WAU
DXUV

Wellington-Altus USA’s Dimensional US Vector Equity ETF DXUV Stock Holding History

Wellington-Altus USA’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 		$113K Sell
1,900
-3,090
-62% -$199K 0.08% 203
2026
Q1 		$332K Buy
+4,990
New +$306K 0.2% 108

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

Wellington-Altus USA's DXUV Position: Q2 2026 in Review

Wellington-Altus USA reduced its Dimensional US Vector Equity ETF (DXUV) stake by 62% in Q2 2026, selling an estimated $199K and leaving 1,900 shares worth $113K. The position accounts for 0.08% of the portfolio, ranked #203.

Wellington-Altus USA first reported a position in DXUV in Q1 2026 and has held it in 2 quarters since. The position peaked at $332K in Q1 2026. 72 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • Wellington-Altus USA held 1,900 shares of Dimensional US Vector Equity ETF worth $113K as of Q2 2026.
  • Wellington-Altus USA sold 3,090 Dimensional US Vector Equity ETF shares in Q2 2026, an estimated $199K.
  • Dimensional US Vector Equity ETF made up 0.08% of Wellington-Altus USA's portfolio in Q2 2026, its #203 holding.
  • Wellington-Altus USA first reported a position in Dimensional US Vector Equity ETF in Q1 2026 and has held it in 2 quarters since.
  • Wellington-Altus USA's Dimensional US Vector Equity ETF position peaked at $332K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Dimensional US Vector Equity ETF as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.