EFG
DFUS

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
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

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Everhart Financial Group increased its Dimensional US Equity ETF (DFUS) stake by 3.4% in Q2 2026, buying an estimated $32K and bringing the position to 12,424 shares worth $1.02M. The position accounts for 0.07% of the portfolio, ranked #167.

Everhart Financial Group first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Everhart Financial Group held 12,424 shares of Dimensional US Equity ETF worth $1.02M as of Q2 2026.
  • Everhart Financial Group bought 405 Dimensional US Equity ETF shares in Q2 2026, an estimated $32K.
  • Dimensional US Equity ETF made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #167 holding.
  • Everhart Financial Group first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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