Cambridge Financial Group, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed September 9, 2025), Cambridge Financial Group, LLC reported 122 stock positions worth $210.4 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 8.2% of the portfolio, followed by Dimensional US Target Value (DFAT, 7.7%) and Dimensional International (DFIC, 5.8%). Compared with Q4 2023, it opened 4 new positions, sold out of 8, added to 45 and reduced 47. The biggest buy was Dimensional US Core Equity 2 (DFAC, shares +9%) and the biggest sale Apple (AAPL, shares −3%).

Most Recent 13F
Q3 2026
Location
TUCSON, AZ
CIK
0002085256
Portfolio Value
$210.4M (Q1 2024)
SEC Filing
0001214659-25-013549 ↗ filed Sep 9, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $210.4M $210.4M Q1 2024 Q2 2024: $218.9M Q2 2024 Q3 2024: $240.3M Q3 2024 Q4 2024: $233.9M Q4 2024 Q1 2025: $235.6M Q1 2025 Q2 2025: $266.4M Q2 2025 Q3 2025: $310.7M Q3 2025 Q4 2025: $287.7M Q4 2025 Q1 2026: $295.4M Q1 2026 Q2 2026: $317.6M Q2 2026 Q3 2026: $317.1M Q3 2026

Holdings 122 stocks · $210.4M
DFAC Dimensional US Core Equity 2 8.22% 541,516 $17.3M Add +8.9%
DFAT Dimensional US Target Value 7.65% 295,737 $16.1M Add +8.4%
DFIC Dimensional International Co. 5.78% 454,333 $12.2M Add +4.4%
DFEV Dimensional Emrg MRKT Val 5.43% 439,946 $11.4M Add +5.9%
DFEM Dimensional Emrg MRKT Core 5.20% 429,267 $10.9M Add +8.5%
DFAX Dimensional World Ex US Core 4.06% 335,650 $8.5M Add +10.0%
SLYV SS SPDR S&P 600 SC Val ETF 3.31% 83,954 $7.0M Add +0.1%
SCHG Schwab US Large-Cap Growth 3.23% 73,387 $6.8M Reduce -1.6%
SCHA Schwab US Small-Cap ETF 2.57% 109,731 $5.4M Add +1.4%
IJS iShares S&P Small-Cap 600 Va 2.52% 51,501 $5.3M Reduce -0.1%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.95% 21,428 $4.1M Add +28.9%
SCHF Schwab Intl Equity ETF 1.77% 95,468 $3.7M Reduce -1.4%
SCHX Schwab US Large-Cap ETF 1.74% 58,993 $3.7M Reduce -0.7%
DFAS Dimensional US Small Cap ETF 1.56% 52,775 $3.3M Add +0.1%
SCHD Schwab US DVD Equity ETF 1.52% 39,685 $3.2M Reduce -3.6%
VYMI Vanguard Int High DVD YLD Inc. 1.50% 45,742 $3.1M Add +0.9%
SCHB Schwab US Broad Market ETF 1.36% 46,717 $2.9M Reduce -0.2%
IEFA iShares Core MSCI Eafe ETF 1.32% 37,520 $2.8M Add +0.4%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 1.32% 6,996 $2.8M Add +0.2%
DGRO iShares Core Dividend Growth 1.25% 45,203 $2.6M Reduce -0.3%
DFIV Dimensional International Va 1.24% 70,813 $2.6M Add +13.1%
DISV Dimensional International SM 1.23% 95,024 $2.6M Add +21.0%
SCHV Schwab US Large-Cap Value 1.20% 33,115 $2.5M Reduce -2.3%
AAPL Apple Inc. 1.19% 14,538 $2.5M Reduce -3.0%
DFUS Dimensional US Eq MKT ETF 0.98% 36,335 $2.1M Add +0.1%
SCHM Schwab US Mid Cap ETF 0.95% 24,484 $2.0M Add +39.4%
VIG Vanguard Dividend Apprec ETF 0.94% 10,838 $2.0M Reduce -1.9%
