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HHM Wealth Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

HHM Wealth Advisors’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-406
Closed -$14.5K – 916
2026
Q1 		$14.5K Hold
406
– – ﹤0.01% 566
2025
Q4 		$13.7K Hold
406
– – ﹤0.01% 563
2025
Q3 		$12.9K Buy
+406
New +$12.6K ﹤0.01% 592

Other funds holding DFEV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional Emerging Markets Value ETF (DFEV) in Q2 2026, closing a stake of 406 shares — an estimated $14.5K sold.

HHM Wealth Advisors first reported a position in DFEV in Q3 2025 and held it in 3 quarters. The position peaked at $14.5K in Q1 2026. 291 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional Emerging Markets Value ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 406 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $14.5K.
  • HHM Wealth Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional Emerging Markets Value ETF position peaked at $14.5K in Q1 2026.
  • 291 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

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