DOSSIER · 13F-HR · Q1 2026

HFM Investment Advisors, LLC

$260M in tracked AUM across 1,210 positions as of Q1 2026.

HI
CIK 0002067972 · last filed Mar 31, 2026
Total AUM
$260M
as of Q1 2026
Holdings
1,210
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

HFM Investment Advisors, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$102M2.6M39.2%
02
DFAX
DIMENSIONAL ETF TRUST
$53M1.6M20.4%
03
DFCF
DIMENSIONAL ETF TRUST
$33M788K12.8%
04
DUHP
DIMENSIONAL ETF TRUST
$17M470K6.6%
05
DFNM
DIMENSIONAL ETF TRUST
$17M358K6.6%
06
DFGX
DIMENSIONAL ETF TRUST
$10M190K3.8%
07
DFGR
DIMENSIONAL ETF TRUST
$5M205K2.1%
08
DFGP
DIMENSIONAL ETF TRUST
$5M93K1.9%
09
AOA
ISHARES TR
$2M23K0.8%
10
VT
VANGUARD INTL EQUITY INDEX F
$2M12K0.6%

Filing history

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