FPI
DXUV

Financial Plan Inc’s Dimensional US Vector Equity ETF 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
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

TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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 $1.13B AUM 17.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 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
SHF
Stage Harbor Financial Westwood, Massachusetts $173M AUM 19.42% 1-Year Est. Return

Financial Plan Inc's DXUV Position: Q1 2026 in Review

Financial Plan Inc increased its Dimensional US Vector Equity ETF (DXUV) stake by 6.4% in Q1 2026, buying an estimated $50.4K and bringing the position to 13,666 shares worth $811K. The position accounts for 0.09% of the portfolio, ranked #52.

Financial Plan Inc first reported a position in DXUV in Q4 2025 and has held it in 2 quarters since. 52 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Financial Plan Inc held 13,666 shares of Dimensional US Vector Equity ETF worth $811K as of Q1 2026.
  • Financial Plan Inc bought 821 Dimensional US Vector Equity ETF shares in Q1 2026, an estimated $50.4K.
  • Dimensional US Vector Equity ETF made up 0.09% of Financial Plan Inc's portfolio in Q1 2026, its #52 holding.
  • Financial Plan Inc first reported a position in Dimensional US Vector Equity ETF in Q4 2025 and has held it in 2 quarters since.
  • 52 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

Based on Financial Plan Inc's 13F filing for Q1 2026, filed 27 Apr 2026.