Filed: 11/12/2025ACC: 0002067972-25-000009
📋 What this filing means
HFM INVESTMENT ADVISORS, LLC filed this quarterly 13F‑HR report disclosing 1267 equity positions with a total reported market value of $246.50M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1267
Positions
$246.50M
Total AUM (reported)
6.23M
Total Shares
Allocation by class
US CORE EQUITY 2$98.44M39.9%
WORLD EX US CORE$49.37M20.0%
CORE FIXED INCOM$30.36M12.3%
NATL MUN BD ETF$18.00M7.3%
US HIGH PROFITAB$16.89M6.9%
GLOBAL EX US COR$9.07M3.7%
COM$7.31M3.0%
Portfolio Concentration
Top 3$178.17M72.3%
4–10$57.45M23.3%
11–25$6.95M2.8%
Rest$3.93M1.6%
Top 3 weight
72.3%
Top 10 weight
95.6%
Voting Authority Distribution
Total shares with voting rights: 6.23M
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
6.23M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole1267
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings1267
Rows:
DIMENSIONAL ETF TRUST
SOLEShares2.55M
TypeSH
Market value$98.44M
39.93%
Sole
0.00
Shared
0.00
None
2.55M
DIMENSIONAL ETF TRUST
SOLEShares1.57M
TypeSH
Market value$49.37M
20.03%
Sole
0.00
Shared
0.00
None
1.57M
DIMENSIONAL ETF TRUST
SOLEShares709.97K
TypeSH
Market value$30.36M
12.32%
Sole
0.00
Shared
0.00
None
709.97K
DIMENSIONAL ETF TRUST
SOLEShares375.12K
TypeSH
Market value$18.00M
7.30%
Sole
0.00
Shared
0.00
None
375.12K
DIMENSIONAL ETF TRUST
SOLEShares447.14K
TypeSH
Market value$16.89M
6.85%
Sole
0.00
Shared
0.00
None
447.14K
DIMENSIONAL ETF TRUST
SOLEShares168.06K
TypeSH
Market value$9.07M
3.68%
Sole
0.00
Shared
0.00
None
168.06K
DIMENSIONAL ETF TRUST
SOLEShares182K
TypeSH
Market value$4.97M
2.02%
Sole
0.00
Shared
0.00
None
182K
DIMENSIONAL ETF TRUST
SOLEShares82.72K
TypeSH
Market value$4.60M
1.86%
Sole
0.00
Shared
0.00
None
82.72K
ISHARES TR
SOLEShares26.38K
TypeSH
Market value$2.33M
0.94%
Sole
0.00
Shared
0.00
None
26.38K
VANGUARD INTL EQUITY INDEX F
SOLEShares11.66K
TypeSH
Market value$1.61M
0.65%
Sole
0.00
Shared
0.00
None
11.66K
JOHNSON & JOHNSON
SOLEShares5.63K
TypeSH
Market value$1.04M
0.42%
Sole
0.00
Shared
0.00
None
5.63K
ISHARES TR
SOLEShares11.98K
TypeSH
Market value$771.0K
0.31%
Sole
0.00
Shared
0.00
None
11.98K
CISCO SYS INC
SOLEShares10.79K
TypeSH
Market value$738.5K
0.30%
Sole
0.00
Shared
0.00
None
10.79K
GE AEROSPACE
SOLEShares2.24K
TypeSH
Market value$672.6K
0.27%
Sole
0.00
Shared
0.00
None
2.24K
ROCKWELL AUTOMATION INC
SOLEShares1.61K
TypeSH
Market value$563.1K
0.23%
Sole
0.00
Shared
0.00
None
1.61K
3M CO
SOLEShares3.45K
TypeSH
Market value$535.1K
0.22%
Sole
0.00
Shared
0.00
None
3.45K
EXXON MOBIL CORP
SOLEShares4.21K
TypeSH
Market value$474.8K
0.19%
Sole
0.00
Shared
0.00
None
4.21K
INTERNATIONAL BUSINESS MACHS
SOLEShares1.65K
TypeSH
Market value$464.7K
0.19%
Sole
0.00
Shared
0.00
None
1.65K
GE VERNOVA INC
SOLEShares559.00
TypeSH
Market value$343.7K
0.14%
Sole
0.00
Shared
0.00
None
559.00
TESLA INC
SOLEShares752.00
TypeSH
Market value$334.4K
0.14%
