Everhart Financial Group, Inc. Dimensional ETF Tr Transaction History
Everhart Financial Group, Inc.
- $981 Million
- Q3 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 362,226 shares of DFAE stock, worth $11.8 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
362,226
Previous 236,199
53.36%
Holding current value
$11.8 Million
Previous $6.84 Million
67.03%
% of portfolio
1.16%
Previous 0.8%
Shares
3 transactions
Others Institutions Holding DFAE
# of Institutions
635Shares Held
186MCall Options Held
0Put Options Held
0-
Retirement Systems Of Alabama12.7MShares$412 Million1.35% of portfolio
-
Mather Group, Llc. Chicago, IL12.2MShares$395 Million3.91% of portfolio
-
Ubs Group Ag6.45MShares$210 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC5.76MShares$187 Million0.01% of portfolio
-
Coldstream Capital Management Inc4.49MShares$146 Million1.97% of portfolio