Everhart Financial Group »

Dimensional Etf Trust shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 $898k 12k 72.44
2025-06-30 $726k 11k 67.02
2025-03-31 $655k 11k 60.48

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
Colony
Maseco
Index Fund Advisors
Plan
Root Financial Partners
Sax Wealth Advisors
LPL Financial
Creative Planning
TCI Wealth Advisors
Great Waters Wealth Management
Mercer Global Advisors
Zhang Financial
Mariner Wealth Advisors
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust