Infinity Wealth Counsel’s U.S. Small Cap Portfolio ETF Class Shares DFAS Stock Holding History

Infinity Wealth Counsel’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
2026 Q3	$391K	Buy	5,047 +540	+12%	+$43.9K	0.32%	49
2026 Q2	$371K	Buy	4,507 +414	+10%	+$32.1K	0.3%	51
2026 Q1	$291K	Buy	4,093 +490	+14%	+$36K	0.27%	53
2025 Q4	$251K	Buy	3,603 +485	+16%	+$33.4K	0.23%	56
2025 Q3	$213K	Buy	+3,118	New	+$208K	0.21%	62

Other funds holding DFAS

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Infinity Wealth Counsel's DFAS Position: Q3 2026 in Review

Infinity Wealth Counsel increased its U.S. Small Cap Portfolio ETF Class Shares (DFAS) stake by 12% in Q3 2026, buying an estimated $43.9K and bringing the position to 5,047 shares worth $391K. The position accounts for 0.32% of the portfolio, ranked #49.

Infinity Wealth Counsel first reported a position in DFAS in Q3 2025 and has held it in 5 quarters since. 166 funds tracked by Wall St. Rank hold DFAS as of Q3 2026.

Infinity Wealth Counsel held 5,047 shares of U.S. Small Cap Portfolio ETF Class Shares worth $391K as of Q3 2026.
Infinity Wealth Counsel bought 540 U.S. Small Cap Portfolio ETF Class Shares shares in Q3 2026, an estimated $43.9K.
U.S. Small Cap Portfolio ETF Class Shares made up 0.32% of Infinity Wealth Counsel's portfolio in Q3 2026, its #49 holding.
Infinity Wealth Counsel first reported a position in U.S. Small Cap Portfolio ETF Class Shares in Q3 2025 and has held it in 5 quarters since.
166 funds tracked by Wall St. Rank held U.S. Small Cap Portfolio ETF Class Shares as of Q3 2026.

Based on Infinity Wealth Counsel's 13F filing for Q3 2026, filed 15 Oct 2026.