Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
HFM Investment Advisors, LLC (CIK 2067972) reported $285.2M across 1,292 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAC ($114.6M, 40.17%), DFAX ($56.5M, 19.83%), DFCF ($34.1M, 11.94%), DFNM ($20.7M, 7.27%), DUHP ($20.0M, 7.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $114.6M | 40.17% | 2.6M | Trimmed |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $56.5M | 19.83% | 1.5M | Trimmed |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $34.1M | 11.94% | 806,725 | Added |
| 4 | DFNM | DIMENSIONAL ETF TRUST | $20.7M | 7.27% | 428,712 | Added |
| 5 | DUHP | DIMENSIONAL ETF TRUST | $20.0M | 7.01% | 479,061 | Added |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $10.4M | 3.63% | 193,410 | Added |
| 7 | DFGR | DIMENSIONAL ETF TRUST | $5.8M | 2.02% | 199,061 | Trimmed |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $5.2M | 1.81% | 94,751 | Added |
| 9 | AOA | ISHARES TR | $1.5M | 0.52% | 15,128 | Trimmed |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $1.5M | 0.52% | 9,404 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $1.4M | 0.47% | 5,331 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $1.3M | 0.45% | 10,939 | Added |
| 13 | GE | GE AEROSPACE | $932,457 | 0.33% | 2,495 | Added |
| 14 | ROK | ROCKWELL AUTOMATION INC | $800,050 | 0.28% | 1,616 | Added |
| 15 | GEV | GE VERNOVA INC | $734,288 | 0.26% | 625 | Added |
| 16 | AOR | ISHARES TR | $568,528 | 0.20% | 8,181 | Trimmed |
| 17 | MMM | 3M CO | $561,504 | 0.20% | 3,468 | Added |
| 18 | IBM | INTERNATIONAL BUSINESS MACHS | $472,870 | 0.17% | 1,682 | Added |
| 19 | NVDA | NVIDIA CORPORATION | $401,781 | 0.14% | 2,008 | Added |
| 20 | AAPL | APPLE INC | $361,411 | 0.13% | 1,249 | Added |
| 21 | TSLA | TESLA INC | $353,304 | 0.12% | 840 | Added |
| 22 | CEG | CONSTELLATION ENERGY CORP | $251,103 | 0.09% | 1,011 | Trimmed |
| 23 | GOOG | ALPHABET INC | $216,238 | 0.08% | 612 | Added |
| 24 | AMZN | AMAZON COM INC | $204,973 | 0.07% | 860 | Added |
| 25 | MSFT | MICROSOFT CORP | $211,075 | 0.07% | 566 | Added |
Source: SEC Form 13F filings · as of 2026-06-30