LVZ Inc’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

LVZ Inc’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 Q3	$7.84M	Buy	116,795 +6,450	+6%	+$442K	0.8%	14
2026 Q2	$7.34M	Buy	110,345 +5,925	+6%	+$382K	0.75%	13
2026 Q1	$6.2M	Buy	104,420 +12,032	+13%	+$739K	0.71%	14
2025 Q4	$5.52M	Buy	92,388 +11,064	+14%	+$652K	0.62%	16
2025 Q3	$4.75M	Buy	81,324 +13,210	+19%	+$749K	0.54%	17
2025 Q2	$3.69M	Buy	68,114 +2,923	+4%	+$148K	0.44%	18
2025 Q1	$3.28M	Buy	+65,191	New	+$3.45M	0.43%	18

Other funds holding DXUV

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

TCFG Investment Advisors Laguna Niguel, California $293M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Selective Wealth Management Forest, Virginia $430M AUM 14.45% 1-Year Est. Return

Financial Symmetry Raleigh, North Carolina $313M AUM 16.05% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wolfstich Capital Medfield, Massachusetts $123M AUM 8.42% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

25 LLC St. Louis, Missouri $367M AUM 10.52% 1-Year Est. Return

LVZ Inc's DXUV Position: Q3 2026 in Review

LVZ Inc increased its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) stake by 5.8% in Q3 2026, buying an estimated $442K and bringing the position to 116,795 shares worth $7.84M. The position accounts for 0.8% of the portfolio, ranked #14.

LVZ Inc first reported a position in DXUV in Q1 2025 and has held it in 7 quarters since. 12 funds tracked by Wall St. Rank hold DXUV as of Q3 2026.

LVZ Inc held 116,795 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $7.84M as of Q3 2026.
LVZ Inc bought 6,450 U.S. Vector Equity Portfolio ETF Class Shares shares in Q3 2026, an estimated $442K.
U.S. Vector Equity Portfolio ETF Class Shares made up 0.8% of LVZ Inc's portfolio in Q3 2026, its #14 holding.
LVZ Inc first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q1 2025 and has held it in 7 quarters since.
12 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q3 2026.

Based on LVZ Inc's 13F filing for Q3 2026, filed 20 Oct 2026.