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Edge Capital Group’s U.S. Core Equity 2 Portfolio ETF Class Shares DFAC Stock Holding History

Edge Capital Group’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$972K Hold
28,110
– – 0.04% 166
2024
Q3 		$964K Hold
28,110
– – 0.04% 169
2024
Q2 		$906K Hold
28,110
– – 0.04% 174
2024
Q1 		$898K Buy
+28,110
New +$849K 0.04% 177
2022
Q4 		– Sell
-15,153
Closed -$337K – 389
2022
Q3 		$337K Buy
+15,153
New +$372K 0.03% 220

Other funds holding DFAC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Edge Capital Group's DFAC Position: Q4 2024 in Review

Edge Capital Group held its U.S. Core Equity 2 Portfolio ETF Class Shares (DFAC) position steady in Q4 2024 at 28,110 shares worth $972K. The position accounts for 0.04% of the portfolio, ranked #166.

Edge Capital Group first reported a position in DFAC in Q3 2022 and has held it in 5 quarters since. 1,000 funds tracked by Wall St. Rank hold DFAC as of Q4 2024.

  • Edge Capital Group held 28,110 shares of U.S. Core Equity 2 Portfolio ETF Class Shares worth $972K as of Q4 2024.
  • Edge Capital Group left its U.S. Core Equity 2 Portfolio ETF Class Shares share count unchanged in Q4 2024.
  • U.S. Core Equity 2 Portfolio ETF Class Shares made up 0.04% of Edge Capital Group's portfolio in Q4 2024, its #166 holding.
  • Edge Capital Group first reported a position in U.S. Core Equity 2 Portfolio ETF Class Shares in Q3 2022 and has held it in 5 quarters since.
  • 1,000 funds tracked by Wall St. Rank held U.S. Core Equity 2 Portfolio ETF Class Shares as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.