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

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

AAS

Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return

PHWA

Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

KFAA

Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return

WFA

West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

LNB

Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return

RVW Wealth Los Angeles, California $1.52B AUM 23.06% 1-Year Est. Return

FFG

Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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. 149 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.
149 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.