Everhart Financial Group’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

Everhart Financial Group’s Portfolio DFCF Stock Details DFCF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$413K	Buy	+9,776	New	+$413K	0.03%	303

Other funds holding DFCF

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Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

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

Everhart Financial Group opened a new position in Dimensional Core Fixed Income ETF (DFCF) in Q2 2026: 9,776 shares worth $413K. The stake represents 0.03% of the portfolio and ranks #303 among its holdings.

161 funds tracked by Wall St. Rank hold DFCF as of Q2 2026.

Everhart Financial Group held 9,776 shares of Dimensional Core Fixed Income ETF worth $413K as of Q2 2026.
Dimensional Core Fixed Income ETF was a new Everhart Financial Group position in Q2 2026.
Dimensional Core Fixed Income ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #303 holding.
161 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q2 2026.

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