Infinity Wealth Counsel’s Dimensional US Small Cap Value ETF DFSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$479K	Buy	12,360 +1,075	+10%	+$40.2K	0.39%	47
2026 Q1	$395K	Buy	11,285 +800	+8%	+$28.3K	0.36%	46
2025 Q4	$345K	Buy	10,485 +1,280	+14%	+$41.2K	0.31%	50
2025 Q3	$293K	Buy	9,205 +100	+1%	+$3.12K	0.28%	53
2025 Q2	$268K	Buy	9,105 +1,675	+23%	+$46.4K	0.27%	51
2025 Q1	$209K	Buy	+7,430	New	+$225K	0.23%	55

Other funds holding DFSV

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

JFG

JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

MWM

Modera Wealth Management Westwood, New Jersey $9.37B AUM 23.82% 1-Year Est. Return

IFA

Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return

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

Infinity Wealth Counsel increased its Dimensional US Small Cap Value ETF (DFSV) stake by 9.5% in Q2 2026, buying an estimated $40.2K and bringing the position to 12,360 shares worth $479K. The position accounts for 0.39% of the portfolio, ranked #47.

Infinity Wealth Counsel first reported a position in DFSV in Q1 2025 and has held it in 6 quarters since. 583 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Infinity Wealth Counsel held 12,360 shares of Dimensional US Small Cap Value ETF worth $479K as of Q2 2026.
Infinity Wealth Counsel bought 1,075 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $40.2K.
Dimensional US Small Cap Value ETF made up 0.39% of Infinity Wealth Counsel's portfolio in Q2 2026, its #47 holding.
Infinity Wealth Counsel first reported a position in Dimensional US Small Cap Value ETF in Q1 2025 and has held it in 6 quarters since.
583 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

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