Everhart Financial Group, Inc. Dimensional ETF Tr Transaction History

Everhart Financial Group, Inc.

  • $1.05 Billion
  • Q4 2025

A detailed history of Everhart Financial Group, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 488,575 shares of DFAE stock, worth $15.9 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
488,575
Previous 362,226 34.88%
Holding current value
$15.9 Million
Previous $11.4 Million 39.04%
% of portfolio
1.51%
Previous 1.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
BUY
$30.74 - $33.05 $3.88 Million - $4.18 Million
126,349 Added 34.88%
488,575 $15.9 Million
Q3 2025

Nov 04, 2025
BUY
$28.84 - $31.84 $3.63 Million - $4.01 Million
126,027 Added 53.36%
362,226 $11.4 Million
Q2 2025

Aug 07, 2025
BUY
$22.87 - $28.95 $3.39 Million - $4.3 Million
148,397 Added 169.01%
236,199 $6.84 Million
Q1 2025

Apr 16, 2025
BUY
$24.64 - $26.86 $2.16 Million - $2.36 Million
87,802 New
87,802 $2.27 Million

Others Institutions Holding DFAE

# of Institutions
631
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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