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HHM Wealth Advisors’s U.S. Targeted Value Portfolio ETF Class Shares 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

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

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

HHM Wealth Advisors sold out of U.S. Targeted Value Portfolio ETF Class Shares (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. 861 funds tracked by Wall St. Rank hold DFAT as of Q2 2026.

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

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