Everhart Financial Group’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Everhart Financial Group’s Portfolio DFUV Stock Details DFUV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$303K	Hold	5,515	–	–	0.02%	361
2026 Q1	$267K	Hold	5,515	–	–	0.02%	379
2025 Q4	$257K	Hold	5,515	–	–	0.02%	360
2025 Q3	$246K	Hold	5,515	–	–	0.02%	343
2025 Q2	$233K	Sell	5,515 -76	-1%	-$3.05K	0.03%	317
2025 Q1	$230K	Buy	+5,591	New	+$235K	0.03%	304

Other funds holding DFUV

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCOTS

Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return

KAM

KEB Asset Management Springfield, Illinois $618M AUM 29.12% 1-Year Est. Return

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

Everhart Financial Group held its Dimensional US Marketwide Value ETF (DFUV) position steady in Q2 2026 at 5,515 shares worth $303K. The position accounts for 0.02% of the portfolio, ranked #361.

Everhart Financial Group first reported a position in DFUV in Q1 2025 and has held it in 6 quarters since. 147 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

Everhart Financial Group held 5,515 shares of Dimensional US Marketwide Value ETF worth $303K as of Q2 2026.
Everhart Financial Group left its Dimensional US Marketwide Value ETF share count unchanged in Q2 2026.
Dimensional US Marketwide Value ETF made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #361 holding.
Everhart Financial Group first reported a position in Dimensional US Marketwide Value ETF in Q1 2025 and has held it in 6 quarters since.
147 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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