Everhart Financial Group
DFIV icon

Everhart Financial Group’s Dimensional International Value ETF DFIV Stock Holding History

Everhart Financial Group’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$354K Buy
6,339
+753
+13% +$43K 0.02% 348
2026
Q2 		$302K Buy
5,586
+963
+21% +$52.9K 0.02% 364
2026
Q1 		$244K Buy
4,623
+571
+14% +$30.3K 0.02% 406
2025
Q4 		$202K Buy
+4,052
New +$193K 0.02% 409

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Everhart Financial Group's DFIV Position: Q3 2026 in Review

Everhart Financial Group increased its Dimensional International Value ETF (DFIV) stake by 13% in Q3 2026, buying an estimated $43K and bringing the position to 6,339 shares worth $354K. The position accounts for 0.02% of the portfolio, ranked #348.

Everhart Financial Group first reported a position in DFIV in Q4 2025 and has held it in 4 quarters since. 756 funds tracked by Wall St. Rank hold DFIV as of Q3 2026.

  • Everhart Financial Group held 6,339 shares of Dimensional International Value ETF worth $354K as of Q3 2026.
  • Everhart Financial Group bought 753 Dimensional International Value ETF shares in Q3 2026, an estimated $43K.
  • Dimensional International Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q3 2026, its #348 holding.
  • Everhart Financial Group first reported a position in Dimensional International Value ETF in Q4 2025 and has held it in 4 quarters since.
  • 756 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.