Everhart Financial Group, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Everhart Financial Group, Inc.
- $981 Million
- Q3 2025
A detailed history of Everhart Financial Group, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 5,515 shares of DFUV stock, worth $248,395. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,515
Previous 5,515
-0.0%
Holding current value
$248,395
Previous $233,000
5.58%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding DFUV
# of Institutions
767Shares Held
246MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.72 Billion2.9% of portfolio
-
Savant Capital, LLC16.4MShares$737 Million4.1% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$650 Million6.31% of portfolio
-
Balasa Dinverno & Foltz LLC Itasca, IL7.64MShares$344 Million14.27% of portfolio
-
Ci Private Wealth, LLC Miami, FL6.59MShares$297 Million0.47% of portfolio