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 625,322 shares of DFAI stock, worth $23.2 Million. This represents 2.32% of its overall portfolio holdings.
Number of Shares
625,322
Previous 400,996
55.94%
Holding current value
$23.2 Million
Previous $13.9 Million
63.97%
% of portfolio
2.32%
Previous 1.63%
Shares
3 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio