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WorthPointe’s U.S. Vector Equity Portfolio ETF Class Shares DXUV Stock Holding History

WorthPointe’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 		$278K Buy
4,182
+5
+0.1% +$323 0.07% 103
2026
Q1 		$248K Buy
4,177
+277
+7% +$17K 0.07% 104
2025
Q4 		$233K Buy
+3,900
New +$230K 0.06% 122

Other funds holding DXUV

TWC
Tencap Wealth Coaching South Jordan, Utah $315M AUM
Beacon Pointe Advisors
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
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
American Trust
American Trust Lexington, Kentucky $1.3B AUM 22.28% 1-Year Est. Return
Pure Financial Advisors
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
Versant Capital Management
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
SC
Schubert & Co Mckinney, Texas $145M AUM 6.77% 1-Year Est. Return
LVZ Inc
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

WorthPointe's DXUV Position: Q2 2026 in Review

WorthPointe increased its U.S. Vector Equity Portfolio ETF Class Shares (DXUV) stake by 0.12% in Q2 2026, buying an estimated $323 and bringing the position to 4,182 shares worth $278K. The position accounts for 0.07% of the portfolio, ranked #103.

WorthPointe first reported a position in DXUV in Q4 2025 and has held it in 3 quarters since. 73 funds tracked by Wall St. Rank hold DXUV as of Q2 2026.

  • WorthPointe held 4,182 shares of U.S. Vector Equity Portfolio ETF Class Shares worth $278K as of Q2 2026.
  • WorthPointe bought 5 U.S. Vector Equity Portfolio ETF Class Shares shares in Q2 2026, an estimated $323.
  • U.S. Vector Equity Portfolio ETF Class Shares made up 0.07% of WorthPointe's portfolio in Q2 2026, its #103 holding.
  • WorthPointe first reported a position in U.S. Vector Equity Portfolio ETF Class Shares in Q4 2025 and has held it in 3 quarters since.
  • 73 funds tracked by Wall St. Rank held U.S. Vector Equity Portfolio ETF Class Shares as of Q2 2026.

Based on WorthPointe's 13F filing for Q2 2026, filed 31 Jul 2026.