Hmv Wealth Advisors Q2 2026 Portfolio Activity: Significant ETF Purchases & Sales Observed

As reported by InsiderSet data covering the period up to June 30, 2026, Hmv Wealth Advisors Llc has shown notable activity within their investment portfolio. The firm manages a substantial total portfolio value of $251,741,723 as of this date.

One significant change observed during the quarter was the reduction in shares held for AVUV (American Century ETF TR). This position saw a decrease of 18,526 shares (-8.59%), resulting in its portfolio allocation dropping from approximately 10% to 9.58%. For more details on this fund, you can visit AVUV.

Conversely, Hmv Wealth Advisors demonstrated strong buying interest in several Dimensional ETF Trust funds during Q2 2026. The firm significantly increased its position in DFUS (Dimensional ETF TR), adding over 40,000 shares for a total change percentage of 770.4%. This allocation now stands at 1.46%, and you can find more information about this fund here.

Other Dimensional ETFs also showed substantial growth in their portfolios according to the filing data: DUHP (added 32,810 shares or +25.8% change), DFEM (added 23,020 shares or +6.68%), and DIHP (added 32,140 shares or +16.55%). These additions reflect a strategic expansion into certain Dimensional offerings during the quarter.

Furthermore, purchases were noted in SPDR Series Trust funds SPTM and SDY, which saw their allocations increase to 0.65% and 0.37%, respectively. The firm also added shares to VEA (Vanguard Tax-Managed Fund) bringing its allocation up slightly.

In summary, Hmv Wealth Advisors' portfolio for Q2 2026 displayed a mix of strategic reductions and significant new purchases or increased positions in various Dimensional ETFs. For further analysis on the investment firm itself, please refer to their profile here.