Everhart Financial Group, Inc. Dimensional ETF Tr Transaction History
Everhart Financial Group, Inc.
- $719 Million
- Q1 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 154,660 shares of DFAI stock, worth $4.97 Million. This represents 0.67% of its overall portfolio holdings.
Number of Shares
154,660Holding current value
$4.97 Million% of portfolio
0.67%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
620Shares Held
232MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.04 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$193 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$179 Million17.39% of portfolio