Edge Financial Advisors LLC Purchases in Q2 2025

Edge Financial Advisors LLC

  • $190 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
112K
New
$53.65 - $67.02 $5.99M - $7.49M
112K $7.49B
QUAL
Ishares Msci Usa Quality Facto

ETFs
15.1K
New
$152.42 - $182.82 $2.3M - $2.76M
15.1K $2.76B
DUHP
Dimensional ETF Tr Dimensional

ETFs
39.4K
+ 19.94%
$29.36 - $35.56 $1.16M - $1.4M
237K $8.43B
DFAI
Dimensional ETF Tr

ETFs
35K
+ 20.97%
$28.02 - $34.71 $980K - $1.21M
202K $6.97B
VGSH
Vanguard

ETFs
27.1K
New
$58.32 - $58.95 $1.58M - $1.6M
27.1K $1.58B
LRGF
Ishares Tr

ETFs
24.4K
New
$51.37 - $64.13 $1.25M - $1.56M
24.4K $1.56B
American Centy ETF Tr
21.6K
New
N/A
21.6K $1.41B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
16.9K
+ 364.56%
$55.54 - $69.09 $936K - $1.16M
21.5K $1.48B
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.1%
$496.48 - $617.85 $9.43K - $11.7K
19.3K $11.9B
DFIC
Dimensional ETF Tr Dimensional

ETFs
31.4K
New
$24.94 - $31.15 $784K - $979K
31.4K $977M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
27.8K
New
$19.1 - $23.83 $531K - $662K
27.8K $662M
DIHP
Dimensional ETF Tr Dimensional

ETFs
17.8K
+ 33.98%
$24.32 - $29.74 $433K - $530K
70.2K $2.07B
AVUS
American Centy ETF Tr Avantis

ETFs
6.41K
New
$81.38 - $100.82 $522K - $646K
6.41K $648M
DFAE
Dimensional ETF Tr

ETFs
13.7K
+ 18.68%
$22.87 - $28.95 $313K - $396K
87K $2.52B
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
New
$45.65 - $57.01 $478K - $597K
10.5K $597M
ILCV
Ishares Morningstar Value ETF

ETFs
6.75K
New
$72.16 - $83.39 $487K - $563K
6.75K $569M
MSFT
Microsoft Corp

Technology
308
+ 9.23%
$354.56 - $497.45 $109K - $153K
3.65K $1.81B
Allspring Exchange Traded Fu
19.1K
New
N/A
19.1K $476M
GBTC
Grayscale Bitcoin Trust (Btc)

ETFs
2.84K
+ 30.09%
$60.61 - $87.72 $172K - $249K
12.3K $1.02B
ILCB
Ishares Morningstar U.S. Equit

ETFs
4.69K
New
$68.63 - $85.78 $322K - $403K
4.69K $402M
GLD
Spdr Gold Trust

ETFs
1.21K
New
$273.71 - $316.29 $331K - $382K
1.21K $372M
IAU
Ishares Gold Trust

ETFs
5.81K
New
$56.1 - $64.74 $326K - $376K
5.81K $365M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.6K
New
$52.31 - $63.72 $293K - $357K
5.6K $359M
AVEM
American Centy ETF Tr Avantis

ETFs
4.81K
New
$53.08 - $68.54 $255K - $330K
4.81K $330M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
6.2K
+ 24.87%
$50.36 - $50.68 $312K - $314K
31.1K $1.57B
UTG
Reaves Utility Income Fund

Financial Services
8.22K
New
$29.08 - $36.18 $239K - $297K
8.22K $298M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
2.84K
New
$102.02 - $103.5 $290K - $294K
2.84K $291M
ILCG
Ishares Morningstar Growth ETF
2.97K
New
N/A
2.97K $284M
IBM
International Business Machines Corp

Technology
952
New
$221.03 - $294.78 $210K - $281K
952 $279M
MLPX
Global X Mlp & Energy Infrastr

ETFs
4.43K
New
$55.32 - $65.02 $245K - $288K
4.43K $277M
OUNZ
Van Eck Merk Gold Trust

ETFs
8.66K
New
$28.68 - $33.09 $248K - $286K
8.66K $276M
IMCB
Ishares Morningstar Mid Cap Et

ETFs
3.11K
New
$65.41 - $79.66 $204K - $248K
3.11K $250M
KO
Coca Cola CO

Consumer Defensive
3.43K
New
$68.37 - $73.9 $235K - $254K
3.43K $244M
JNJ
Johnson & Johnson

Healthcare
1.57K
New
$146.36 - $159.82 $230K - $251K
1.57K $244M
CEG
Constellation Energy Corp

Utilities
152
+ 9.95%
$170.96 - $322.76 $26K - $49.1K
1.68K $540M
BLOK
Amplify ETF Tr Trnsformational

ETFs
3.93K
New
$32.56 - $57.11 $128K - $224K
3.93K $223M
ISCF
Ishares Msci Intl Small Cap Mu

ETFs
769
+ 2.04%
$30.25 - $38.85 $23.3K - $29.9K
38.4K $1.49B
FLIN
Franklin Templeton ETF Tr

ETFs
4.55K
+ 36.14%
$35.01 - $39.98 $159K - $182K
17.1K $683M
ISRG
Intuitive Surgical Inc

Healthcare
387
New
$451.58 - $565.94 $175K - $219K
387 $210M
IQLT
Ishares Msci Intl Quality Fact

ETFs
4.74K
New
$35.9 - $43.76 $170K - $207K
4.74K $205M
V
Visa Inc.

Financial Services
569
New
$308.27 - $373.31 $175K - $212K
569 $202M
VTI
Vanguard Total Stock Market Et

ETFs
361
+ 12.2%
$243.75 - $303.93 $88K - $110K
3.32K $1.01B
RWJ
Invesco Exchange Traded Fd Tr

ETFs
2.62K
+ 10.06%
$34.78 - $43.42 $91.1K - $114K
28.6K $1.25B
AVGO
Broadcom Inc.

Technology
108
+ 6.95%
$146.29 - $275.65 $15.8K - $29.8K
1.66K $444M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.61K
+ 15.81%
$54.19 - $67.22 $87.4K - $108K
11.8K $794M
AAPL
Apple Inc.

Technology
2.97K
+ 10.87%
$172.42 - $223.89 $513K - $666K
30.3K $6.23B
VTV
Vanguard Value ETF

ETFs
706
+ 36.64%
$153.67 - $176.74 $108K - $125K
2.63K $468M
AMZN
Amazon Com Inc

Consumer Cyclical
226
+ 11.23%
$167.32 - $223.3 $37.8K - $50.5K
2.24K $492M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
7
+ 0.25%
$468.22 - $566.51 $3.28K - $3.97K
2.77K $1.57B
Activity Summary
Buys All Purchases 74 New Holdings 29 Increased Positions 45 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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