HWA
DFUV icon

HHM Wealth Advisors’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

HHM Wealth Advisors’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,019
Closed -$49.4K – 922
2026
Q1 		$49.4K Hold
1,019
– – 0.01% 372
2025
Q4 		$47.5K Hold
1,019
– – 0.01% 371
2025
Q3 		$45.5K Buy
+1,019
New +$44.4K 0.01% 388

Other funds holding DFUV

TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TCOTS
Trust Company of the South Greensboro, North Carolina $710M AUM 26.71% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Dimensional US Marketwide Value ETF (DFUV) in Q2 2026, closing a stake of 1,019 shares — an estimated $49.4K sold.

HHM Wealth Advisors first reported a position in DFUV in Q3 2025 and held it in 3 quarters. The position peaked at $49.4K in Q1 2026. 371 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • HHM Wealth Advisors reported no remaining Dimensional US Marketwide Value ETF position as of Q2 2026 after selling out during the quarter.
  • HHM Wealth Advisors sold 1,019 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $49.4K.
  • HHM Wealth Advisors first reported a position in Dimensional US Marketwide Value ETF in Q3 2025 and held it in 3 quarters.
  • HHM Wealth Advisors's Dimensional US Marketwide Value ETF position peaked at $49.4K in Q1 2026.
  • 371 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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