SPTM SS SPDR P S&P 1500 Comp ETF 0.81% 26,515 $1.7M No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.79% 59,795 $1.7M Reduce -0.7%
QQQ Invesco QQQ Trust Series 1 0.78% 3,693 $1.6M Add +0.1%
IXUS iShares Core Intl Stock ETF 0.76% 23,651 $1.6M Reduce -0.3%
SPEM State Street SP PTF Em ETF 0.72% 41,832 $1.5M Reduce -0.1%
IWF iShares Russell 1000 Growth 0.71% 4,418 $1.5M Reduce -0.7%
SCHE Schwab Emrg Mrkts Eqty ETF 0.70% 58,430 $1.5M Add +0.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.69% 2,783 $1.5M Add +0.2%
DFSI Dimensional Int Sus COR1 ETF 0.68% 42,284 $1.4M Add +137.4%
IWB iShares Russell 1000 ETF 0.65% 4,744 $1.4M Add +0.1%
MSFT Microsoft Corp. 0.65% 3,240 $1.4M Reduce -4.8%
AXP American Express Co. 0.64% 5,942 $1.4M Reduce -3.6%
MDYV SS SPDR S&P 400 MC Val ETF 0.57% 15,807 $1.2M Add +8.0%
VT Vanguard Tot World STK ETF 0.55% 10,454 $1.2M Add +0.1%
AMZN Amazon.com Inc. 0.55% 6,398 $1.2M Reduce -7.7%
VNQ Vanguard Real Estate ETF 0.53% 12,973 $1.1M No change
DFSU Dimensional US Sus CORE1 ETF 0.53% 32,454 $1.1M Add +31.2%
ESML iShares ESG Aware MSCI USA S 0.53% 27,590 $1.1M Add +0.3%
ESGD iShares Trust iShares ESG Aw 0.51% 13,418 $1.1M Reduce -1.4%
IWD iShares Russell 1000 Value E 0.50% 5,923 $1.1M Add +0.1%
VYM Vanguard High DVD Yield ETF 0.48% 8,363 $1.0M No change
FNDA Schwab Fndmntl US SM Co. ETF 0.47% 17,445 $995K Reduce -10.3%
DFSE Dimensional Em Sus CORE1 ETF 0.44% 28,672 $923K Add +117.0%
IJJ iShares S&P Mid-Cap 400 Valu 0.42% 7,428 $879K Reduce -0.2%
JNJ Johnson & Johnson 0.41% 5,462 $864K Reduce -0.9%
IEMG iShares Core MSCI Emerging 0.40% 16,361 $844K Add +0.7%
GE General Electric 0.40% 4,735 $831K No change
AVUV Avantis US Small Cap Value 0.39% 8,813 $826K Reduce -2.4%
LLY Eli Lilly & Co. 0.39% 1,051 $818K Reduce -6.7%
DFSV Dimensional US Small Cap Val 0.39% 27,092 $815K Add +37.6%
EDIV State Street SPDR S&P Emergi 0.37% 23,395 $784K No change
VXUS Vanguard Total Intl Stock 0.37% 12,870 $776K Reduce -11.0%
DFAE Dimensional Emerging Core Eq 0.35% 29,768 $736K Add +1.2%
COP Conocophillips 0.34% 5,570 $709K Add +0.0%
EEMV iShares MSCI Emg MKT Min Vol 0.33% 12,234 $692K No change
VTI VG Morningstar TS MKT ETF-US 0.33% 2,650 $689K No change
MRK Merck & Co. Inc. 0.30% 4,858 $641K Reduce -7.3%
NVDA Nvidia Corp. 0.30% 707 $638K Reduce -2.1%
IBTE iShares Ibonds Dec 2024 Term 0.29% 25,698 $615K Add +158.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.29% 3,880 $605K Add +1.6%
PEP Pepsico Inc. 0.28% 3,420 $598K Add +0.0%
PSX Phillips 66 0.27% 3,454 $564K No change
FNDF Schwab Fndmn Intl LRG Co. ETF 0.27% 15,713 $560K No change
GOOGL Alphabet Inc. Class A 0.26% 3,670 $554K Reduce -3.5%
ESGE iShares Inc. iShares ESG Awar 0.25% 16,180 $522K Reduce -0.7%
XJR Ishr ESG SS S&P Smal-Cap-Usd 0.23% 12,236 $479K No change
MCD McDonald's Corp. 0.22% 1,670 $471K Reduce -5.6%
