Filed: 7/22/2025ACC: 0002067972-25-000004
📋 What this filing means
HFM INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1287 equity positions with a total reported market value of $227.49M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1287
Positions
$227.49M
Total AUM (reported)
6.09M
Total Shares
Allocation by class
US CORE EQUITY 2$91.70M40.3%
WORLD EX US CORE$46.42M20.4%
CORE FIXED INCOM$26.19M11.5%
NATL MUN BD ETF$17.55M7.7%
US HIGH PROFITAB$15.48M6.8%
GLOBAL EX US COR$7.96M3.5%
COM$6.86M3.0%
Portfolio Concentration
Top 3$164.31M72.2%
4–10$52.91M23.3%
11–25$6.48M2.8%
Rest$3.80M1.7%
Top 3 weight
72.2%
Top 10 weight
95.5%
Voting Authority Distribution
Total shares with voting rights: 6.09M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
6.09M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1287
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1287
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.56M
TypeSH
Market value$91.70M
40.31%
Sole
0.00
Shared
0.00
None
2.56M
DIMENSIONAL ETF TRUST
SOLEShares1.58M
TypeSH
Market value$46.42M
20.40%
Sole
0.00
Shared
0.00
None
1.58M
DIMENSIONAL ETF TRUST
SOLEShares619.65K
TypeSH
Market value$26.19M
11.51%
Sole
0.00
Shared
0.00
None
619.65K
DIMENSIONAL ETF TRUST
SOLEShares370.08K
TypeSH
Market value$17.55M
7.72%
Sole
0.00
Shared
0.00
None
370.08K
DIMENSIONAL ETF TRUST
SOLEShares435.18K
TypeSH
Market value$15.48M
6.80%
Sole
0.00
Shared
0.00
None
435.18K
DIMENSIONAL ETF TRUST
SOLEShares149.13K
TypeSH
Market value$7.96M
3.50%
Sole
0.00
Shared
0.00
None
149.13K
DIMENSIONAL ETF TRUST
SOLEShares160.44K
TypeSH
Market value$4.30M
1.89%
Sole
0.00
Shared
0.00
None
160.44K
DIMENSIONAL ETF TRUST
SOLEShares73.51K
TypeSH
Market value$4.01M
1.76%
Sole
0.00
Shared
0.00
None
73.51K
ISHARES TR
SOLEShares25.68K
TypeSH
Market value$2.14M
0.94%
Sole
0.00
Shared
0.00
None
25.68K
VANGUARD INTL EQUITY INDEX F
SOLEShares11.44K
TypeSH
Market value$1.47M
0.65%
Sole
0.00
Shared
0.00
None
11.44K
JOHNSON & JOHNSON
SOLEShares5.61K
TypeSH
Market value$856.9K
0.38%
Sole
0.00
Shared
0.00
None
5.61K
CISCO SYS INC
SOLEShares10.80K
TypeSH
Market value$749.1K
0.33%
Sole
0.00
Shared
0.00
None
10.80K
ISHARES TR
SOLEShares12K
TypeSH
Market value$738.7K
0.32%
Sole
0.00
Shared
0.00
None
12K
GE AEROSPACE
SOLEShares2.24K
TypeSH
Market value$575.5K
0.25%
Sole
0.00
Shared
0.00
None
2.24K
ROCKWELL AUTOMATION INC
SOLEShares1.61K
TypeSH
Market value$535.8K
0.24%
Sole
0.00
Shared
0.00
None
1.61K
3M CO
SOLEShares3.45K
TypeSH
Market value$524.9K
0.23%
Sole
0.00
Shared
0.00
None
3.45K
INTERNATIONAL BUSINESS MACHS
SOLEShares1.64K
TypeSH
Market value$483.8K
0.21%
Sole
0.00
Shared
0.00
None
1.64K
EXXON MOBIL CORP
SOLEShares4.19K
TypeSH
Market value$451.4K
0.20%
Sole
0.00
Shared
0.00
None
4.19K
CONSTELLATION ENERGY CORP
SOLEShares1.01K
TypeSH
Market value$325.0K
0.14%
Sole
0.00
Shared
0.00
None
1.01K
GE VERNOVA INC
SOLEShares559.00
TypeSH
Market value$295.8K
0.13%
Sole
0.00
