Financial Plan Inc
DXUV icon

Financial Plan Inc’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

Financial Plan Inc’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 		$911K Buy
13,692
+26
+0.2% +$1.68K 0.09% 53
2026
Q1 		$811K Buy
13,666
+821
+6% +$50.4K 0.09% 52
2025
Q4 		$768K Buy
+12,845
New +$757K 0.09% 54

Other funds holding DXUV

Tencap Wealth Coaching
Tencap Wealth Coaching South Jordan, Utah $321M AUM 11.12% 1-Year Est. Return
Beacon Pointe Advisors
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
BCR Wealth Strategies
BCR Wealth Strategies Vestavia, Alabama $356M AUM 9.37% 1-Year Est. Return
FMB Wealth Management
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return
American Trust
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Schubert & Co
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

Financial Plan Inc's DXUV Position: Q2 2026 in Review

Financial Plan Inc increased its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) stake by 0.19% in Q2 2026, buying an estimated $1.68K and bringing the position to 13,692 shares worth $911K. The position accounts for 0.09% of the portfolio, ranked #53.

Financial Plan Inc 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.

  • Financial Plan Inc held 13,692 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $911K as of Q2 2026.
  • Financial Plan Inc bought 26 U.S. Vector Equity Portfolio ETF Class Shares shares in Q2 2026, an estimated $1.68K.
  • U.S. Vector Equity Portfolio ETF Class Shares made up 0.09% of Financial Plan Inc's portfolio in Q2 2026, its #53 holding.
  • Financial Plan Inc 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 Financial Plan Inc's 13F filing for Q2 2026, filed 14 Aug 2026.