Sole
0.00
Shared
0.00
None
752.00
CONSTELLATION ENERGY CORP
SOLEShares1.01K
TypeSH
Market value$331.0K
0.13%
Sole
0.00
Shared
0.00
None
1.01K
SPDR SERIES TRUST
SOLEShares5.89K
TypeSH
Market value$178.3K
0.07%
Sole
0.00
Shared
0.00
None
5.89K
J P MORGAN EXCHANGE TRADED F
SOLEShares3.74K
TypeSH
Market value$178.3K
0.07%
Sole
0.00
Shared
0.00
None
3.74K
PROCTER AND GAMBLE CO
SOLEShares1.09K
TypeSH
Market value$167.6K
0.07%
Sole
0.00
Shared
0.00
None
1.09K
APPLE INC
SOLEShares589.00
TypeSH
Market value$150.0K
0.06%
Sole
0.00
Shared
0.00
None
589.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUSTSOLE | US CORE EQUITY 2 | 2.55M | SH | $98.44M 39.93% | 0.00 | 0.00 | 2.55M |
DIMENSIONAL ETF TRUSTSOLE | WORLD EX US CORE | 1.57M | SH | $49.37M 20.03% | 0.00 | 0.00 | 1.57M |
DIMENSIONAL ETF TRUSTSOLE | CORE FIXED INCOM | 709.97K | SH | $30.36M 12.32% | 0.00 | 0.00 | 709.97K |
DIMENSIONAL ETF TRUSTSOLE | NATL MUN BD ETF | 375.12K | SH | $18.00M 7.30% | 0.00 | 0.00 | 375.12K |
DIMENSIONAL ETF TRUSTSOLE | US HIGH PROFITAB | 447.14K | SH | $16.89M 6.85% | 0.00 | 0.00 | 447.14K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL EX US COR | 168.06K | SH | $9.07M 3.68% | 0.00 | 0.00 | 168.06K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL REAL EST | 182K | SH | $4.97M 2.02% | 0.00 | 0.00 | 182K |
DIMENSIONAL ETF TRUSTSOLE | GLOBAL CORE PLUS | 82.72K | SH | $4.60M 1.86% | 0.00 | 0.00 | 82.72K |
ISHARES TRSOLE | CORE 80/20 AGGRE | 26.38K | SH | $2.33M 0.94% | 0.00 | 0.00 | 26.38K |
VANGUARD INTL EQUITY INDEX FSOLE | TT WRLD ST ETF | 11.66K | SH | $1.61M 0.65% | 0.00 | 0.00 | 11.66K |
JOHNSON & JOHNSONSOLE | COM | 5.63K | SH | $1.04M 0.42% | 0.00 | 0.00 | 5.63K |
ISHARES TRSOLE | CORE 60/40 BALAN | 11.98K | SH | $771.0K 0.31% | 0.00 | 0.00 | 11.98K |
CISCO SYS INCSOLE | COM | 10.79K | SH | $738.5K 0.30% | 0.00 | 0.00 | 10.79K |
GE AEROSPACESOLE | COM NEW | 2.24K | SH | $672.6K 0.27% | 0.00 | 0.00 | 2.24K |
ROCKWELL AUTOMATION INCSOLE | COM | 1.61K | SH | $563.1K 0.23% | 0.00 | 0.00 | 1.61K |
3M COSOLE | COM | 3.45K | SH | $535.1K 0.22% | 0.00 | 0.00 | 3.45K |
EXXON MOBIL CORPSOLE | COM | 4.21K | SH | $474.8K 0.19% | 0.00 | 0.00 | 4.21K |
INTERNATIONAL BUSINESS MACHSSOLE | COM | 1.65K | SH | $464.7K 0.19% | 0.00 | 0.00 | 1.65K |
GE VERNOVA INCSOLE | COM | 559.00 | SH | $343.7K 0.14% | 0.00 | 0.00 | 559.00 |
TESLA INCSOLE | COM | 752.00 | SH | $334.4K 0.14% | 0.00 | 0.00 | 752.00 |
CONSTELLATION ENERGY CORPSOLE | COM | 1.01K | SH | $331.0K 0.13% | 0.00 | 0.00 | 1.01K |
SPDR SERIES TRUSTSOLE | PORTFOLIO SHORT | 5.89K | SH | $178.3K 0.07% | 0.00 | 0.00 | 5.89K |
J P MORGAN EXCHANGE TRADED FSOLE | SHORT DURA CORE | 3.74K | SH | $178.3K 0.07% | 0.00 | 0.00 | 3.74K |
PROCTER AND GAMBLE COSOLE | COM | 1.09K | SH | $167.6K 0.07% | 0.00 | 0.00 | 1.09K |
APPLE INCSOLE | COM | 589.00 | SH | $150.0K 0.06% | 0.00 | 0.00 | 589.00 |
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