account_balance

Investment manager · 13F filer · SEC CIK 2067972

HFM Investment Advisors, LLC

Reported value$278Mas of Sep 30, 2026
Positions68 2 new, 1,228 sold out
Top 10 weight95.9%DFAC alone is 38%
FiledNov 1243 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFAC Dimensional ETF Trust 37.7% Trimmed −9%
DFAX Dimensional ETF Trust 20.9% Added +2%
DFCF Dimensional ETF Trust 12.4% Added +7%
DUHP Dfa Invt Dimensions Group In 7.1% Held
DFNM Dimensional ETF Trust 6.8% Trimmed −4%
DFGX Dimensional ETF Trust 3.8% Added +6%
DFAC Dimensional ETF Trust 2.9% Trimmed −93%
DFGR Dimensional ETF Trust 2.0% Added +3%
DFGP Dimensional ETF Trust 1.9% Added +7%
VT Vanguard Intl Equity Index F 0.5% Held
AOA iShares Tr 0.5% Held
JNJ Johnson & Johnson 0.5% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 12, 2026, compared with the Aug 4, 2026 filing
add_circleNew
  • XOM $740K
  • XHLF $121
arrow_upwardAdded
  • DFCF +7%
  • DFGP +7%
  • DFGX +6%
  • DFGR +3%
arrow_downwardTrimmed
  • DFAC −93%
  • DFAC −9%
  • DFNM −4%
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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