XVV iShares ESG Select Screened 0.22% 11,454 $461K No change
FXY Invesco Currencyshares Japan 0.21% 7,114 $436K No change
ABBV Abbvie Inc. 0.20% 2,314 $421K Reduce -0.0%
AVEM Avantis Emerging Markets Eq 0.19% 7,055 $409K Reduce -0.5%
AMP Ameriprise Financial Inc. 0.19% 906 $397K Reduce -1.7%
META Meta Platforms Inc. Class A 0.19% 810 $393K Reduce -5.6%
TLTE NT Emg MKTS Ftilt ETF 0.18% 7,531 $387K Reduce -0.5%
PG The Procter & Gamble Co. 0.18% 2,359 $383K Reduce -8.3%
IVOV Vanguard S&P Mid-Cap 400 Val 0.18% 4,174 $379K No change
ITOT iShares Core S&P Total U.S. 0.18% 3,281 $378K Add +0.1%
CVX Chevron Corp. 0.18% 2,396 $378K Reduce -3.8%
EUHY iShares Euro High Yield Corp. 0.17% 7,524 $366K New
HD Home Depot Inc. 0.17% 908 $348K Reduce -12.7%
GOOG Alphabet Inc. Class C 0.17% 2,281 $347K Reduce -8.8%
VB Vanguard Most SM-Cap ETF-Usd 0.16% 1,502 $343K Add +0.1%
VWO Vanguard Ftse Emerging Marke 0.16% 8,156 $341K Add +0.1%
COST Costco Wholesale Corp. 0.16% 456 $335K No change
AVDV Avantis Intl S/C Value ETF 0.16% 4,987 $328K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 1,661 $317K Reduce -13.3%
IVV iShares Core S&P 500 ETF 0.15% 583 $306K No change
CL Colgate-Palmolive Co. 0.14% 3,350 $302K No change
DD Dupont DE Nemours Inc. 0.14% 3,919 $300K Add +10.7%
EMR Emerson Electric Co. 0.14% 2,648 $300K Add +0.0%
JPM JPMorgan Chase & Co. 0.14% 1,470 $294K Reduce -17.3%
CAT Caterpillar Inc. 0.14% 801 $294K No change
XOM Exxon Mobil Corp. 0.14% 2,509 $292K Reduce -29.6%
IJT iShares S&P Small-Cap 600 GR 0.14% 2,230 $292K Add +2.1%
DFUV Dimensional US Marketwide Va 0.14% 7,006 $287K Add +0.1%
WMT Walmart Inc. 0.14% 4,753 $286K Reduce -10.8%
CSCO Cisco Systems Inc. 0.13% 5,650 $282K Reduce -2.1%
UNH Unitedhealth Group Inc. 0.13% 543 $268K Reduce -15.8%
IVE iShares S&P 500 Value ETF 0.13% 1,408 $263K No change
V Visa Inc. Class A 0.12% 933 $261K Reduce -10.9%
OEF iShares S&P 100 ETF 0.12% 1,012 $250K No change
CVS CVS Health Corp. 0.11% 3,029 $242K Reduce -13.0%
AVGO Broadcom Inc. 0.11% 180 $239K Reduce -6.7%
FRDM Freedom 100 Emeging MRKT ETF 0.11% 7,067 $238K Add +0.0%
IWN iShares Russell 2000 Value E 0.11% 1,500 $238K No change
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 952 $238K Add +0.2%
EMXF iShares ESG Adv MSCI Em ETF 0.11% 6,662 $237K No change
EFV iShares MSCI Eafe Value ETF 0.11% 4,164 $227K No change
ORCL Oracle Corp. 0.11% 1,782 $224K New
IWM iShares Russell 2000 ETF 0.11% 1,059 $223K No change
CTVA Corteva Inc. 0.10% 3,824 $221K New
IVW iShares S&P 500 Growth ETF 0.10% 2,591 $219K New
FNDC Schwab Fndmnt Intl SM Eq ETF 0.10% 5,985 $212K No change
TXN Texas Instruments Inc. 0.10% 1,210 $211K Add +0.6%
T AT&T Inc. 0.09% 10,414 $183K No change

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -3.0% 1.19% −0.32
IJS iShares S&P Small-Cap 600 Va Reduce -0.1% 2.52% −0.26
