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
Q2 		$768K Buy
11,552
+2,277
+25% +$147K 0.1% 122
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 $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
FWM
FMB Wealth Management Westlake Village, California $272M AUM 26.93% 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

Live Oak Private Wealth's DXUV Position: Q2 2026 in Review

Live Oak Private Wealth increased its Dimensional US Vector Equity ETF (DXUV) stake by 25% in Q2 2026, buying an estimated $147K and bringing the position to 11,552 shares worth $768K. The position accounts for 0.1% of the portfolio, ranked #122.

Live Oak Private Wealth first reported a position in DXUV in Q3 2025 and has held it in 4 quarters since. 71 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • Live Oak Private Wealth held 11,552 shares of Dimensional US Vector Equity ETF worth $768K as of Q2 2026.
  • Live Oak Private Wealth bought 2,277 Dimensional US Vector Equity ETF shares in Q2 2026, an estimated $147K.
  • Dimensional US Vector Equity ETF made up 0.1% of Live Oak Private Wealth's portfolio in Q2 2026, its #122 holding.
  • Live Oak Private Wealth first reported a position in Dimensional US Vector Equity ETF in Q3 2025 and has held it in 4 quarters since.
  • 71 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.