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HHM Wealth Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

HHM Wealth Advisors’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 		– Sell
-396
Closed -$24.7K – 915
2026
Q1 		$24.7K Hold
396
– – ﹤0.01% 473
2025
Q4 		$23.6K Hold
396
– – ﹤0.01% 471
2025
Q3 		$23.1K Buy
+396
New +$22.6K ﹤0.01% 489

Other funds holding DFAT

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $377M AUM 28.95% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional US Targeted Value ETF (DFAT) in Q2 2026, closing a stake of 396 shares — an estimated $24.7K sold.

HHM Wealth Advisors first reported a position in DFAT in Q3 2025 and held it in 3 quarters. The position peaked at $24.7K in Q1 2026. 408 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional US Targeted Value ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 396 Dimensional US Targeted Value ETF shares in Q2 2026, an estimated $24.7K.
  • HHM Wealth Advisors first reported a position in Dimensional US Targeted Value ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional US Targeted Value ETF position peaked at $24.7K in Q1 2026.
  • 408 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q2 2026.

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