TSLA Tesla Inc. Sold out 0.00% −0.15
DFAI Dimensional International Co. Sold out 0.00% −0.13
INTC Intel Corp. Sold out 0.00% −0.12
BA The Boeing Co. Sold out 0.00% −0.12
DOW Dow Inc. Sold out 0.00% −0.12
SCHD Schwab US DVD Equity ETF Reduce -3.6% 1.52% −0.11
NFLX Netflix Inc. Sold out 0.00% −0.11
ZTS Zoetis Inc. Sold out 0.00% −0.11
ADBE Adobe Inc. Sold out 0.00% −0.10
SCHF Schwab Intl Equity ETF Reduce -1.4% 1.77% −0.10
FNDA Schwab Fndmntl US SM Co. ETF Reduce -10.3% 0.47% −0.09
VXUS Vanguard Total Intl Stock Reduce -11.0% 0.37% −0.07
FNDE Schwab Fndmntl Em MRK Eq ETF Reduce -0.7% 0.79% −0.06
SPEM State Street SP PTF Em ETF Reduce -0.1% 0.72% −0.05
MCD McDonald's Corp. Reduce -5.6% 0.22% −0.05
UNH Unitedhealth Group Inc. Reduce -15.8% 0.13% −0.05
XOM Exxon Mobil Corp. Reduce -29.6% 0.14% −0.05
SCHV Schwab US Large-Cap Value Reduce -2.3% 1.20% −0.04
VIG Vanguard Dividend Apprec ETF Reduce -1.9% 0.94% −0.04
IXUS iShares Core Intl Stock ETF Reduce -0.3% 0.76% −0.04
JNJ Johnson & Johnson Reduce -0.9% 0.41% −0.04
AVUV Avantis US Small Cap Value Reduce -2.4% 0.39% −0.03
CVS CVS Health Corp. Reduce -13.0% 0.11% −0.03
ESGD iShares Trust iShares ESG Aw Reduce -1.4% 0.51% −0.03
IJJ iShares S&P Mid-Cap 400 Valu Reduce -0.2% 0.42% −0.03
DGRO iShares Core Dividend Growth Reduce -0.3% 1.25% −0.03
ESGE iShares Inc. iShares ESG Awar Reduce -0.7% 0.25% −0.02
HD Home Depot Inc. Reduce -12.7% 0.17% −0.02
MSFT Microsoft Corp. Reduce -4.8% 0.65% −0.02
GOOG Alphabet Inc. Class C Reduce -8.8% 0.17% −0.02
V Visa Inc. Class A Reduce -10.9% 0.12% −0.02
CSCO Cisco Systems Inc. Reduce -2.1% 0.13% −0.02
JPM JPMorgan Chase & Co. Reduce -17.3% 0.14% −0.02
TLTE NT Emg MKTS Ftilt ETF Reduce -0.5% 0.18% −0.02
PG The Procter & Gamble Co. Reduce -8.3% 0.18% −0.01
AVEM Avantis Emerging Markets Eq Reduce -0.5% 0.19% −0.01
CVX Chevron Corp. Reduce -3.8% 0.18% −0.01
GOOGL Alphabet Inc. Class A Reduce -3.5% 0.26% −0.01
IBM Intl Business Machines Corp. Reduce -13.3% 0.15% −0.01
WMT Walmart Inc. Reduce -10.8% 0.14% −0.01
SCHX Schwab US Large-Cap ETF Reduce -0.7% 1.74% −0.01
SCHB Schwab US Broad Market ETF Reduce -0.2% 1.36% −0.00
AMZN Amazon.com Inc. Reduce -7.7% 0.55% −0.00
AVGO Broadcom Inc. Reduce -6.7% 0.11% +0.00
IWF iShares Russell 1000 Growth Reduce -0.7% 0.71% +0.00
AMP Ameriprise Financial Inc. Reduce -1.7% 0.19% +0.01
MRK Merck & Co. Inc. Reduce -7.3% 0.30% +0.01
SCHG Schwab US Large-Cap Growth Reduce -1.6% 3.23% +0.01

Portfolio Buys Q4 2023 → Q1 2024
DFAC Dimensional US Core Equity 2 Add +8.9% 8.22% +0.64
VBR Vngrd Mrngst SL-CP Val ETF-U Add +28.9% 1.95% +0.39
DFSI Dimensional Int Sus COR1 ETF Add +137.4% 0.68% +0.38
SCHM Schwab US Mid Cap ETF Add +39.4% 0.95% +0.26
DFSE Dimensional Em Sus CORE1 ETF Add +117.0% 0.44% +0.22
DFAT Dimensional US Target Value Add +8.4% 7.65% +0.20
EUHY iShares Euro High Yield Corp. New 0.17% +0.17
