Everhart Financial Group
DFAS icon

Everhart Financial Group’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Everhart Financial Group’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-2,702
Closed -$222K – 501
2026
Q2 		$222K Buy
+2,702
New +$209K 0.01% 436

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Everhart Financial Group's DFAS Position: Q3 2026 in Review

Everhart Financial Group sold out of U.S. Small Cap Portfolio ETF Class Shares (DFAS) in Q3 2026, closing a stake of 2,702 shares — an estimated $222K sold.

Everhart Financial Group first reported a position in DFAS in Q2 2026 and held it in 1 quarter. The position peaked at $222K in Q2 2026. 278 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

  • Everhart Financial Group reported no remaining U.S. Small Cap Portfolio ETF Class Shares position as of Q3 2026 after selling out during the quarter.
  • Everhart Financial Group sold 2,702 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $222K.
  • Everhart Financial Group first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q2 2026 and held it in 1 quarter.
  • Everhart Financial Group's U.S. Small Cap Portfolio ETF Class Shares position peaked at $222K in Q2 2026.
  • 278 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.