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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
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

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

Infinity Wealth Counsel's DFLV Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Dimensional US Large Cap Value ETF (DFLV) stake by 28% in Q2 2026, buying an estimated $290K and bringing the position to 34,994 shares worth $1.38M. The position accounts for 1.12% of the portfolio, ranked #32.

Infinity Wealth Counsel first reported a position in DFLV in Q4 2024 and has held it in 7 quarters since. 393 funds tracked by Wall St. Rank hold DFLV as of Q2 2026.

  • Infinity Wealth Counsel held 34,994 shares of Dimensional US Large Cap Value ETF worth $1.38M as of Q2 2026.
  • Infinity Wealth Counsel bought 7,565 Dimensional US Large Cap Value ETF shares in Q2 2026, an estimated $290K.
  • Dimensional US Large Cap Value ETF made up 1.12% of Infinity Wealth Counsel's portfolio in Q2 2026, its #32 holding.
  • Infinity Wealth Counsel first reported a position in Dimensional US Large Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
  • 393 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.