XY Planning Network’s U.S. Small Cap Value Portfolio ETF Class Shares DFSV Stock Holding History

XY Planning Network’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	$6.65M	Buy	171,402 +2,389	+1%	+$89.3K	0.83%	29
2026 Q1	$5.93M	Buy	169,013 +27,938	+20%	+$987K	0.95%	26
2025 Q4	$4.64M	Sell	141,075 -1,964	-1%	-$63.2K	0.81%	29
2025 Q3	$4.21M	Hold	143,039	–	–	1.43%	18
2025 Q2	$4.21M	Buy	143,039 +75,044	+110%	+$2.08M	1.43%	18
2025 Q1	$1.91M	Buy	67,995 +8,269	+14%	+$250K	1.28%	25
2024 Q4	$1.84M	Buy	+59,726	New	+$1.89M	1.38%	24

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

XY Planning Network's DFSV Position: Q2 2026 in Review

XY Planning Network increased its U.S. Small Cap Value Portfolio ETF Class Shares (DFSV) stake by 1.4% in Q2 2026, buying an estimated $89.3K and bringing the position to 171,402 shares worth $6.65M. The position accounts for 0.83% of the portfolio, ranked #29.

XY Planning Network first reported a position in DFSV in Q4 2024 and has held it in 7 quarters since. 584 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

XY Planning Network held 171,402 shares of U.S. Small Cap Value Portfolio ETF Class Shares worth $6.65M as of Q2 2026.
XY Planning Network bought 2,389 U.S. Small Cap Value Portfolio ETF Class Shares shares in Q2 2026, an estimated $89.3K.
U.S. Small Cap Value Portfolio ETF Class Shares made up 0.83% of XY Planning Network's portfolio in Q2 2026, its #29 holding.
XY Planning Network first reported a position in U.S. Small Cap Value Portfolio ETF Class Shares in Q4 2024 and has held it in 7 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 XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.