Everhart Financial Group »

Dimensional Etf Trust shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $23M 625k 36.35
2025-06-30 $14M 401k 34.57
2025-03-31 $4.8M 155k 31.23

More positions owned by Everhart Financial Group

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Amazon (AMZN)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Broadcom (AVGO)

View all positions for Everhart Financial Group

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust