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Everhart Financial Group’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Everhart Financial Group’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$263K Sell
6,661
-7,226
-52% -$277K 0.02% 406
2026
Q1 		$496K Buy
+13,887
New +$500K 0.04% 280

Other funds holding DFLV

LMFP
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FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return
TWM
Tumwater Wealth Management Boise, Idaho $277M AUM 24.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $311M AUM 19.15% 1-Year Est. Return

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

Everhart Financial Group reduced its Dimensional US Large Cap Value ETF (DFLV) stake by 52% in Q2 2026, selling an estimated $277K and leaving 6,661 shares worth $263K. The position accounts for 0.02% of the portfolio, ranked #406.

Everhart Financial Group first reported a position in DFLV in Q1 2026 and has held it in 2 quarters since. The position peaked at $496K in Q1 2026. 96 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Everhart Financial Group held 6,661 shares of Dimensional US Large Cap Value ETF worth $263K as of Q2 2026.
  • Everhart Financial Group sold 7,226 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $277K.
  • Dimensional US Large Cap Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #406 holding.
  • Everhart Financial Group first reported a position in Dimensional US Large Cap Value ETF in Q1 2026 and has held it in 2 quarters since.
  • Everhart Financial Group's Dimensional US Large Cap Value ETF position peaked at $496K in Q1 2026.
  • 96 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

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