HWM
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HBE Wealth Management’s Dimensional US Targeted Value ETF DFAT Stock Holding History

HBE Wealth Management’s Portfolio DFAT Stock Details DFAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.19M Sell
31,364
-152
-0.5% -$10.2K 1.57% 14
2026
Q1 		$1.97M Sell
31,516
-2,426
-7% -$154K 1.72% 14
2025
Q4 		$2.02M Buy
+33,942
New +$1.98M 1.9% 12

Other funds holding DFAT

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $7.86B AUM 19.64% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JTWM
Jackson Thornton Wealth Management Montgomery, Alabama $1.26B AUM 29.39% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return

HBE Wealth Management's DFAT Position: Q2 2026 in Review

HBE Wealth Management reduced its Dimensional US Targeted Value ETF (DFAT) stake by 0.48% in Q2 2026, selling an estimated $10.2K and leaving 31,364 shares worth $2.19M. The position accounts for 1.57% of the portfolio, ranked #14.

HBE Wealth Management first reported a position in DFAT in Q4 2025 and has held it in 3 quarters since. 853 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • HBE Wealth Management held 31,364 shares of Dimensional US Targeted Value ETF worth $2.19M as of Q2 2026.
  • HBE Wealth Management sold 152 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $10.2K.
  • Dimensional US Targeted Value ETF made up 1.57% of HBE Wealth Management's portfolio in Q2 2026, its #14 holding.
  • HBE Wealth Management first reported a position in Dimensional US Targeted Value ETF in Q4 2025 and has held it in 3 quarters since.
  • 853 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

Based on HBE Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.