SEC Form 13F

HFM Investment Advisors, LLC 13F Holdings

Inspect HFM Investment Advisors, LLC's 2026-06-30 SEC 13F positions, public filing date, amendments and original receipt.

As of 2026-08-05T03:59:59.999Z

Report period
2026-06-30
Publicly available
2026-08-05
Reported value
$285,179,602
Positions
1,293

Read this manager's filing book

Step 1 of 3

Disclosed positions

HFM Investment Advisors, LLC: source evidence dated 2026-08-05T03:59:59.999Z.

Issuer
DIMENSIONAL ETF TRUST
Ticker
DFAC
Class
US COR EQU 2 ETF
Reported value
$114,552,526
Reported amount
2,582,339
Unit
SH
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

What was reported for this quarter?

13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.

SEC 13F-HR: 0002067972-26-000008
What you should see

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Step 3 of 3

Browse institutional filings

Open the effective filing receipt and inspect shares, value and any put/call classification separately.

Browse institutional filings
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Disclosed positions

See the complete disclosed positions

Scroll sideways to compare all columns. Select a heading to sort.

DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$114,552,5262,582,339SHNone
DIMENSIONAL ETF TRUSTDFAXWORLD EX US CORE$56,544,1921,534,860SHNone
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$34,051,845806,725SHNone
DIMENSIONAL ETF TRUSTDFNMNATL MUN BD ETF$20,721,841428,712SHNone
DIMENSIONAL ETF TRUSTDUHPUS HIGH PROF ETF$19,991,197479,061SHNone
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$10,365,744193,410SHNone
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$5,766,794199,061SHNone
DIMENSIONAL ETF TRUSTDFGPGLOB CO PLUS ETF$5,160,12794,751SHNone
ISHARES TRAOACORE 80 20 ETF$1,476,36415,128SHNone
VANGUARD INTL EQUITY INDEX FVTTT WRLD ST ETF$1,475,8079,404SHNone
JOHNSON & JOHNSONJNJCOM$1,353,7035,331SHNone
CISCO SYS INCCSCOCOM$1,284,89510,939SHNone
GE AEROSPACEGECOM NEW$932,4572,495SHNone
ROCKWELL AUTOMATION INCROKCOM$800,0501,616SHNone
GE VERNOVA INCGEVCOM$734,288625SHNone
ISHARES TRAORCORE 60 BALA ETF$568,5288,181SHNone
3M COMMMCOM$561,5043,468SHNone
INTERNATIONAL BUSINESS MACHSIBMCOM$472,8701,682SHNone
NVIDIA CORPORATIONNVDACOM$401,7812,008SHNone
APPLE INCAAPLCOM$361,4111,249SHNone
TESLA INCTSLACOM$353,304840SHNone
CONSTELLATION ENERGY CORPCEGCOM$251,1031,011SHNone
ALPHABET INCGOOGCAP STK CL C$216,238612SHNone
MICROSOFT CORPMSFTCOM$211,075566SHNone
AMAZON COM INCAMZNCOM$204,973860SHNone
ADVANCED MICRO DEVICES INCAMDCOM$181,244312SHNone
PROCTER & GAMBLE COPGCOM$170,3961,162SHNone
INTEL CORPINTCCOM$167,8361,202SHNone
ELI LILLY & COLLYCOM$164,158137SHNone
BRISTOL-MYERS SQUIBB COBMYCOM$162,0592,813SHNone
ALPHABET INCGOOGLCAP STK CL A$146,880411SHNone
EXELON CORPEXCCOM$143,3573,075SHNone
SENECA FOODS CORP NEWSENEACL A$139,152800SHNone
SENECA FOODS CORP NEWSENEBCL B$138,896800SHNone
SPDR SERIES TRUSTSPYMST STR P500ETF$115,0081,309SHNone
SPDR SERIES TRUSTSPSBST SHOR CORP ETF$112,4783,748SHNone
J P MORGAN EXCHANGE TRADED FJSCPSHORT DURA CORE$112,2532,381SHNone
NORTHROP GRUMMAN CORPNOCCOM$105,457208SHNone
BROADCOM INCAVGOCOM$105,393279SHNone
ELEVANCE HEALTH INC FORMERLYELVCOM$98,085254SHNone
VANGUARD TAX-MANAGED FDSVEAVAN FTSE DEV MKT$90,3491,269SHNone
J P MORGAN EXCHANGE TRADED FJPSTULTRA SHRT ETF$90,2381,785SHNone
META PLATFORMS INCMETACL A$87,874156SHNone
ISHARES TRAOMCORE 40 MODE ETF$81,6421,637SHNone
SONIDA SENIOR LIVING INCSNDACOM$81,2331,991SHNone
JPMORGAN CHASE & COJPMCOM$75,941232SHNone
SOLVENTUM CORPSOLVCOM SHS$66,735865SHNone
CONSOLIDATED EDISON INCEDCOM$55,501502SHNone
MICRON TECHNOLOGY INCMUCOM$54,25247SHNone
REPUBLIC SVCS INCRSGCOM$49,222232SHNone

Largest 50 positions by reported value; the filing may contain more positions.

How amendments affect these holdings

This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 3 positions lack a resolved ticker and 0 positions are put or call entries.

A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.

Quarter end and public filing date

Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.

Aurora · AI research assistant

Try this in Aurora

Edit the request, then open it in Aurora. You choose when to send it.