HFM Investment Advisors, LLC: 13F holdings
CIK 20679722026Q2
| Positions | 1,293 |
|---|
| Reported value | $285.2m |
|---|
| Filed | 2026-08-04 |
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Change since last quarter
| Positions | 1,293 (+83 vs prior quarter) |
|---|
| Reported value | $285.2m (+9.7%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 2,582,339 | $114.6m | 40.2% |
| DFAX DIMENSIONAL ETF TRUST | 1,534,860 | $56.5m | 19.8% |
| DFCF DIMENSIONAL ETF TRUST | 806,725 | $34.1m | 11.9% |
| DFNM DIMENSIONAL ETF TRUST | 428,712 | $20.7m | 7.3% |
| DIMENSIONAL ETF TRUST | 479,061 | $20.0m | 7.0% |
| DFGX DIMENSIONAL ETF TRUST | 193,410 | $10.4m | 3.6% |
| DFGR DIMENSIONAL ETF TRUST | 199,061 | $5.8m | 2.0% |
| DFGP DIMENSIONAL ETF TRUST | 94,751 | $5.2m | 1.8% |
| CCEP ISHARES TR | 15,128 | $1.5m | 0.5% |
| ACWI VANGUARD INTL EQUITY INDEX F | 9,404 | $1.5m | 0.5% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2067972")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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