HFM Investment Advisors, LLC - Portfolio overview
HFM Investment Advisors, LLC has 1345 reported holdings in this dataset, with the latest filing dated 2026-05-01.
Its largest classified asset exposures are funds and stocks.
Its largest classified sector exposures are Industrials and Technology.
Largest reported holdings by portfolio allocation
- DFAC - DIMENSIONAL ETF TRUST, 39.15%
- DFAX - DIMENSIONAL ETF TRUST, 20.44%
- DFCF - DIMENSIONAL ETF TRUST, 12.80%
These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.
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