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

FMB Wealth Management’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	$21.8M	Sell	327,365 -272	-0.1%	-$17.6K	8.01%	2
2026 Q1	$19.4M	Sell	327,637 -1,206	-0.4%	-$74.1K	8.04%	2
2025 Q4	$19.7M	Sell	328,843 -10,023	-3%	-$590K	7.76%	2
2025 Q3	$19.8M	Sell	338,866 -17	-0%	-$964	8.39%	2
2025 Q2	$18.4M	Sell	338,883 -1,572	-0.5%	-$79.6K	8.75%	2
2025 Q1	$17.1M	Sell	340,455 -19,175	-5%	-$1.02M	9.47%	2
2024 Q4	$19M	Sell	359,630 -1,448	-0.4%	-$78.2K	10.7%	2
2024 Q3	$19M	Buy	+361,078	New	+$18.8M	10.76%	2

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

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 $975M AUM 10.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

FMB Wealth Management's DXUV Position: Q2 2026 in Review

FMB Wealth Management reduced its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) stake by 0.08% in Q2 2026, selling an estimated $17.6K and leaving 327,365 shares worth $21.8M. The position accounts for 8.01% of the portfolio, ranked #2.

FMB Wealth Management first reported a position in DXUV in Q3 2024 and has held it in 8 quarters since. 73 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

FMB Wealth Management held 327,365 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $21.8M as of Q2 2026.
FMB Wealth Management sold 272 U.S. Vector Equity Portfolio ETF Class Shares shares in Q2 2026, an estimated $17.6K.
U.S. Vector Equity Portfolio ETF Class Shares made up 8.01% of FMB Wealth Management's portfolio in Q2 2026, its #2 holding.
FMB Wealth Management first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q3 2024 and has held it in 8 quarters since.
73 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q2 2026.

Based on FMB Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.