EFG
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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$233K Sell
5,515
-76
-1% -$3.21K 0.03% 317
2025
Q1 		$230K Buy
+5,591
New +$230K 0.03% 304