HHM Wealth Advisors
DFIV icon

HHM Wealth Advisors’s Dimensional International Value ETF DFIV Stock Holding History

HHM Wealth Advisors’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-279
Closed -$14.7K – 919
2026
Q1 		$14.7K Hold
279
– – ﹤0.01% 562
2025
Q4 		$13.9K Hold
279
– – ﹤0.01% 557
2025
Q3 		$12.9K Buy
+279
New +$12.5K ﹤0.01% 595

Other funds holding DFIV

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Mercer Global Advisors
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PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional International Value ETF (DFIV) in Q2 2026, closing a stake of 279 shares — an estimated $14.7K sold.

HHM Wealth Advisors first reported a position in DFIV in Q3 2025 and held it in 3 quarters. The position peaked at $14.7K in Q1 2026. 899 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional International Value ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 279 Dimensional International Value ETF shares in Q2 2026, an estimated $14.7K.
  • HHM Wealth Advisors first reported a position in Dimensional International Value ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional International Value ETF position peaked at $14.7K in Q1 2026.
  • 899 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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