Edge Financial Advisors LLC DFAS — DIMENSIONAL ETF TRUST

Ownership history in Edge Financial Advisors LLC  ·  6 quarters on record

AI Ownership Summary

Edge Financial Advisors LLC reported DIMENSIONAL ETF TRUST (DFAS) in 6 quarterly 13F filings from 2024 Q1 through 2025 Q4. Peak portfolio weight reached 0.97% in 2024 Q4. The latest visible filing shows DFAS at 0.86% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFAS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Edge Financial Advisors LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DFAS was reported at 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.97% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFAS stock page Edge Financial Advisors LLC fund profile Edge Financial Advisors LLC full holdings
How Edge Financial Advisors LLC held DFAS — position size vs. price
% of Fund (quarterly)    DFAS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 13,769 +7,534 +120.8% 0.86% $827K 2026-01-28 $73.64
2025 Q3 ADDED — — — 6,235 +632 +11.3% 0.19% $427K 2025-10-31 $67.55
2025 Q2 REDUCED 66.4% +7.5% ❌ 5,603 -11,054 -66.4% 0.19% $359K 2025-07-24 $65.17
2024 Q4 ADDED — — — 16,657 +1,112 +7.2% 0.97% $1.1M 2025-01-17 $66.27
2024 Q3 ADDED — — — 15,545 +8,055 +107.5% 0.89% $1.0M 2024-10-25 $63.18
2024 Q1 INITIATED — — — 7,490 — — 0.42% $472K 2024-04-22 $57.32

🏢 Other funds also holding DFAS

As of 2026 Q1 — sorted by position size

Richard Young Associates, Ltd. 24.87% Index Fund Advisors, Inc. 3Y 18.89% DIXON FNANCIAL SERVICES, INC. 3Y 17.8% Premier Financial Group 14.52% Heritage Wealth Management, Inc./Texas 3Y 13.2% SENTINEL WEALTH MANAGEMENT, INC. 12.65% Disciplined Equity Management, Inc. 3Y 12.49% Pillar Financial Advisors, LLC 12.05% PINNEY & SCOFIELD, INC. 11.21% ACORN CREEK CAPITAL LLC 10.86%

FAQ About Edge Financial Advisors LLC and DFAS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Edge Financial Advisors LLC reported owning DFAS?

Edge Financial Advisors LLC reported DFAS across 6 quarterly 13F filings, from 2024 Q1 through 2025 Q4.

What was the largest reported DFAS position in Edge Financial Advisors LLC's portfolio?

The largest reported portfolio weight for DFAS was 0.97% in 2024 Q4.

What is the latest reported DFAS position on this page?

The most recent filing on this page is 2025 Q4, when Edge Financial Advisors LLC reported 13,769 shares, equal to 0.86% of portfolio, with an estimated market value of $827K.

What does the chart on this DFAS ownership page compare?

The chart compares Edge Financial Advisors LLC's quarterly DFAS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Edge Financial Advisors LLC time their DFAS position?

Based on 13F filing dates vs. subsequent DFAS price moves, Edge Financial Advisors LLC correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on DFAS relative to SPY over the holding period was -5.6%.

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