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HFM INVESTMENT ADVISORS, LLC 13F portfolio summary

HFM INVESTMENT ADVISORS, LLC of HFM INVESTMENT ADVISORS, LLC has 1293 current stock holdings with a reported portfolio value of $285.2M. The portfolio 1 year return is +17.09%. Top holdings include DFAC (40.17%), DFAX (19.83%), DFCF (11.94%), DFNM (7.27%), DUHP (7.01%).

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HFM INVESTMENT ADVISORS, LLC

HFM INVESTMENT ADVISORS, LLC
Latest filing: 2026-06-30

HFM INVESTMENT ADVISORS, LLC runs HFM INVESTMENT ADVISORS, LLC and currently holds 1,293 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $285.18M. Their top holdings are DFAC, DFAX, DFCF, DFNM, DUHP. The top five represent 86.2% of reported portfolio weight. HFM INVESTMENT ADVISORS, LLC ranks #787 out of 1000 investors tracked by Alpha Score. They added to 66 existing positions. They trimmed 29 positions. Their current best-performing preview position is SNDK with returns of +258.01%.

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Top 5 Holdings
DFAC40.2%
DFAX19.8%
DFCF11.9%
DFNM7.3%
DUHP7.0%
Top 5: 86.2%
Portfolio Returns
1 Year
+17.09%
#806/1000
3 Year
+33.77%
#769/1000
5 Year
+33.77%
#765/1000

Portfolio Value

$285.18M

Alpha Score

28.0

#787 of 1000

Holdings

1,293

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1,293 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
DFAC
DIMENSIONAL ETF TRUST
40.17%$33.15$45.61+37.59%
Trimmed
-1.47%
DFAX
DIMENSIONAL ETF TRUST
19.83%$26.28$38.13+45.09%
Trimmed
-1.94%
DFCF
DIMENSIONAL ETF TRUST
11.94%$42.16$41.48-1.61%
Added
+2.31%
DFNM
DIMENSIONAL ETF TRUST
7.27%$47.70$47.58-0.25%
Added
+19.69%
DUHP
DIMENSIONAL ETF TRUST
7.01%$35.80$42.39+18.41%
Added
+1.84%
DFGX
DIMENSIONAL ETF TRUST
3.63%$52.47$52.00-0.91%
Added
+1.80%
DFGR
DIMENSIONAL ETF TRUST
2.02%$26.42$29.46+11.51%
Trimmed
-3.12%
DFGP
DIMENSIONAL ETF TRUST
1.81%$54.54$53.25-2.37%
Added
+1.39%
AOA
ISHARES TR
0.52%$77.11$99.03+28.43%
Trimmed
-33.94%
VT
VANGUARD INTL EQUITY INDEX F
0.52%$117.16$160.80+37.25%
Trimmed
-19.15%

Showing 1-10 of 1,293