EP Wealth Advisors’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

EP Wealth Advisors’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	$135K	Buy	+2,028	New	+$131K	﹤0.01%	1611

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 $1.17B AUM 28.44% 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

EP Wealth Advisors's DXUV Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in U.S. Vector Equity Portfolio ETF Class Shares (DXUV) in Q2 2026: 2,028 shares worth $135K. The stake represents ﹤0.01% of the portfolio and ranks #1611 among its holdings.

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

EP Wealth Advisors held 2,028 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $135K as of Q2 2026.
U.S. Vector Equity Portfolio ETF Class Shares was a new EP Wealth Advisors position in Q2 2026.
U.S. Vector Equity Portfolio ETF Class Shares made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1611 holding.
73 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.