HFM Investment Advisors, LLC
1,214 holdingsFiling period: 2026-03-31Current AUM: $282.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.62M | $101.8M | $116.6M | 41.22% | +37.9K | 2026-03-31 |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.57M | $53.2M | $57.1M | 20.20% | -26,809 | 2026-03-31 |
| 3 | DFCF | DIMENSIONAL ETF TRUST | 788.5K | $33.3M | $32.7M | 11.57% | +70.9K | 2026-03-31 |
| 4 | DUHP | DIMENSIONAL ETF TRUST | 470.4K | $17.3M | $19.4M | 6.85% | +17.2K | 2026-03-31 |
| 5 | DFNM | DIMENSIONAL ETF TRUST | 358.2K | $17.2M | $17.1M | 6.03% | -8,545 | 2026-03-31 |
| 6 | DFGX | DIMENSIONAL ETF TRUST | 190.0K | $10.0M | $9.9M | 3.51% | +20.0K | 2026-03-31 |
| 7 | DFGR | DIMENSIONAL ETF TRUST | 205.5K | $5.5M | $6.1M | 2.16% | +19.6K | 2026-03-31 |
| 8 | DFGP | DIMENSIONAL ETF TRUST | 93.4K | $5.0M | $5.0M | 1.76% | +10.0K | 2026-03-31 |
| 9 | AOA | ISHARES TR | 22.9K | $2.0M | $2.2M | 0.78% | -3,038 | 2026-03-31 |
| 10 | VT | VANGUARD INTL EQUITY INDEX F | 11.6K | $1.6M | $1.8M | 0.64% | -415 | 2026-03-31 |
| 11 | JNJ | JOHNSON & JOHNSON | 5.6K | $1.4M | $1.4M | 0.50% | -135 | 2026-03-31 |
| 12 | CSCO | CISCO SYS INC | 10.9K | $844K | $1.3M | 0.45% | -- | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 4.4K | $745K | $683K | 0.24% | +11 | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 4.4K | $745K | $683K | 0.24% | +11 | 2026-03-31 |
| 15 | AOR | ISHARES TR | 11.3K | $725K | $772K | 0.27% | -757 | 2026-03-31 |
| 16 | GE | GE AEROSPACE | 2.5K | $706K | $896K | 0.32% | +235 | 2026-03-31 |
| 17 | ROK | ROCKWELL AUTOMATION INC | 1.6K | $578K | $773K | 0.27% | -1 | 2026-03-31 |
| 18 | GEV | GE VERNOVA INC | 621 | $542K | $615K | 0.22% | +52 | 2026-03-31 |
| 19 | MMM | 3M CO | 3.5K | $501K | $608K | 0.21% | -30 | 2026-03-31 |
| 20 | IBM | INTERNATIONAL BUSINESS MACHS | 1.7K | $404K | $373K | 0.13% | -14 | 2026-03-31 |
| 21 | TSLA | TESLA INC | 830 | $308K | $258K | 0.09% | -- | 2026-03-31 |
| 22 | NVDA | NVIDIA CORPORATION | 1.7K | $290K | $334K | 0.12% | +10 | 2026-03-31 |
| 23 | CEG | CONSTELLATION ENERGY CORP | 1.0K | $286K | $269K | 0.10% | -- | 2026-03-31 |
| 24 | AAPL | APPLE INC | 1.0K | $259K | $315K | 0.11% | -79 | 2026-03-31 |
| 25 | SPYM | SPDR SERIES TRUST | 2.3K | $172K | $198K | 0.07% | +1.1K | 2026-03-31 |
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