Shared
0.00
None
559.00
TESLA INC
SOLEShares753.00
TypeSH
Market value$239.2K
0.11%
Sole
0.00
Shared
0.00
None
753.00
J P MORGAN EXCHANGE TRADED F
SOLEShares4.04K
TypeSH
Market value$191.7K
0.08%
Sole
0.00
Shared
0.00
None
4.04K
SPDR SERIES TRUST
SOLEShares6.34K
TypeSH
Market value$191.5K
0.08%
Sole
0.00
Shared
0.00
None
6.34K
PROCTER AND GAMBLE CO
SOLEShares1.09K
TypeSH
Market value$174.1K
0.08%
Sole
0.00
Shared
0.00
None
1.09K
J P MORGAN EXCHANGE TRADED F
SOLEShares2.87K
TypeSH
Market value$145.5K
0.06%
Sole
0.00
Shared
0.00
None
2.87K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.56M | SH | $91.70M 40.31% | 0.00 | 0.00 | 2.56M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.58M | SH | $46.42M 20.40% | 0.00 | 0.00 | 1.58M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 619.65K | SH | $26.19M 11.51% | 0.00 | 0.00 | 619.65K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 370.08K | SH | $17.55M 7.72% | 0.00 | 0.00 | 370.08K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 435.18K | SH | $15.48M 6.80% | 0.00 | 0.00 | 435.18K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 149.13K | SH | $7.96M 3.50% | 0.00 | 0.00 | 149.13K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 160.44K | SH | $4.30M 1.89% | 0.00 | 0.00 | 160.44K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 73.51K | SH | $4.01M 1.76% | 0.00 | 0.00 | 73.51K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 25.68K | SH | $2.14M 0.94% | 0.00 | 0.00 | 25.68K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 11.44K | SH | $1.47M 0.65% | 0.00 | 0.00 | 11.44K |
JOHNSON & JOHNSONSOLE | COM | 5.61K | SH | $856.9K 0.38% | 0.00 | 0.00 | 5.61K |
CISCO SYS INCSOLE | COM | 10.80K | SH | $749.1K 0.33% | 0.00 | 0.00 | 10.80K |
ISHARES TRSOLE | CORE 60/40 BALAN | 12K | SH | $738.7K 0.32% | 0.00 | 0.00 | 12K |
GE AEROSPACESOLE | COM NEW | 2.24K | SH | $575.5K 0.25% | 0.00 | 0.00 | 2.24K |
ROCKWELL AUTOMATION INCSOLE | COM | 1.61K | SH | $535.8K 0.24% | 0.00 | 0.00 | 1.61K |
3M COSOLE | COM | 3.45K | SH | $524.9K 0.23% | 0.00 | 0.00 | 3.45K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.64K | SH | $483.8K 0.21% | 0.00 | 0.00 | 1.64K |
EXXON MOBIL CORPSOLE | COM | 4.19K | SH | $451.4K 0.20% | 0.00 | 0.00 | 4.19K |
CONSTELLATION ENERGY CORPSOLE | COM | 1.01K | SH | $325.0K 0.14% | 0.00 | 0.00 | 1.01K |
GE VERNOVA INCSOLE | COM | 559.00 | SH | $295.8K 0.13% | 0.00 | 0.00 | 559.00 |
TESLA INCSOLE | COM | 753.00 | SH | $239.2K 0.11% | 0.00 | 0.00 | 753.00 |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 4.04K | SH | $191.7K 0.08% | 0.00 | 0.00 | 4.04K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 6.34K | SH | $191.5K 0.08% | 0.00 | 0.00 | 6.34K |
PROCTER AND GAMBLE COSOLE | COM | 1.09K | SH | $174.1K 0.08% | 0.00 | 0.00 | 1.09K |
J P MORGAN EXCHANGE TRADED FSOLE | ULTRA SHRT ETF | 2.87K | SH | $145.5K 0.06% | 0.00 | 0.00 | 2.87K |
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