SwitchPoint Financial Planning’s U.S. Vector Equity Portfolio ETF Class Shares 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

Tencap Wealth Coaching South Jordan, Utah $315M AUM

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 1-Year Est. Return

FMB Wealth Management Westlake Village, California $272M AUM 26.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return

Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return

LVZ Inc Holland, Michigan $975M AUM 10.91% 1-Year Est. Return

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

SwitchPoint Financial Planning increased its U.S. Vector Equity Portfolio ETF Class Shares (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. 73 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

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

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