HWA
DFUS

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

HMV 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 		$3.76M Buy
45,870
+40,600
+770% +$3.21M 1.46% 20
2026
Q1 		$374K Sell
5,270
-1,025
-16% -$76K 0.18% 62
2025
Q4 		$467K Hold
6,295
– – 0.23% 51
2025
Q3 		$456K Hold
6,295
– – 0.25% 54
2025
Q2 		$422K Hold
6,295
– – 0.28% 55
2025
Q1 		$381K Buy
+6,295
New +$402K 0.3% 59

Other funds holding DFUS

PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FFM
Flagstone Financial Management Lincoln, Nebraska $447M AUM 16.79% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CFO
Colony Family Offices Charlotte, North Carolina $455M AUM 21.83% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return

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

HMV Wealth Advisors increased its Dimensional US Equity ETF (DFUS) stake by 770% in Q2 2026, buying an estimated $3.21M and bringing the position to 45,870 shares worth $3.76M. The position accounts for 1.46% of the portfolio, ranked #20.

HMV Wealth Advisors first reported a position in DFUS in Q1 2025 and has held it in 6 quarters since. 311 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • HMV Wealth Advisors held 45,870 shares of Dimensional US Equity ETF worth $3.76M as of Q2 2026.
  • HMV Wealth Advisors bought 40,600 Dimensional US Equity ETF shares in Q2 2026, an estimated $3.21M.
  • Dimensional US Equity ETF made up 1.46% of HMV Wealth Advisors's portfolio in Q2 2026, its #20 holding.
  • HMV Wealth Advisors first reported a position in Dimensional US Equity ETF in Q1 2025 and has held it in 6 quarters since.
  • 311 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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