LOPW
DXUV

Live Oak Private Wealth’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Live Oak Private Wealth’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 		$550K Buy
9,275
+3,290
+55% +$202K 0.08% 125
2025
Q4 		$358K Buy
5,985
+2,558
+75% +$151K 0.05% 150
2025
Q3 		$200K Buy
+3,427
New +$194K 0.03% 185

Other funds holding DXUV

TWC
Tencap Wealth Coaching South Jordan, Utah $266M AUM
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 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 $242M AUM 23.44% 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 $123M AUM 7.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return

Live Oak Private Wealth's DXUV Position: Q1 2026 in Review

Live Oak Private Wealth increased its Dimensional US Vector Equity ETF (DXUV) stake by 55% in Q1 2026, buying an estimated $202K and bringing the position to 9,275 shares worth $550K. The position accounts for 0.08% of the portfolio, ranked #125.

Live Oak Private Wealth first reported a position in DXUV in Q3 2025 and has held it in 3 quarters since. 51 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Live Oak Private Wealth held 9,275 shares of Dimensional US Vector Equity ETF worth $550K as of Q1 2026.
  • Live Oak Private Wealth bought 3,290 Dimensional US Vector Equity ETF shares in Q1 2026, an estimated $202K.
  • Dimensional US Vector Equity ETF made up 0.08% of Live Oak Private Wealth's portfolio in Q1 2026, its #125 holding.
  • Live Oak Private Wealth first reported a position in Dimensional US Vector Equity ETF in Q3 2025 and has held it in 3 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

Based on Live Oak Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.