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Independent Financial Group’s DXP Enterprises DXPE Stock Holding History

Independent Financial Group’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
Q2 		$758K Buy
4,492
+1,190
+36% +$188K 0.01% 806
2026
Q1 		$461K Sell
3,302
-107
-3% -$14.3K 0.01% 965
2025
Q4 		$374K Buy
3,409
+1,414
+71% +$154K 0.01% 1046
2025
Q3 		$238K Buy
+1,995
New +$223K 0.01% 1203

Other funds holding DXPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Independent Financial Group's DXPE Position: Q2 2026 in Review

Independent Financial Group increased its DXP Enterprises (DXPE) stake by 36% in Q2 2026, buying an estimated $188K and bringing the position to 4,492 shares worth $758K. The position accounts for 0.01% of the portfolio, ranked #806.

Independent Financial Group first reported a position in DXPE in Q3 2025 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold DXPE as of Q2 2026.

  • Independent Financial Group held 4,492 shares of DXP Enterprises worth $758K as of Q2 2026.
  • Independent Financial Group bought 1,190 DXP Enterprises shares in Q2 2026, an estimated $188K.
  • DXP Enterprises made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #806 holding.
  • Independent Financial Group first reported a position in DXP Enterprises in Q3 2025 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held DXP Enterprises as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.