HWA
DFIS icon

HHM Wealth Advisors’s Dimensional International Small Cap ETF DFIS Stock Holding History

HHM Wealth Advisors’s Portfolio DFIS Stock Details DFIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-407
Closed -$13.7K – 918
2026
Q1 		$13.7K Hold
407
– – ﹤0.01% 576
2025
Q4 		$13.4K Hold
407
– – ﹤0.01% 568
2025
Q3 		$12.9K Buy
+407
New +$12.5K ﹤0.01% 594

Other funds holding DFIS

MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
SPA
Shore Point Advisors Brielle, New Jersey $292M AUM 20.07% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $661M AUM 21.51% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional International Small Cap ETF (DFIS) in Q2 2026, closing a stake of 407 shares — an estimated $13.7K sold.

HHM Wealth Advisors first reported a position in DFIS in Q3 2025 and held it in 3 quarters. The position peaked at $13.7K in Q1 2026. 82 funds tracked by Wall St. Rank hold DFIS as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional International Small Cap ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 407 Dimensional International Small Cap ETF shares in Q2 2026, an estimated $13.7K.
  • HHM Wealth Advisors first reported a position in Dimensional International Small Cap ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional International Small Cap ETF position peaked at $13.7K in Q1 2026.
  • 82 funds tracked by Wall St. Rank held Dimensional International Small Cap ETF as of Q2 2026.

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