Sc&H Financial Advisors Inc.: Investment Activity Analysis for Q2 2026

As reported in regulatory filings dated June 30, 2026, Sc&H Financial Advisors Inc. managed a substantial portfolio valued at $753.8 million.

The firm's holdings reflect a strategic focus on Dimensional Fund Trust ETFs and American Century ETF Trust shares, with Technology being the dominant sector allocation at approximately 91.6% of the total value according to their sector breakdown.

During this period, Sc&H Financial Advisors Inc. demonstrated significant buying activity in several Dimensional Fund Trust ETFs and one Vanguard fund:

• DIMENSIONAL ETF TRUST (DFIC): Showed a notable increase of 4.67% in shares.
• VANGUARD INDEX FUNDS (VO): Experienced the most substantial share increase during this quarter, with holdings growing by an impressive 293.57%, indicating strong confidence or strategic realignment towards this fund.
• DIMENSIONAL ETF TRUST (DFSD): Showed a significant increase of 9.17% in shares.
• DIMENSIONAL ETF TRUST (DUSB): Showed a considerable increase of 6.35% in shares.

Conversely, the firm also reported decreases or exits from certain holdings:

• DIMENSIONAL ETF TRUST (DFAX): Holdings decreased by 2.33%, impacting its portfolio allocation of 1.12%.

Additionally, Sc&H Financial Advisors Inc.'s portfolio includes several Dimensional Fund Trust ETFs that were disclosed this quarter:

• DIMENSIONAL ETF TRUST (DFIC): Portfolio allocation stands at approximately 4.99%.
• DIMENSIONAL ETF TRUST (DFAC): Holds about 13.11% of the portfolio, with a slight increase in shares.
• DIMENSIONAL ETF TRUST (DUSB): Accounts for roughly 4.35% allocation.
• DIMENSIONAL ETF TRUST (DCOR): Represents approximately 4.92% of the portfolio, with a significant increase in shares.

The overall holding count increased slightly to 160 positions during this quarter, while the top five holdings account for about 40.31% of the total value, maintaining concentration but showing diversification into Dimensional and American Century ETFs.