HWA
DFSD

HHM Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

HHM Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-315
Closed -$15.1K – 920
2026
Q1 		$15.1K Hold
315
– – ﹤0.01% 555
2025
Q4 		$15.1K Hold
315
– – ﹤0.01% 543
2025
Q3 		$15.2K Buy
+315
New +$15.2K ﹤0.01% 558

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 315 shares — an estimated $15.1K sold.

HHM Wealth Advisors first reported a position in DFSD in Q3 2025 and held it in 3 quarters. The position peaked at $15.2K in Q3 2025. 107 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 315 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $15.1K.
  • HHM Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $15.2K in Q3 2025.
  • 107 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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