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True Wealth Design’s DXP Enterprises DXPE Stock Holding History

True Wealth Design’s Portfolio DXPE Stock Details DXPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.09K Hold
6
– – ﹤0.01% 1909
2026
Q2 		$1.01K Hold
6
– – ﹤0.01% 1970
2026
Q1 		$839 Hold
6
– – ﹤0.01% 1873
2025
Q4 		$659 Hold
6
– – ﹤0.01% 1857
2025
Q3 		$715 Hold
6
– – ﹤0.01% 1879
2025
Q2 		$526 Sell
6
-3
-33% -$250 ﹤0.01% 1720
2025
Q1 		$741 Buy
9
+3
+50% +$277 ﹤0.01% 1391
2024
Q4 		$496 Buy
+6
New +$394 ﹤0.01% 1090

Other funds holding DXPE

WA
Wasatch Advisors Salt Lake City, Utah $13.5B AUM 16.58% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
OLA
Oliver Luxxe Assets Gladstone, New Jersey $638M AUM 30.27% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
ACM
Argent Capital Management St Louis, Missouri $3.14B AUM 31.36% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

True Wealth Design's DXPE Position: Q3 2026 in Review

True Wealth Design held its DXP Enterprises (DXPE) position steady in Q3 2026 at 6 shares worth $1.09K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

True Wealth Design first reported a position in DXPE in Q4 2024 and has held it in 8 quarters since. 22 funds tracked by Wall St. Rank hold DXPE as of Q3 2026.

  • True Wealth Design held 6 shares of DXP Enterprises worth $1.09K as of Q3 2026.
  • True Wealth Design left its DXP Enterprises share count unchanged in Q3 2026.
  • DXP Enterprises made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1909 holding.
  • True Wealth Design first reported a position in DXP Enterprises in Q4 2024 and has held it in 8 quarters since.
  • 22 funds tracked by Wall St. Rank held DXP Enterprises as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.