EFA
DFUS

Edge Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

Edge Financial Advisors’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
2025
Q4 		$28.2M Buy
380,180
+265,426
+231% +$19.5M 11.87% 1
2025
Q3 		$8.31M Buy
114,754
+3,012
+3% +$210K 3.72% 7
2025
Q2 		$7.49M Buy
+111,742
New +$6.92M 3.94% 6

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Edge Financial Advisors increased its Dimensional US Equity ETF (DFUS) stake by 231% in Q4 2025, buying an estimated $19.5M and bringing the position to 380,180 shares worth $28.2M. The position accounts for 11.87% of the portfolio, ranked #1.

Edge Financial Advisors first reported a position in DFUS in Q2 2025 and has held it in 3 quarters since. 840 funds tracked by Wall St. Rank hold DFUS as of Q4 2025.

  • Edge Financial Advisors held 380,180 shares of Dimensional US Equity ETF worth $28.2M as of Q4 2025.
  • Edge Financial Advisors bought 265,426 Dimensional US Equity ETF shares in Q4 2025, an estimated $19.5M.
  • Dimensional US Equity ETF made up 11.87% of Edge Financial Advisors's portfolio in Q4 2025, its #1 holding.
  • Edge Financial Advisors first reported a position in Dimensional US Equity ETF in Q2 2025 and has held it in 3 quarters since.
  • 840 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q4 2025.

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