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Edge Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

Edge Financial Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		$436K Buy
6,253
+18
+0.3% +$1.24K 0.18% 89
2025
Q3 		$427K Buy
6,235
+632
+11% +$42.2K 0.19% 93
2025
Q2 		$359K Buy
+5,603
New +$336K 0.19% 86
2025
Q1 		– Sell
-16,657
Closed -$1.08M – 104
2024
Q4 		$1.08M Buy
16,657
+1,112
+7% +$74.4K 0.97% 37
2024
Q3 		$1.01M Buy
15,545
+1,776
+13% +$111K 0.89% 38
2024
Q2 		$827K Buy
13,769
+6,279
+84% +$378K 0.86% 37
2024
Q1 		$472K Buy
+7,490
New +$443K 0.42% 67

Other funds holding DFAS

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MT
Midwest Trust Overland Park, Kansas $8.83B AUM 27.45% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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

Edge Financial Advisors increased its Dimensional US Small Cap ETF (DFAS) stake by 0.29% in Q4 2025, buying an estimated $1.24K and bringing the position to 6,253 shares worth $436K. The position accounts for 0.18% of the portfolio, ranked #89.

Edge Financial Advisors first reported a position in DFAS in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2024. 870 funds tracked by Wall St. Rank hold DFAS as of Q4 2025.

  • Edge Financial Advisors held 6,253 shares of Dimensional US Small Cap ETF worth $436K as of Q4 2025.
  • Edge Financial Advisors bought 18 Dimensional US Small Cap ETF shares in Q4 2025, an estimated $1.24K.
  • Dimensional US Small Cap ETF made up 0.18% of Edge Financial Advisors's portfolio in Q4 2025, its #89 holding.
  • Edge Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q1 2024 and has held it in 7 quarters since.
  • Edge Financial Advisors's Dimensional US Small Cap ETF position peaked at $1.08M in Q4 2024.
  • 870 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q4 2025.

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