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Everhart Financial Group’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Everhart Financial Group’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Buy
12,571
+320
+3% +$12K 0.03% 289
2026
Q1 		$435K Buy
+12,251
New +$445K 0.04% 298

Other funds holding DFIC

EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
SIC
SJS Investment Consulting Sylvania, Ohio $919M AUM 23.4% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
KA
Kooman & Associates Altoona, Pennsylvania $372M AUM 22.32% 1-Year Est. Return

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

Everhart Financial Group increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 2.6% in Q2 2026, buying an estimated $12K and bringing the position to 12,571 shares worth $468K. The position accounts for 0.03% of the portfolio, ranked #289.

Everhart Financial Group first reported a position in DFIC in Q1 2026 and has held it in 2 quarters since. 178 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Everhart Financial Group held 12,571 shares of Dimensional International Core Equity 2 ETF worth $468K as of Q2 2026.
  • Everhart Financial Group bought 320 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $12K.
  • Dimensional International Core Equity 2 ETF made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #289 holding.
  • Everhart Financial Group first reported a position in Dimensional International Core Equity 2 ETF in Q1 2026 and has held it in 2 quarters since.
  • 178 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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