Cambridge Financial Group LLC Activity in Q2 2026: Strategic ETF Purchases and Select Sales Observed

Prioritizing Growth: Cambridge Financial Group Increases Exposure to Dimensional Funds

Cambridge Financial Group LLC demonstrated a clear preference for growth-oriented strategies during the second quarter of 2026, significantly increasing its positions within several Dimensional ETF Trust products. The investor boosted holdings in DIMENSIONAL ETF TRUST (DFIC) by acquiring an additional 38,738 shares, representing a substantial increase of approximately 5.67% and elevating its portfolio allocation to 8.48%. This was not the only purchase within Dimensional funds; Cambridge also increased its stake in DIMENSIONAL ETF TRUST (DFAC), adding 27,783 shares for a +3.67% change and an allocation of 10.97%. Furthermore, the investor added to its position in DIMENSIONAL ETF TRUST (DFAT), acquiring 15,746 more shares (+4.04%) which now accounts for roughly 8.93% of the total portfolio value.

Mixed Signals in Schwab Tactical ETFs

The investor's activity within SCHWAB STRATEGIC TR holdings was mixed during Q2 2026, with several positions showing reductions while others maintained their presence. Cambridge Financial Group exited or significantly scaled down its position in SCHWAB STRATEGIC TR (SCHD), selling off 90,249 shares resulting in an 18.31% decrease and leaving a residual allocation of just 0.9%. Similarly, the investor reduced holdings in other SCHWAB ETFs like SCHWAB STRATEGIC TR (SCHF), selling 19,589 shares (-13.94%) down to a portfolio weight of approximately 1.05%. Other SCHWAB tactical ETFs also saw share reductions: SCHWAB STRATEGIC TR (SCHA) lost 15,430 shares (-10.7%), and both SCHWAB STRATEGIC TR (SCHG) and SCHWAB STRATEGIC TR (SCHX) experienced decreases of -8.24% and -8.53%, respectively, though they still hold minor allocations.

New Addition: Core US Small Cap Growth via IWF

In addition to the adjustments within Dimensional and Schwab ETFs, Cambridge Financial Group initiated a new position during Q2 2026. The investor began holding shares of ISHARES TR (IWF), specifically the Core US Small Cap Growth ETF. This action resulted in an increase of 8,819 shares for IWF alone, though it's important to note that this represents a significant percentage change likely due to rounding or specific calculation methods used by the fund rather than a literal +196.94% addition.

Technology and Other Sectors Remain Significant

The investor maintained its position in APPLE INC (AAPL), a major Technology stock, with no change reported for the quarter. The portfolio allocation data also indicates substantial holdings across other sectors via ETFs or direct stocks not listed as changed in this filing. Cambridge Financial Group's portfolio includes significant allocations to "Unknown", "Financial Services", "Healthcare", and others based on the provided breakdown.

Overall Portfolio Dynamics

The observed changes reflect a dynamic investment strategy focused on specific sectors and ETFs during Q2 2026. The portfolio currently holds 153 distinct holdings, with top five stocks accounting for approximately 42.13% of the total value. The investor's actions resulted in both large purchases (highlighting Dimensional and IWF) and substantial sales (notably SCHD). This quarter's filing confirms ongoing activity within their portfolio.