HFM Investment Advisors
HFM Investment Advisors reported 1,293 stocks worth $285M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are Dimensional ETF Trust (40.2%), DFAX (19.8%) and DFCF (11.9%). Compared with Q1 2026, the fund added to DFCF, DFNM and DFGX, trimmed DFAX, DFGR and AOA and sold out of XOM, MIAX and IWM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 6 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $115M | 40.2% | 2.6M | −39K (−1%) | 6 of 6 | |
| 2 |  DFAX Dimensional ETF Trust | $56.5M | 19.8% | 1.5M | −30K (−2%) | 6 of 6 | |
| 3 |  DFCF Dimensional Core Fixed | $34.1M | 11.9% | 807K | +18K (+2%) | 6 of 6 | |
| 4 |  DFNM Dimensional Nationl | $20.7M | 7.3% | 429K | +71K (+20%) | 6 of 6 | |
| 5 | DIMENSIONAL ETF TRUST | $20M | 7.0% | 479K | +8,675 (+2%) | 5 of 6 | |
| 6 |  DFGX Dimensional ETF Trust | $10.4M | 3.6% | 193K | +3,428 (+2%) | 6 of 6 | |
| 7 |  DFGR Dimensional ETF Trust | $5.8M | 2.0% | 199K | −6,405 (−3%) | 6 of 6 | |
| 8 |  DFGP Dimensional ETF Trust | $5.2M | 1.8% | 95K | +1,302 (+1%) | 5 of 6 | |
| 9 |  AOA Ishares TR | $1.5M | 0.5% | 15K | −7,771 (−34%) | 6 of 6 | |
| 10 |  VT Vanguard Total World | $1.5M | 0.5% | 9,404 | −2,228 (−19%) | 6 of 6 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $746K | 4,395 |
 MIAX Miami Intl Hldgs Inc | $51K | 1,301 |
 IWM Ishares TR | $29K | 115 |
 VOT Vanguard Index Fds | $9K | 35 |
 SHYG Ishares TR | $5K | 120 |
🔒 Free account: see all 30.
Reported value
last 6 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 4, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →HFM Investment Advisors 13F FAQ
What does HFM Investment Advisors own?
HFM Investment Advisors reported 1,293 stocks worth $285M in its 13F filing for Q2 2026, filed Aug 4, 2026. Its largest holdings are Dimensional ETF Trust (40.2%), DFAX (19.8%) and DFCF (11.9%). The table above lists every position in the filing (the top 10 without an account).
What did HFM Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 129 new positions, 1,029 added to, 72 trimmed and 40 sold out. It sold all of XOM, MIAX and IWM.
When will HFM Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is HFM Investment Advisors's portfolio worth?
The Q2 2026 filing reports $285M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.