VPWA
DXUV

Vestia Personal Wealth Advisors’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Vestia Personal Wealth Advisors’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 		$1.23M Buy
20,806
+11,895
+133% +$731K 0.58% 30
2025
Q4 		$552K Sell
8,911
-725
-8% -$42.7K 0.28% 48
2025
Q3 		$563K Buy
9,636
+3,708
+63% +$210K 0.33% 43
2025
Q2 		$321K Buy
5,928
+1,156
+24% +$58.5K 0.22% 69
2025
Q1 		$240K Buy
+4,772
New +$253K 0.19% 77

Other funds holding DXUV

TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
BWS
BCR Wealth Strategies Vestavia, Alabama $356M AUM 16.98% 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 $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 $1.13B 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

Vestia Personal Wealth Advisors's DXUV Position: Q1 2026 in Review

Vestia Personal Wealth Advisors increased its Dimensional US Vector Equity ETF (DXUV) stake by 133% in Q1 2026, buying an estimated $731K and bringing the position to 20,806 shares worth $1.23M. The position accounts for 0.58% of the portfolio, ranked #30.

Vestia Personal Wealth Advisors first reported a position in DXUV in Q1 2025 and has held it in 5 quarters since. 52 funds tracked by Wall St. Rank hold DXUV as of Q1 2026.

  • Vestia Personal Wealth Advisors held 20,806 shares of Dimensional US Vector Equity ETF worth $1.23M as of Q1 2026.
  • Vestia Personal Wealth Advisors bought 11,895 Dimensional US Vector Equity ETF shares in Q1 2026, an estimated $731K.
  • Dimensional US Vector Equity ETF made up 0.58% of Vestia Personal Wealth Advisors's portfolio in Q1 2026, its #30 holding.
  • Vestia Personal Wealth Advisors first reported a position in Dimensional US Vector Equity ETF in Q1 2025 and has held it in 5 quarters since.
  • 52 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q1 2026.

Based on Vestia Personal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.