Infinity Wealth Counsel’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Infinity Wealth Counsel’s Portfolio DFLV Stock Details DFLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.46M	Buy	36,429 +1,435	+4%	+$58.9K	1.18%	31
2026 Q2	$1.38M	Buy	34,994 +7,565	+28%	+$290K	1.12%	32
2026 Q1	$979K	Buy	27,429 +525	+2%	+$18.9K	0.9%	37
2025 Q4	$920K	Buy	26,904 +5,620	+26%	+$187K	0.84%	36
2025 Q3	$700K	Buy	21,284 +735	+4%	+$23.5K	0.68%	39
2025 Q2	$637K	Buy	20,549 +561	+3%	+$16.6K	0.64%	37
2025 Q1	$611K	Buy	19,988 +1,425	+8%	+$44K	0.66%	38
2024 Q4	$557K	Buy	+18,563	New	+$581K	0.59%	38

Other funds holding DFLV

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

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

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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

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

Infinity Wealth Counsel increased its Dimensional US Large Cap Value ETF (DFLV) stake by 4.1% in Q3 2026, buying an estimated $58.9K and bringing the position to 36,429 shares worth $1.46M. The position accounts for 1.18% of the portfolio, ranked #31.

Infinity Wealth Counsel first reported a position in DFLV in Q4 2024 and has held it in 8 quarters since. 101 funds tracked by Wall St. Rank hold DFLV as of Q3 2026.

Infinity Wealth Counsel held 36,429 shares of Dimensional US Large Cap Value ETF worth $1.46M as of Q3 2026.
Infinity Wealth Counsel bought 1,435 Dimensional US Large Cap Value ETF shares in Q3 2026, an estimated $58.9K.
Dimensional US Large Cap Value ETF made up 1.18% of Infinity Wealth Counsel's portfolio in Q3 2026, its #31 holding.
Infinity Wealth Counsel first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 8 quarters since.
101 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2026.

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