Pettinga Financial Advisors’s DXP Enterprises DXPE Stock Holding History

Pettinga Financial Advisors’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	$1.69M	Hold	10,000	–	–	0.27%	55
2026 Q1	$1.4M	Hold	10,000	–	–	0.26%	57
2025 Q4	$1.1M	Hold	10,000	–	–	0.21%	70
2025 Q3	$1.19M	Hold	10,000	–	–	0.23%	62
2025 Q2	$877K	Hold	10,000	–	–	0.19%	70
2025 Q1	$823K	Hold	10,000	–	–	0.19%	67
2024 Q4	$826K	Hold	10,000	–	–	0.19%	63
2024 Q3	$534K	Hold	10,000	–	–	0.13%	75
2024 Q2	$458K	Hold	10,000	–	–	0.11%	79
2024 Q1	$537K	Hold	10,000	–	–	0.14%	77
2023 Q4	$337K	Hold	10,000	–	–	0.09%	93
2023 Q3	$349K	Hold	10,000	–	–	0.11%	78
2023 Q2	$364K	Hold	10,000	–	–	0.11%	77
2023 Q1	$269K	Buy	+10,000	New	+$288K	0.08%	86

Other funds holding DXPE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return

Argent Capital Management St Louis, Missouri $3.17B AUM 36.12% 1-Year Est. Return

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return