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Diversify Wealth Management’s DXP Enterprises DXPE Stock Holding History

Diversify Wealth Management’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.45M Hold
8,774
– – 0.02% 512
2026
Q1 		$1.45M Buy
+8,774
New +$1.18M 0.03% 478

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Diversify Wealth Management's DXPE Position: Q2 2026 in Review

Diversify Wealth Management held its DXP Enterprises (DXPE) position steady in Q2 2026 at 8,774 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #512.

Diversify Wealth Management first reported a position in DXPE in Q1 2026 and has held it in 2 quarters since. 252 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Diversify Wealth Management held 8,774 shares of DXP Enterprises worth $1.45M as of Q2 2026.
  • Diversify Wealth Management left its DXP Enterprises share count unchanged in Q2 2026.
  • DXP Enterprises made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #512 holding.
  • Diversify Wealth Management first reported a position in DXP Enterprises in Q1 2026 and has held it in 2 quarters since.
  • 252 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.