Petersen Hastings Wealth Advisors Inc.: ETF Purchases & Sales in Q2 2026
This analysis details the significant stock purchases and sales by Petersen Hastings Wealth Advisors Inc. during the second quarter of 2026, based on their latest filing.
According to data from InsiderSet, Petersen Hastings Wealth Advisors Inc. ('petersen-hastings-wealth-advisors-inc') reported substantial changes in their portfolio holdings for the period ending June 30, 2026.
The firm demonstrated a clear preference for broad-based ETFs this quarter, with several Dimensional Fund and iShares funds seeing significant share increases. Notably, DIMENSIONAL ETF TRUST (DFCF) experienced the largest increase in shares held by Petersen Hastings, growing by 7.6% quarter-over-quarter to represent a substantial 17.42% allocation of their total portfolio value.
In addition to DFCF's significant growth, other Dimensional ETFs also saw notable increases: DIMENSIONAL ETF TRUST (DIHP) increased by 1.47%, and DIMENSIONAL ETF TRUST (DFIV), despite a slight decrease of -1.61% in shares, still holds considerable weight at around 5%. Furthermore, the firm boosted their position in DIMENSIONAL ETF TRUST (DFAE) by over 5 million shares.
The investment advisor also showed strong interest in iShares products, specifically increasing holdings of ISHARES TR (IGIB), which saw a nearly 6.7% increase in shares and now accounts for about 9.37% of the portfolio.
Conversely, Petersen Hastings sold or reduced positions in several American Century ETFs this quarter, including AMERICAN CENTY ETF TR (AVLV), which decreased by 2.81% and now holds a slightly lower allocation of around 15%. Similarly, AMERICAN CENTY ETF TR (AVDV) saw a reduction in its portfolio_percentage_allocation.
The firm also trimmed their position in Vanguard's AVUV fund (VANGUARD INDEX FDS (AVUV)) by 2.22%, though it remains a notable holding at about 6.25%. However, the most striking reduction was in DIMENSIONAL ETF TRUST (DFAE), which experienced a significant decrease of -5.1%.
Furthermore, Petersen Hastings disclosed a substantial purchase of shares in VANGUARD INDEX FDS (VUG). This fund saw an increase of 7617 shares, representing a massive 226.56% change from the previous quarter.
Overall, Petersen Hastings' portfolio shows active management focused on ETFs across various sectors, with Technology and Financial Services being particularly prominent due to holdings like APPLE INC (AAPL) and US BANCORP (USB).