IAA
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Independent Advisor Alliance’s DXP Enterprises DXPE Stock Holding History

Independent Advisor Alliance’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,880
Closed -$206K – 1613
2025
Q4 		$206K Buy
+1,880
New +$205K 0.01% 930

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Independent Advisor Alliance's DXPE Position: Q1 2026 in Review

Independent Advisor Alliance sold out of DXP Enterprises (DXPE) in Q1 2026, closing a stake of 1,880 shares — an estimated $206K sold.

Independent Advisor Alliance first reported a position in DXPE in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 233 funds tracked by Wall St. Rank hold DXPE as of Q1 2026.

  • Independent Advisor Alliance reported no remaining DXP Enterprises position as of Q1 2026 after selling out during the quarter.
  • Independent Advisor Alliance sold 1,880 DXP Enterprises shares in Q1 2026, an estimated $206K.
  • Independent Advisor Alliance first reported a position in DXP Enterprises in Q4 2025 and held it in 1 quarter.
  • Independent Advisor Alliance's DXP Enterprises position peaked at $206K in Q4 2025.
  • 233 funds tracked by Wall St. Rank held DXP Enterprises as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.