HWA
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HMV Wealth Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

HMV Wealth Advisors’s Portfolio DFAE Stock Details DFAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$701K Hold
17,432
– – 0.27% 48
2026
Q1 		$590K Buy
17,432
+1,467
+9% +$51.3K 0.28% 44
2025
Q4 		$520K Hold
15,965
– – 0.26% 50
2025
Q3 		$503K Hold
15,965
– – 0.28% 51
2025
Q2 		$462K Buy
+15,965
New +$428K 0.3% 52

Other funds holding DFAE

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
AAS
Annex Advisory Services Brookfield, Wisconsin $5.86B AUM 21.83% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
PHWA
Petersen Hastings Wealth Advisors Kennewick, Washington $1.19B AUM
KFAA
Klaas Financial Asset Advisors Loves Park, Illinois $803M AUM 13.2% 1-Year Est. Return
GPWA
Great Point Wealth Advisors Boston, Massachusetts $619M AUM 14.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
WFA
West Financial Advisors Des Moines, Iowa $659M AUM 17.93% 1-Year Est. Return

HMV Wealth Advisors's DFAE Position: Q2 2026 in Review

HMV Wealth Advisors held its Dimensional Emerging Core Equity Market ETF (DFAE) position steady in Q2 2026 at 17,432 shares worth $701K. The position accounts for 0.27% of the portfolio, ranked #48.

HMV Wealth Advisors first reported a position in DFAE in Q2 2025 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold DFAE as of Q2 2026.

  • HMV Wealth Advisors held 17,432 shares of Dimensional Emerging Core Equity Market ETF worth $701K as of Q2 2026.
  • HMV Wealth Advisors left its Dimensional Emerging Core Equity Market ETF share count unchanged in Q2 2026.
  • Dimensional Emerging Core Equity Market ETF made up 0.27% of HMV Wealth Advisors's portfolio in Q2 2026, its #48 holding.
  • HMV Wealth Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q2 2025 and has held it in 5 quarters since.
  • 255 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q2 2026.

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