EWP
DXUV

E-Wealth Partners’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

E-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 		$2.42M Sell
36,389
-1,889
-5% -$122K 1.75% 14
2026
Q1 		$2.27M Buy
38,278
+6,939
+22% +$426K 1.83% 13
2025
Q4 		$1.87M Buy
+31,339
New +$1.85M 1.57% 15

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
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 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 $1.17B AUM 28.44% 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

E-Wealth Partners's DXUV Position: Q2 2026 in Review

E-Wealth Partners reduced its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) stake by 4.9% in Q2 2026, selling an estimated $122K and leaving 36,389 shares worth $2.42M. The position accounts for 1.75% of the portfolio, ranked #14.

E-Wealth Partners first reported a position in DXUV in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • E-Wealth Partners held 36,389 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $2.42M as of Q2 2026.
  • E-Wealth Partners sold 1,889 U.S. Vector Equity Portfolio ETF Class Shares shares in Q2 2026, an estimated $122K.
  • U.S. Vector Equity Portfolio ETF Class Shares made up 1.75% of E-Wealth Partners's portfolio in Q2 2026, its #14 holding.
  • E-Wealth Partners first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q2 2026.

Based on E-Wealth Partners's 13F filing for Q2 2026, filed 17 Aug 2026.