Everhart Financial Group
DFUS icon

Everhart Financial Group’s Dimensional US Equity ETF DFUS Stock Holding History

Everhart Financial Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.19M Buy
14,334
+1,910
+15% +$158K 0.07% 150
2026
Q2 		$1.02M Buy
12,424
+405
+3% +$32K 0.07% 167
2026
Q1 		$852K Sell
12,019
-309
-3% -$22.9K 0.07% 204
2025
Q4 		$914K Sell
12,328
-61
-0.5% -$4.48K 0.08% 168
2025
Q3 		$897K Buy
12,389
+1,559
+14% +$109K 0.09% 159
2025
Q2 		$726K Hold
10,830
– – 0.08% 175
2025
Q1 		$655K Buy
+10,830
New +$692K 0.09% 158

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Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
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Index Fund Advisors
Index Fund Advisors Irvine, California $2.37B AUM 16.24% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.72% 1-Year Est. Return
Plancorp LLC
Plancorp LLC Saint Louis, Missouri $4.4B AUM 16.7% 1-Year Est. Return
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.49B AUM 17.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

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

Everhart Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 15% in Q3 2026, buying an estimated $158K and bringing the position to 14,334 shares worth $1.19M. The position accounts for 0.07% of the portfolio, ranked #150.

Everhart Financial Group first reported a position in DFUS in Q1 2025 and has held it in 7 quarters since. 712 funds tracked by Wall St. Rank hold DFUS as of Q3 2026.

  • Everhart Financial Group held 14,334 shares of Dimensional US Equity ETF worth $1.19M as of Q3 2026.
  • Everhart Financial Group bought 1,910 Dimensional US Equity ETF shares in Q3 2026, an estimated $158K.
  • Dimensional US Equity ETF made up 0.07% of Everhart Financial Group's portfolio in Q3 2026, its #150 holding.
  • Everhart Financial Group first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 7 quarters since.
  • 712 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2026.

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