HWA
DFCF icon

HHM Wealth Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

HHM Wealth Advisors’s Portfolio DFCF Stock Details DFCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-359
Closed -$15.3K – 887
2025
Q4 		$15.3K Hold
359
– – ﹤0.01% 541
2025
Q3 		$15.4K Buy
+359
New +$15.2K ﹤0.01% 556

Other funds holding DFCF

TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
TLFA
True Link Financial Advisors San Francisco, California $1.62B AUM 8.33% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.54B AUM 18.96% 1-Year Est. Return

HHM Wealth Advisors's DFCF Position: Q1 2026 in Review

HHM Wealth Advisors sold out of Dimensional Core Fixed Income ETF (DFCF) in Q1 2026, closing a stake of 359 shares — an estimated $15.3K sold.

HHM Wealth Advisors first reported a position in DFCF in Q3 2025 and held it in 2 quarters. The position peaked at $15.4K in Q3 2025. 481 funds tracked by Wall St. Rank hold DFCF as of Q1 2026.

  • HHM Wealth Advisors reported no remaining Dimensional Core Fixed Income ETF position as of Q1 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 359 Dimensional Core Fixed Income ETF shares in Q1 2026, an estimated $15.3K.
  • HHM Wealth Advisors first reported a position in Dimensional Core Fixed Income ETF in Q3 2025 and held it in 2 quarters.
  • HHM Wealth Advisors's Dimensional Core Fixed Income ETF position peaked at $15.4K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q1 2026.

Based on HHM Wealth Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.