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Shepherd Financial Partners’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

Shepherd Financial Partners’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 		$1.01M Buy
+15,203
New +$981K 0.08% 116

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 $1.17B AUM 28.44% 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

Shepherd Financial Partners's DXUV Position: Q2 2026 in Review

Shepherd Financial Partners opened a new position in U.S. Vector Equity Portfolio ETF Class Shares (DXUV) in Q2 2026: 15,203 shares worth $1.01M. The stake represents 0.08% of the portfolio and ranks #116 among its holdings.

73 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • Shepherd Financial Partners held 15,203 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $1.01M as of Q2 2026.
  • U.S. Vector Equity Portfolio ETF Class Shares was a new Shepherd Financial Partners position in Q2 2026.
  • U.S. Vector Equity Portfolio ETF Class Shares made up 0.08% of Shepherd Financial Partners's portfolio in Q2 2026, its #116 holding.
  • 73 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q2 2026.

Based on Shepherd Financial Partners's 13F filing for Q2 2026, filed 10 Aug 2026.