Leading Edge Financial Planning’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

Leading Edge Financial Planning’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	$39.8M	Buy	1,027,285 +58,008	+6%	+$2.17M	7.1%	5
2026 Q1	$34M	Buy	969,277 +45,313	+5%	+$1.6M	7.15%	5
2025 Q4	$30.4M	Buy	923,964 +68,983	+8%	+$2.22M	6.92%	5
2025 Q3	$27.2M	Buy	854,981 +40,112	+5%	+$1.25M	6.83%	5
2025 Q2	$24M	Buy	814,869 +68,158	+9%	+$1.89M	6.67%	5
2025 Q1	$21M	Buy	746,711 +67,517	+10%	+$2.04M	6.57%	5
2024 Q4	$20.9M	Buy	679,194 +30,022	+5%	+$951K	6.86%	5
2024 Q3	$20M	Buy	649,172 +93,337	+17%	+$2.8M	6.7%	6
2024 Q2	$16M	Buy	555,835 +63,157	+13%	+$1.83M	6.42%	6
2024 Q1	$14.8M	Buy	492,678 +81,092	+20%	+$2.31M	6.57%	6
2023 Q4	$12M	Buy	411,586 +62,851	+18%	+$1.63M	6.22%	6
2023 Q3	$8.84M	Buy	348,735 +22,168	+7%	+$585K	5.66%	6
2023 Q2	$8.39M	Buy	326,567 +46,855	+17%	+$1.15M	5.49%	6
2023 Q1	$6.97M	Buy	279,712 +36,520	+15%	+$957K	5.05%	6
2022 Q4	$6.02M	Buy	+243,192	New	+$6.01M	5.21%	6

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

Leading Edge Financial Planning's DFSV Position: Q2 2026 in Review

Leading Edge Financial Planning increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 6% in Q2 2026, buying an estimated $2.17M and bringing the position to 1,027,285 shares worth $39.8M. The position accounts for 7.1% of the portfolio, ranked #5.

Leading Edge Financial Planning first reported a position in DFSV in Q4 2022 and has held it in 15 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

Leading Edge Financial Planning held 1,027,285 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $39.8M as of Q2 2026.
Leading Edge Financial Planning bought 58,008 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $2.17M.
U.S. Small Cap Value Portfolio ETF Class Shares made up 7.1% of Leading Edge Financial Planning's portfolio in Q2 2026, its #5 holding.
Leading Edge Financial Planning first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
584 funds tracked by Wall St. Rank held U.S. Small Cap Value Portfolio ETF Class Shares as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.