEA
Vanguard Ftse Developed Market

ETFs
4
+ 0.08%
$56.02 - $60.3 $224 - $241
4.93K $295K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
29
+ 0.19%
$72.01 - $74.44 $2.09K - $2.16K
15.5K $1.14M
VNQ
Vanguard Specialized Funds Van

ETFs
22
+ 0.79%
$88.47 - $93.24 $1.95K - $2.05K
2.8K $256K
DFIP
Dimensional ETF Tr Inflation P

ETFs
66
+ 0.85%
$41.6 - $42.66 $2.75K - $2.82K
7.84K $331K
Dimensional ETF Trust
45.1K
+ 13.76%
N/A
372K $0
Fidelity Covington Trust
21
+ 0.23%
N/A
9.22K $0
Dimensional ETF Trust
445
+ 0.7%
N/A
64.1K $0
Lam Research Corp
28
+ 0.3%
N/A
9.43K $0
LLY
Eli Lilly & CO

Healthcare
2
+ 0.77%
$625.65 - $812.69 $1.25K - $1.63K
263 $200K
Activity Summary
Buys All Purchases 50 New Holdings 4 Increased Positions 46 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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