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
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 $266M AUM
BWS
BCR Wealth Strategies Vestavia, Alabama $319M AUM 14.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
FWM
FMB Wealth Management Westlake Village, California $242M AUM 23.44% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AT
American Trust Lexington, Kentucky $1.13B AUM 17.56% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $123M AUM 7.76% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stage Harbor Financial's DXUV Position: Q1 2026 in Review

Stage Harbor Financial increased its Dimensional US Vector Equity ETF (DXUV) stake by 19% in Q1 2026, buying an estimated $747K and bringing the position to 76,042 shares worth $4.51M. The position accounts for 2.99% of the portfolio, ranked #13.

Stage Harbor Financial first reported a position in DXUV in Q4 2024 and has held it in 6 quarters since. 51 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Stage Harbor Financial held 76,042 shares of Dimensional US Vector Equity ETF worth $4.51M as of Q1 2026.
  • Stage Harbor Financial bought 12,167 Dimensional US Vector Equity ETF shares in Q1 2026, an estimated $747K.
  • Dimensional US Vector Equity ETF made up 2.99% of Stage Harbor Financial's portfolio in Q1 2026, its #13 holding.
  • Stage Harbor Financial first reported a position in Dimensional US Vector Equity ETF in Q4 2024 and has held it in 6 quarters since.
  • 51 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

Based on Stage Harbor Financial's 13F filing for Q1 2026, filed 4 May 2026.