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Edge Capital Group’s Dimensional World ex US Core Equity 2 ETF DFAX Stock Holding History

Edge Capital Group’s Portfolio DFAX Stock Details DFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$379K Hold
15,247
– – 0.02% 240
2024
Q3 		$412K Hold
15,247
– – 0.02% 230
2024
Q2 		$388K Hold
15,247
– – 0.02% 231
2024
Q1 		$388K Buy
+15,247
New +$373K 0.02% 234

Other funds holding DFAX

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GWA
Geometric Wealth Advisors Washington, District of Columbia $799M AUM 22.19% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWA
Monograph Wealth Advisors Manhattan Beach, California $1.05B AUM 23.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

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

Edge Capital Group held its Dimensional World ex US Core Equity 2 ETF (DFAX) position steady in Q4 2024 at 15,247 shares worth $379K. The position accounts for 0.02% of the portfolio, ranked #240.

Edge Capital Group first reported a position in DFAX in Q1 2024 and has held it in 4 quarters since. The position peaked at $412K in Q3 2024. 536 funds tracked by Wall St. Rank hold DFAX as of Q4 2024.

  • Edge Capital Group held 15,247 shares of Dimensional World ex US Core Equity 2 ETF worth $379K as of Q4 2024.
  • Edge Capital Group left its Dimensional World ex US Core Equity 2 ETF share count unchanged in Q4 2024.
  • Dimensional World ex US Core Equity 2 ETF made up 0.02% of Edge Capital Group's portfolio in Q4 2024, its #240 holding.
  • Edge Capital Group first reported a position in Dimensional World ex US Core Equity 2 ETF in Q1 2024 and has held it in 4 quarters since.
  • Edge Capital Group's Dimensional World ex US Core Equity 2 ETF position peaked at $412K in Q3 2024.
  • 536 funds tracked by Wall St. Rank held Dimensional World ex US Core Equity 2 ETF as of Q4 2024.

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