HWA
DFUS

HHM Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

HHM Wealth Advisors’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-331
Closed -$23.5K – 921
2026
Q1 		$23.5K Sell
331
-250
-43% -$18.5K ﹤0.01% 482
2025
Q4 		$43.1K Hold
581
– – 0.01% 385
2025
Q3 		$42.1K Buy
+581
New +$40.5K ﹤0.01% 396

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional US Equity ETF (DFUS) in Q2 2026, closing a stake of 331 shares — an estimated $23.5K sold.

HHM Wealth Advisors first reported a position in DFUS in Q3 2025 and held it in 3 quarters. The position peaked at $43.1K in Q4 2025. 871 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional US Equity ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 331 Dimensional US Equity ETF shares in Q2 2026, an estimated $23.5K.
  • HHM Wealth Advisors first reported a position in Dimensional US Equity ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional US Equity ETF position peaked at $43.1K in Q4 2025.
  • 871 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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