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HHM Wealth Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

HHM Wealth Advisors’s Portfolio DFAS Stock Details DFAS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-383
Closed -$27.2K – 914
2026
Q1 		$27.2K Hold
383
– – ﹤0.01% 459
2025
Q4 		$26.7K Hold
383
– – ﹤0.01% 450
2025
Q3 		$26.2K Buy
+383
New +$25.6K ﹤0.01% 468

Other funds holding DFAS

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
SCM
Stordahl Capital Management Greenwood Village, Colorado $546M AUM 20.31% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
DFS
Dixon Fnancial Services Lafayette, California $247M AUM 29.3% 1-Year Est. Return

HHM Wealth Advisors's DFAS Position: Q2 2026 in Review

HHM Wealth Advisors sold out of Dimensional US Small Cap ETF (DFAS) in Q2 2026, closing a stake of 383 shares — an estimated $27.2K sold.

HHM Wealth Advisors first reported a position in DFAS in Q3 2025 and held it in 3 quarters. The position peaked at $27.2K in Q1 2026. 327 funds tracked by Wall St. Rank hold DFAS as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional US Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 383 Dimensional US Small Cap ETF shares in Q2 2026, an estimated $27.2K.
  • HHM Wealth Advisors first reported a position in Dimensional US Small Cap ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional US Small Cap ETF position peaked at $27.2K in Q1 2026.
  • 327 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.