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Disclosed positions
Edge Financial Advisors LLC: source evidence dated 2026-01-29T04:59:59.999Z.
- Issuer
- DIMENSIONAL ETF TRUST
- Ticker
- DFUS
- Class
- US EQUITY MARKET
- Reported value
- $28,197,968
- Reported amount
- 380,180
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001754960-26-000129Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| DIMENSIONAL ETF TRUST | DFUS | US EQUITY MARKET | $28,197,968 | 380,180 | SH | None |
| AMERICAN CENTY ETF TR | AVNM | AVANTIS ALL INT | $12,116,021 | 164,799 | SH | None |
| SPDR S&P 500 ETF TR | SPY | TR UNIT | $11,673,069 | 17,118 | SH | None |
| DIMENSIONAL ETF TRUST | DUHP | US HIGH PROFITAB | $10,101,260 | 265,613 | SH | None |
| BLACKROCK ETF TRUST | DYNF | ISHARES US EQUIT | $10,005,228 | 164,620 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $9,452,544 | 63,572 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JQUA | US QUALTY FCTR | $9,039,049 | 143,068 | SH | None |
| DIMENSIONAL ETF TRUST | DFAI | INTL CORE EQT MK | $8,611,534 | 226,035 | SH | None |
| APPLE INC | AAPL | COM | $8,173,923 | 30,067 | SH | None |
| VANGUARD SCOTTSDALE FDS | VGSH | SHORT TERM TREAS | $6,236,904 | 106,196 | SH | None |
| JPMORGAN CHASE & CO. | JPM | COM | $5,446,886 | 8,452 | SH | None |
| ISHARES TR | IXUS | CORE MSCI TOTAL | $4,844,329 | 57,235 | SH | None |
| VANGUARD INDEX FDS | VUG | GROWTH ETF | $4,320,536 | 8,856 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $3,943,931 | 5,758 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $3,774,889 | 37,794 | SH | None |
| DIMENSIONAL ETF TRUST | DFAE | EMGR CRE EQT MNG | $3,285,344 | 100,959 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $2,874,753 | 9,132 | SH | None |
| ISHARES TR | QUAL | MSCI USA QLT FCT | $2,834,468 | 14,271 | SH | None |
| DIMENSIONAL ETF TRUST | DIHP | INTL HIGH PROFIT | $2,579,352 | 81,458 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $2,137,950 | 5,733 | SH | None |
| ALLSPRING EXCHANGE TRADED FU | APLU | CORE PLUS ETF | $2,089,763 | 83,691 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $2,085,577 | 21,718 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,054,667 | 32,890 | SH | None |
| ISHARES TR | ILCV | MORNINGSTAR VALU | $2,015,804 | 21,363 | SH | None |
| TESLA INC | TSLA | COM | $1,990,598 | 2,213 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS CLASS A | $1,915,262 | 3,569 | SH | None |
| ISHARES TR | ILCB | MORNINGSTR US EQ | $1,888,277 | 20,007 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JEPI | EQUITY PREMIUM | $1,666,181 | 29,109 | SH | None |
| SPDR S&P MIDCAP 400 ETF TR | MDY | UTSER1 S&PDCRP | $1,654,483 | 2,742 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,646,035 | 3,404 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $1,607,546 | 13,376 | SH | None |
| ISHARES TR | ISCF | INTERNATIONAL SL | $1,602,425 | 38,631 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,600,478 | 2,605 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $1,583,221 | 19,505 | SH | None |
| ABBVIE INC | ABBV | COM | $1,552,202 | 3,397 | SH | None |
| ISHARES TR | LRGF | U S EQUITY FACTR | $1,537,604 | 22,146 | SH | None |
| VANGUARD STAR FDS | VXUS | VG TL INTL STK F | $1,531,364 | 20,299 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $1,437,007 | 19,401 | SH | None |
| GOLDMAN SACHS ETF TR | GSLC | ACTIVEBETA US LG | $1,423,244 | 10,766 | SH | None |
| INVESCO EXCH TRADED FD TR II | RWJ | S&P SMALLCAP 600 | $1,399,230 | 28,770 | SH | None |
| ISHARES TR | HYG | IBOXX HI YD ETF | $1,346,708 | 16,702 | SH | None |
| DUKE ENERGY CORP NEW | DUK | COM NEW | $1,304,250 | 6,664 | SH | None |
| ISHARES TR | INTF | INTL EQTY FACTOR | $1,261,366 | 33,414 | SH | None |
| BROADCOM INC | AVGO | COM | $1,201,318 | 1,736 | SH | None |
| SOUTHERN CO | SO | COM | $1,137,462 | 13,044 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPEM | DIV RTN EM EQT | $1,136,678 | 18,717 | SH | None |
| ISHARES TR | LQD | IBOXX INV CP ETF | $1,117,327 | 10,140 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $1,107,062 | 21,883 | SH | None |
| ISHARES TR | STIP | 0-5 YR TIPS ETF | $1,100,391 | 10,747 | SH | None |
| CONSTELLATION ENERGY CORP | CEG | COM | $1,088,374 | 1,540 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.