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 $260.0M across 1,195 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($101.8M, 39.16%), DFAX ($53.2M, 20.45%), DFCF ($33.3M, 12.80%), DUHP ($17.3M, 6.65%), DFNM ($17.2M, 6.60%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $101.8M | 39.16% | 2.6M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $53.2M | 20.45% | 1.6M | Trimmed |
| 3 | DFCF | DIMENSIONAL ETF TRUST | $33.3M | 12.80% | 788,499 | Added |
| 4 | DUHP | DIMENSIONAL ETF TRUST | $17.3M | 6.65% | 470,386 | Added |
| 5 | DFNM | DIMENSIONAL ETF TRUST | $17.2M | 6.60% | 358,188 | Trimmed |
| 6 | DFGX | DIMENSIONAL ETF TRUST | $10.0M | 3.83% | 189,982 | Added |
| 7 | DFGR | DIMENSIONAL ETF TRUST | $5.5M | 2.10% | 205,466 | Added |
| 8 | DFGP | DIMENSIONAL ETF TRUST | $5.0M | 1.94% | 93,449 | Added |
| 9 | AOA | ISHARES TR | $2.0M | 0.78% | 22,899 | Trimmed |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | $1.6M | 0.62% | 11,632 | Trimmed |
| 11 | JNJ | JOHNSON & JOHNSON | $1.4M | 0.52% | 5,556 | Trimmed |
| 12 | CSCO | CISCO SYS INC | $844,102 | 0.32% | 10,879 | Hold |
| 13 | XOM | EXXON MOBIL CORP | $745,672 | 0.29% | 4,395 | Added |
| 14 | AOR | ISHARES TR | $725,798 | 0.28% | 11,278 | Trimmed |
| 15 | GE | GE AEROSPACE | $706,020 | 0.27% | 2,488 | Added |
| 16 | ROK | ROCKWELL AUTOMATION INC | $578,156 | 0.22% | 1,611 | Trimmed |
| 17 | GEV | GE VERNOVA INC | $542,071 | 0.21% | 621 | Added |
| 18 | MMM | 3M CO | $501,334 | 0.19% | 3,452 | Trimmed |
| 19 | IBM | INTERNATIONAL BUSINESS MACHS | $404,930 | 0.16% | 1,670 | Trimmed |
| 20 | TSLA | TESLA INC | $308,553 | 0.12% | 830 | Hold |
| 21 | CEG | CONSTELLATION ENERGY CORP | $286,790 | 0.11% | 1,027 | Hold |
| 22 | NVDA | NVIDIA CORPORATION | $290,899 | 0.11% | 1,668 | Added |
| 23 | AAPL | APPLE INC | $259,373 | 0.10% | 1,022 | Trimmed |
| 24 | SPLG | SPDR SERIES TRUST | $172,298 | 0.07% | 2,251 | Added |
| 25 | BMY | BRISTOL-MYERS SQUIBB CO | $166,051 | 0.06% | 2,737 | Added |
Source: SEC Form 13F filings · as of 2026-03-31