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
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 $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
SHF
Stage Harbor Financial Westwood, Massachusetts $151M AUM 15.9% 1-Year Est. Return

SwitchPoint Financial Planning's DXUV Position: Q1 2026 in Review

SwitchPoint Financial Planning increased its Dimensional US Vector Equity ETF (DXUV) stake by 0.37% in Q1 2026, buying an estimated $3.62K and bringing the position to 15,799 shares worth $938K. The position accounts for 0.64% of the portfolio, ranked #32.

SwitchPoint Financial Planning first reported a position in DXUV in Q2 2025 and has held it in 4 quarters since. The position peaked at $941K in Q4 2025. 51 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • SwitchPoint Financial Planning held 15,799 shares of Dimensional US Vector Equity ETF worth $938K as of Q1 2026.
  • SwitchPoint Financial Planning bought 59 Dimensional US Vector Equity ETF shares in Q1 2026, an estimated $3.62K.
  • Dimensional US Vector Equity ETF made up 0.64% of SwitchPoint Financial Planning's portfolio in Q1 2026, its #32 holding.
  • SwitchPoint Financial Planning first reported a position in Dimensional US Vector Equity ETF in Q2 2025 and has held it in 4 quarters since.
  • SwitchPoint Financial Planning's Dimensional US Vector Equity ETF position peaked at $941K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

Based on SwitchPoint Financial Planning's 13F filing for Q1 2026, filed 30 Apr 2026.