HFM Investment Advisors, LLC
CIK 0002067972 · GLASSBORO, NJ · Quarter end: 2026-06-30 · Filed on: 2026-08-04 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$285.2M
2026 Q2
Positions
1,293
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
94.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
40.2%
DFAX
DIMENSIONAL ETF TRUST
19.8%
DFCF
DIMENSIONAL ETF TRUST
11.9%
DFNM
DIMENSIONAL ETF TRUST
7.3%
DUHP
DIMENSIONAL ETF TRUST
7.0%
DFGX
DIMENSIONAL ETF TRUST
3.6%
DFGR
DIMENSIONAL ETF TRUST
2.0%
DFGP
DIMENSIONAL ETF TRUST
1.8%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.