FWM
DXUV

FMB Wealth Management’s Dimensional US Vector Equity ETF 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

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
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 $1.12B AUM 34.21% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

FMB Wealth Management reduced its Dimensional US Vector Equity ETF (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. 71 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

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

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