XY Planning Network’s Dimensional US Small Cap Value ETF 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

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

SCM

Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HWM

Hassell Wealth Management Houma, Louisiana $326M AUM 16.44% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

XY Planning Network increased its Dimensional US Small Cap Value ETF (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. 217 funds tracked by Wall St. Rank hold DFSV as of Q2 2026.

XY Planning Network held 171,402 shares of Dimensional US Small Cap Value ETF worth $6.65M as of Q2 2026.
XY Planning Network bought 2,389 Dimensional US Small Cap Value ETF shares in Q2 2026, an estimated $89.3K.
Dimensional US Small Cap Value ETF made up 0.83% of XY Planning Network's portfolio in Q2 2026, its #29 holding.
XY Planning Network first reported a position in Dimensional US Small Cap Value ETF in Q4 2024 and has held it in 7 quarters since.
217 funds tracked by Wall St. Rank held Dimensional US Small Cap Value ETF as of Q2 2026.

Based on XY Planning Network's 13F filing for Q2 2026, filed 15 Jul 2026.