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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

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EF
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GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 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.

206 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.
  • 206 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.