Everhart Financial Group’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

Everhart Financial Group’s Portfolio DFAE Stock Details DFAE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$26.4M	Buy	656,464 +65,576	+11%	+$2.54M	1.69%	12
2026 Q1	$20M	Buy	590,888 +102,313	+21%	+$3.58M	1.7%	9
2025 Q4	$15.9M	Buy	488,575 +126,349	+35%	+$4.07M	1.47%	9
2025 Q3	$11.4M	Buy	362,226 +126,027	+53%	+$3.8M	1.14%	14
2025 Q2	$6.84M	Buy	236,199 +148,397	+169%	+$3.98M	0.79%	17
2025 Q1	$2.27M	Buy	+87,802	New	+$2.28M	0.31%	44

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Everhart Financial Group's DFAE Position: Q2 2026 in Review

Everhart Financial Group increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 11% in Q2 2026, buying an estimated $2.54M and bringing the position to 656,464 shares worth $26.4M. The position accounts for 1.69% of the portfolio, ranked #12.

Everhart Financial Group first reported a position in DFAE in Q1 2025 and has held it in 6 quarters since. 715 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

Everhart Financial Group held 656,464 shares of Dimensional Emerging Core Equity Market ETF worth $26.4M as of Q2 2026.
Everhart Financial Group bought 65,576 Dimensional Emerging Core Equity Market ETF shares in Q2 2026, an estimated $2.54M.
Dimensional Emerging Core Equity Market ETF made up 1.69% of Everhart Financial Group's portfolio in Q2 2026, its #12 holding.
Everhart Financial Group first reported a position in Dimensional Emerging Core Equity Market ETF in Q1 2025 and has held it in 6 quarters since.
715 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.