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 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

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SC
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Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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. 800 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.
  • 800 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.