Concord Wealth Partners’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Concord Wealth Partners’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	$133K	Buy	+2,004	New	+$129K	0.02%	262

Other funds holding DXUV

Tencap Wealth Coaching South Jordan, Utah $315M AUM

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

Concord Wealth Partners's DXUV Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Dimensional US Vector Equity ETF (DXUV) in Q2 2026: 2,004 shares worth $133K. The stake represents 0.02% of the portfolio and ranks #262 among its holdings.

71 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

Concord Wealth Partners held 2,004 shares of Dimensional US Vector Equity ETF worth $133K as of Q2 2026.
Dimensional US Vector Equity ETF was a new Concord Wealth Partners position in Q2 2026.
Dimensional US Vector Equity ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #262 holding.
71 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.