DOSSIER · 13F-HR · Q2 2026

HFM Investment Advisors, LLC

$285M in tracked AUM across 1,293 positions as of Q2 2026.

HI
CIK 0002067972 · last filed Jun 30, 2026
Total AUM
$285M
as of Q2 2026
Holdings
1,293
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

HFM Investment Advisors, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$115M2.6M40.2%
02
DFAX
DIMENSIONAL ETF TRUST
$57M1.5M19.8%
03
DFCF
DIMENSIONAL ETF TRUST
$34M807K11.9%
04
DFNM
DIMENSIONAL ETF TRUST
$21M429K7.3%
05
DUHP
DIMENSIONAL ETF TRUST
$20M479K7.0%
06
DFGX
DIMENSIONAL ETF TRUST
$10M193K3.6%
07
DFGR
DIMENSIONAL ETF TRUST
$6M199K2.0%
08
DFGP
DIMENSIONAL ETF TRUST
$5M95K1.8%
09
AOA
ISHARES TR
$1M15K0.5%
10
VT
VANGUARD INTL EQUITY INDEX F
$1M9K0.5%

Filing history

2026Q2Jun 30
$285M▲ 9.7%
1,293 positionsView →
2026Q1Mar 31
$260M▲ 1.7%
1,210 positionsView →
2025Q4Dec 31
$256M▲ 3.8%
1,278 positionsView →
2025Q3Sep 30
$246M▲ 8.4%
1,267 positionsLocked
2025Q2Jun 30
$227M▲ 14.7%
1,287 positionsLocked
2025Q1Mar 31
$198M—
551 positionsLocked