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 848,859 shares of DFAI stock, worth $31.5 Million. This represents 3.0% of its overall portfolio holdings.

Number of Shares
848,859
Previous 625,322 35.75%
Holding current value
$31.5 Million
Previous $22.7 Million 38.51%
% of portfolio
3.0%
Previous 2.32%

Shares

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

Jan 07, 2026
BUY
$35.82 - $37.52 $8.01 Million - $8.39 Million
223,537 Added 35.75%
848,859 $31.5 Million
Q3 2025

Nov 04, 2025
BUY
$34.05 - $36.55 $7.64 Million - $8.2 Million
224,326 Added 55.94%
625,322 $22.7 Million
Q2 2025

Aug 07, 2025
BUY
$28.02 - $34.71 $6.9 Million - $8.55 Million
246,336 Added 159.28%
400,996 $13.9 Million
Q1 2025

Apr 16, 2025
BUY
$28.88 - $32.4 $4.47 Million - $5.01 Million
154,660 New
154,660 $4.83 Million

Others Institutions Holding DFAI

# of Institutions
716
Shares Held
284M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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