SFP
DXUV

SwitchPoint Financial Planning’s Dimensional US Vector Equity ETF DXUV Stock Holding History

SwitchPoint Financial Planning’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 		$1.13M Buy
17,034
+1,235
+8% +$79.7K 0.65% 31
2026
Q1 		$938K Buy
15,799
+59
+0.4% +$3.62K 0.64% 32
2025
Q4 		$941K Buy
15,740
+751
+5% +$44.2K 0.66% 32
2025
Q3 		$876K Buy
14,989
+3,277
+28% +$186K 0.63% 32
2025
Q2 		$635K Buy
+11,712
New +$593K 0.52% 33

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

SwitchPoint Financial Planning's DXUV Position: Q2 2026 in Review

SwitchPoint Financial Planning increased its Dimensional US Vector Equity ETF (DXUV) stake by 7.8% in Q2 2026, buying an estimated $79.7K and bringing the position to 17,034 shares worth $1.13M. The position accounts for 0.65% of the portfolio, ranked #31.

SwitchPoint Financial Planning first reported a position in DXUV in Q2 2025 and has held it in 5 quarters since. 71 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • SwitchPoint Financial Planning held 17,034 shares of Dimensional US Vector Equity ETF worth $1.13M as of Q2 2026.
  • SwitchPoint Financial Planning bought 1,235 Dimensional US Vector Equity ETF shares in Q2 2026, an estimated $79.7K.
  • Dimensional US Vector Equity ETF made up 0.65% of SwitchPoint Financial Planning's portfolio in Q2 2026, its #31 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional US Vector Equity ETF in Q2 2025 and has held it in 5 quarters since.
  • 71 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q2 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q2 2026, filed 17 Aug 2026.