SHF
DXUV

Stage Harbor Financial’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Stage Harbor Financial’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 		$6.12M Buy
92,079
+16,037
+21% +$1.03M 3.54% 10
2026
Q1 		$4.51M Buy
76,042
+12,167
+19% +$747K 2.99% 13
2025
Q4 		$3.82M Buy
63,875
+11,496
+22% +$677K 2.57% 13
2025
Q3 		$3.06M Buy
52,379
+7,003
+15% +$397K 2.24% 14
2025
Q2 		$2.46M Buy
45,376
+26,677
+143% +$1.35M 2% 14
2025
Q1 		$940K Buy
18,699
+12,215
+188% +$647K 0.8% 19
2024
Q4 		$343K Buy
+6,484
New +$350K 0.3% 37

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

Stage Harbor Financial's DXUV Position: Q2 2026 in Review

Stage Harbor Financial increased its Dimensional US Vector Equity ETF (DXUV) stake by 21% in Q2 2026, buying an estimated $1.03M and bringing the position to 92,079 shares worth $6.12M. The position accounts for 3.54% of the portfolio, ranked #10.

Stage Harbor Financial first reported a position in DXUV in Q4 2024 and has held it in 7 quarters since. 71 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • Stage Harbor Financial held 92,079 shares of Dimensional US Vector Equity ETF worth $6.12M as of Q2 2026.
  • Stage Harbor Financial bought 16,037 Dimensional US Vector Equity ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional US Vector Equity ETF made up 3.54% of Stage Harbor Financial's portfolio in Q2 2026, its #10 holding.
  • Stage Harbor Financial first reported a position in Dimensional US Vector Equity ETF in Q4 2024 and has held it in 7 quarters since.
  • 71 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q2 2026.

Based on Stage Harbor Financial's 13F filing for Q2 2026, filed 7 Aug 2026.