BWS
DXUV

BCR Wealth Strategies’s Dimensional US Vector Equity ETF DXUV Stock Holding History

BCR Wealth Strategies’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
2026
Q2 		$52.1M Sell
782,808
-6,070
-0.8% -$392K 14.62% 2
2026
Q1 		$46.8M Buy
788,878
+45,764
+6% +$2.81M 14.67% 2
2025
Q4 		$44.4M Buy
743,114
+14,841
+2% +$874K 14.73% 2
2025
Q3 		$42.6M Buy
728,273
+20,757
+3% +$1.18M 14.97% 2
2025
Q2 		$38.4M Buy
707,516
+35,365
+5% +$1.79M 14.85% 2
2025
Q1 		$33.8M Buy
672,151
+26,735
+4% +$1.42M 14.83% 2
2024
Q4 		$34.1M Buy
645,416
+12,183
+2% +$658K 15.96% 2
2024
Q3 		$33.4M Buy
+633,233
New +$32.9M 15.75% 2

Other funds holding DXUV

TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 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
AT
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCR Wealth Strategies's DXUV Position: Q2 2026 in Review

BCR Wealth Strategies reduced its Dimensional US Vector Equity ETF (DXUV) stake by 0.77% in Q2 2026, selling an estimated $392K and leaving 782,808 shares worth $52.1M. The position accounts for 14.62% of the portfolio, ranked #2.

BCR Wealth Strategies first reported a position in DXUV in Q3 2024 and has held it in 8 quarters since. 71 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • BCR Wealth Strategies held 782,808 shares of Dimensional US Vector Equity ETF worth $52.1M as of Q2 2026.
  • BCR Wealth Strategies sold 6,070 Dimensional US Vector Equity ETF shares in Q2 2026, an estimated $392K.
  • Dimensional US Vector Equity ETF made up 14.62% of BCR Wealth Strategies's portfolio in Q2 2026, its #2 holding.
  • BCR Wealth Strategies first reported a position in Dimensional US Vector Equity ETF in Q3 2024 and has held it in 8 quarters since.
  • 71 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q2 2026.

Based on BCR Wealth Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.