DISV Dimensional International SM Add +21.0% 1.23% +0.17
DFAX Dimensional World Ex US Core Add +10.0% 4.06% +0.17
IBTE iShares Ibonds Dec 2024 Term Add +158.3% 0.29% +0.17
DFSU Dimensional US Sus CORE1 ETF Add +31.2% 0.53% +0.13
DFIV Dimensional International Va Add +13.1% 1.24% +0.11
ORCL Oracle Corp. New 0.11% +0.11
CTVA Corteva Inc. New 0.10% +0.10
IVW iShares S&P 500 Growth ETF New 0.10% +0.10
DFSV Dimensional US Small Cap Val Add +37.6% 0.39% +0.09
DFEM Dimensional Emrg MRKT Core Add +8.5% 5.20% +0.05
MDYV SS SPDR S&P 400 MC Val ETF Add +8.0% 0.57% +0.01
EMR Emerson Electric Co. Add +0.0% 0.14% +0.01
SPY SS SPDR S&P 500 ETF Trust-US Add +0.2% 0.69% +0.00
DFUS Dimensional US Eq MKT ETF Add +0.1% 0.98% +0.00
IWB iShares Russell 1000 ETF Add +0.1% 0.65% +0.00
DD Dupont DE Nemours Inc. Add +10.7% 0.14% +0.00
DFUV Dimensional US Marketwide Va Add +0.1% 0.14% +0.00
ITOT iShares Core S&P Total U.S. Add +0.1% 0.18% −0.00
COP Conocophillips Add +0.0% 0.34% −0.00
VOE Vngrd Mrngstr MD-Cap Val ETF Add +1.6% 0.29% −0.00
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +0.2% 0.11% −0.00
VB Vanguard Most SM-Cap ETF-Usd Add +0.1% 0.16% −0.00
IJT iShares S&P Small-Cap 600 GR Add +2.1% 0.14% −0.00
IWD iShares Russell 1000 Value E Add +0.1% 0.50% −0.01
TXN Texas Instruments Inc. Add +0.6% 0.10% −0.01
FRDM Freedom 100 Emeging MRKT ETF Add +0.0% 0.11% −0.01
QQQ Invesco QQQ Trust Series 1 Add +0.1% 0.78% −0.01
VT Vanguard Tot World STK ETF Add +0.1% 0.55% −0.01
VWO Vanguard Ftse Emerging Marke Add +0.1% 0.16% −0.01
ESML iShares ESG Aware MSCI USA S Add +0.3% 0.53% −0.02
PEP Pepsico Inc. Add +0.0% 0.28% −0.02
DFAE Dimensional Emerging Core Eq Add +1.2% 0.35% −0.02
DFIC Dimensional International Co. Add +4.4% 5.78% −0.02
IEMG iShares Core MSCI Emerging Add +0.7% 0.40% −0.03
DFEV Dimensional Emrg MRKT Val Add +5.9% 5.43% −0.03
IEFA iShares Core MSCI Eafe ETF Add +0.4% 1.32% −0.05
DIA SS SPDR Dow Jones Indus Avg Add +0.2% 1.32% −0.05
SCHE Schwab Emrg Mrkts Eqty ETF Add +0.0% 0.70% −0.05
DFAS Dimensional US Small Cap ETF Add +0.1% 1.56% −0.08
VYMI Vanguard Int High DVD YLD Inc. Add +0.9% 1.50% −0.08
SCHA Schwab US Small-Cap ETF Add +1.4% 2.57% −0.10
SLYV SS SPDR S&P 600 SC Val ETF Add +0.1% 3.31% −0.33

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2026 153$317.1MDFAC, DFAT, DFIC, DFEM, DFEV
Q2 2026 155$317.6MDFAC, DFAT, DFIC, DFEM, DFEV
Q1 2026 168$295.4MDFAC, DFAT, DFIC, DFEM, DFEV
Q4 2025 169$287.7MDFAC, DFAT, DFIC, DFEM, DFEV
Q3 2025 165$310.7MDFAC, DFIC, DFAT, DFEM, DFEV
Q2 2025 137$266.4MDFAC, DFIC, DFAT, DFEV, DFEM
Q1 2025 136$235.6MDFAC, DFAT, DFIC, DFEM, DFEV
Q4 2024 129$233.9MDFAC, DFAT, DFIC, DFEM, DFEV
Q3 2024 130$240.3MDFAC, DFAT, DFIC, DFEM, DFEV
Q2 2024 127$218.9MDFAC, DFAT, DFIC, DFEV, DFEM
Q1 2024 122$210.4MDFAC, DFAT, DFIC, DFEV, DFEM