ECG
DFUS

Edge Capital Group’s Dimensional US Equity ETF DFUS Stock Holding History

Edge Capital Group’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$244K Hold
3,834
– – 0.01% 288
2024
Q3 		$238K Hold
3,834
– – 0.01% 289
2024
Q2 		$226K Hold
3,834
– – 0.01% 296
2024
Q1 		$218K Buy
+3,834
New +$208K 0.01% 303

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ZF
Zhang Financial Portage, Michigan $2.89B AUM 18.44% 1-Year Est. Return

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

Edge Capital Group held its Dimensional US Equity ETF (DFUS) position steady in Q4 2024 at 3,834 shares worth $244K. The position accounts for 0.01% of the portfolio, ranked #288.

Edge Capital Group first reported a position in DFUS in Q1 2024 and has held it in 4 quarters since. 696 funds tracked by Wall St. Rank hold DFUS as of Q4 2024.

  • Edge Capital Group held 3,834 shares of Dimensional US Equity ETF worth $244K as of Q4 2024.
  • Edge Capital Group left its Dimensional US Equity ETF share count unchanged in Q4 2024.
  • Dimensional US Equity ETF made up 0.01% of Edge Capital Group's portfolio in Q4 2024, its #288 holding.
  • Edge Capital Group first reported a position in Dimensional US Equity ETF in Q1 2024 and has held it in 4 quarters since.
  • 696 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2024.

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