Everhart Financial Group
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Everhart Financial Group’s U.S. Targeted Value Portfolio ETF Class Shares DFAT Stock Holding History

Everhart Financial Group’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,636
Closed -$227K – 490
2026
Q1 		$227K Buy
+3,636
New +$231K 0.02% 422

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

Everhart Financial Group sold out of U.S. Targeted Value Portfolio ETF Class Shares (DFAT) in Q2 2026, closing a stake of 3,636 shares — an estimated $227K sold.

Everhart Financial Group first reported a position in DFAT in Q1 2026 and held it in 1 quarter. The position peaked at $227K in Q1 2026. 866 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • Everhart Financial Group reported no remaining U.S. Targeted Value Portfolio ETF Class Shares position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 3,636 U.S. Targeted Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $227K.
  • Everhart Financial Group first reported a position in U.S. Targeted Value Portfolio ETF Class Shares in Q1 2026 and held it in 1 quarter.
  • Everhart Financial Group's U.S. Targeted Value Portfolio ETF Class Shares position peaked at $227K in Q1 2026.
  • 866 funds tracked by Wall St. Rank held U.S. Targeted Value Portfolio ETF Class Shares as of Q2 2026.

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