Edge Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Edge Financial Advisors’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
2025 Q4	$480K	Sell	12,129 -1,121	-8%	-$43.8K	0.2%	86
2025 Q3	$511K	Sell	13,250 -128	-1%	-$4.78K	0.23%	83
2025 Q2	$480K	Sell	13,378 -29,422	-69%	-$981K	0.25%	68
2025 Q1	$1.41M	Sell	42,800 -77,321	-64%	-$2.68M	0.89%	24
2024 Q4	$4.15M	Buy	120,121 +46,895	+64%	+$1.65M	3.71%	3
2024 Q3	$2.51M	Buy	73,226 +8,499	+13%	+$281K	2.23%	7
2024 Q2	$2.09M	Buy	64,727 +28,450	+78%	+$897K	2.16%	8
2024 Q1	$1.18M	Buy	+36,277	New	+$1.1M	1.04%	23

Other funds holding DFAC

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

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 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

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Edge Financial Advisors's DFAC Position: Q4 2025 in Review

Edge Financial Advisors reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 8.5% in Q4 2025, selling an estimated $43.8K and leaving 12,129 shares worth $480K. The position accounts for 0.2% of the portfolio, ranked #86.

Edge Financial Advisors first reported a position in DFAC in Q1 2024 and has held it in 8 quarters since. The position peaked at $4.15M in Q4 2024. 1,157 funds tracked by Wall St. Rank hold DFAC as of Q4 2025.

Edge Financial Advisors held 12,129 shares of Dimensional US Core Equity 2 ETF worth $480K as of Q4 2025.
Edge Financial Advisors sold 1,121 Dimensional US Core Equity 2 ETF shares in Q4 2025, an estimated $43.8K.
Dimensional US Core Equity 2 ETF made up 0.2% of Edge Financial Advisors's portfolio in Q4 2025, its #86 holding.
Edge Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2024 and has held it in 8 quarters since.
Edge Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $4.15M in Q4 2024.
1,157 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.