Everhart Financial Group’s Dimensional US Small Cap ETF 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 Q2	$222K	Buy	+2,702	New	+$209K	0.01%	436

Other funds holding DFAS

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

PFA

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Everhart Financial Group opened a new position in Dimensional US Small Cap ETF (DFAS) in Q2 2026: 2,702 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #436 among its holdings.

912 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

Everhart Financial Group held 2,702 shares of Dimensional US Small Cap ETF worth $222K as of Q2 2026.
Dimensional US Small Cap ETF was a new Everhart Financial Group position in Q2 2026.
Dimensional US Small Cap ETF made up 0.01% of Everhart Financial Group's portfolio in Q2 2026, its #436 holding.
912 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

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