AWM
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AE Wealth Management’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

AE Wealth Management’s Portfolio DXUV Stock Details DXUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,452
Closed -$78.7K – 2386
2025
Q2 		$78.7K Buy
+1,452
New +$73.5K ﹤0.01% 1539

Other funds holding DXUV

BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
HWM
Hemington Wealth Management Falls Church, Virginia $769M AUM 13.16% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $173M AUM 19.42% 1-Year Est. Return

AE Wealth Management's DXUV Position: Q3 2025 in Review

AE Wealth Management sold out of U.S. Vector Equity Portfolio ETF Class Shares (DXUV) in Q3 2025, closing a stake of 1,452 shares — an estimated $78.7K sold.

AE Wealth Management first reported a position in DXUV in Q2 2025 and held it in 1 quarter. The position peaked at $78.7K in Q2 2025. 43 funds tracked by Wall St. Rank hold DXUV as of Q3 2025.

  • AE Wealth Management reported no remaining U.S. Vector Equity Portfolio ETF Class Shares position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 1,452 U.S. Vector Equity Portfolio ETF Class Shares shares in Q3 2025, an estimated $78.7K.
  • AE Wealth Management first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q2 2025 and held it in 1 quarter.
  • AE Wealth Management's U.S. Vector Equity Portfolio ETF Class Shares position peaked at $78.7K in Q2 2025.
  • 43 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.