HFM Investment Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), HFM Investment Advisors, LLC reported 1,287 stock positions worth $227.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 40.3% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 20.4%) and Dimensional Core Fixed (DFCF, 11.5%). Compared with Q1 2025, it opened 139 new positions, sold out of 42, added to 1,035 and reduced 41. The biggest buy was a new position in Dimensional US High Profi Et (DUHP) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- GLASSBORO, NJ
- CIK
- 0002067972
- Portfolio Value
- $227.5M (Q2 2025)
- SEC Filing
- 0002067972-25-000004 ↗ filed Jul 22, 2025
Holdings Value
Holdings 1,287 stocks · $227.5M
| DFAC Dimensional US Core Equity 2 | 40.31% | 2,558,691 | $91.7M | Reduce -5.8% |
| DFAX Dimensional World Ex US Core | 20.40% | 1,580,414 | $46.4M | Reduce -5.9% |
| DFCF Dimensional Core Fixed Inc. | 11.51% | 619,646 | $26.2M | Reduce -11.5% |
| DFNM Dimensional National Muni BD | 7.72% | 370,076 | $17.6M | Add +1.5% |
| DUHP Dimensional US High Profi Et | 6.80% | 435,180 | $15.5M | New |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.50% | 149,128 | $8.0M | Reduce -21.7% |
| DFGR Dim Global Real Estate ETF | 1.89% | 160,435 | $4.3M | Add +4.9% |
| DFGP Dimensional GLBL Core PL Fix | 1.76% | 73,509 | $4.0M | New |
| AOA iShares Core 80/20 Aggressiv | 0.94% | 25,682 | $2.1M | Add +4.6% |
| VT Vanguard Tot World STK ETF | 0.65% | 11,437 | $1.5M | Reduce -99.0% |
| JNJ Johnson & Johnson | 0.38% | 5,610 | $857K | Add +11.3% |
| CSCO Cisco Systems Inc. | 0.33% | 10,797 | $749K | Add +0.4% |
| AOR iShares Core 60/40 Balanced | 0.32% | 11,998 | $739K | Add +2.4% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 2,236 | $576K | Add +0.9% |
| ROK Rockwell Automation Inc. | 0.24% | 1,613 | $536K | Add +0.2% |
| MMM 3M Co. | 0.23% | 3,448 | $525K | Add +0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 1,641 | $484K | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.20% | 4,188 | $451K | Add +2.1% |
| CEG Constellation Energy | 0.14% | 1,007 | $325K | Add +9.5% |
| GEV GE Vernova Inc. | 0.13% | 559 | $296K | Add +0.9% |
| TSLA Tesla Inc. | 0.11% | 753 | $239K | Add +0.8% |
| JSCP JPMorgan Short Duration Core | 0.08% | 4,041 | $192K | Reduce -6.0% |
| SPSB SS SPDR P St C Corp. ETF | 0.08% | 6,343 | $191K | Reduce -5.7% |
| PG The Procter & Gamble Co. | 0.08% | 1,093 | $174K | Add +2.3% |
| JPST JPMorgan Ultra-Short Income | 0.06% | 2,871 | $145K | Reduce -16.8% |
| MSFT Microsoft Corp. | 0.06% | 283 | $141K | Add +45.1% |
| EXC Exelon Corp. | 0.06% | 3,062 | $133K | Add +10.6% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 2,633 | $122K | Add +2.1% |
| AOM iShares Core 40/60 Moderate | 0.05% | 2,617 | $120K | Add +1.3% |
| AAPL Apple Inc. | 0.05% | 560 | $115K | Add +26.1% |
| AMZN Amazon.com Inc. | 0.05% | 494 | $108K | Add +13.8% |
| META Meta Platforms Inc. Class A | 0.04% | 138 | $102K | Add +13.1% |
| ELV Elevance Health Inc. | 0.04% | 242 | $94K | Add +1.7% |
| NVDA Nvidia Corp. | 0.04% | 571 | $90K | Add +235.9% |
| NOC Northrop Grumman Corp. | 0.04% | 172 | $86K | Add +1.8% |
| SENEB Seneca Foods Corp. Class B | 0.04% | 800 | $82K | No change |
| LLY Eli Lilly & Co. | 0.04% | 104 | $81K | Add +5.0% |
| SENEA Seneca Foods Corp. Class A | 0.04% | 800 | $81K | No change |
| GOOG Alphabet Inc. Class C | 0.03% | 437 | $78K | Add +16.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 1,052 | $76K | Add +18.9% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,193 | $68K | Add +5.8% |
| SOLV Solventum Corp. | 0.03% | 858 | $65K | No change |
| GEHC GE Healthcare Technology | 0.02% | 757 | $56K | Add +2.0% |
| RSG Republic Services Inc. | 0.02% | 220 | $54K | Add +0.9% |
| CSGP Costar Group Inc. | 0.02% | 646 | $52K | Add +0.8% |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 946 | $48K | Reduce -4.0% |
| ED Consolidated Edison Inc. | 0.02% | 478 | $48K | Add +1.9% |
| VTIP Vanguard Short-Term Tips | 0.02% | 953 | $48K | Reduce -8.4% |
| GSLC Goldman Activebeta US LC ETF | 0.02% | 385 | $47K | Add +18.5% |
| VZ Verizon Communications Inc. | 0.02% | 1,013 | $44K | Add +6.5% |
| MUB iShares National Muni Bond E | 0.02% | 393 | $41K | Add +12.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 133 | $40K | Reduce -0.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.02% | 743 | $37K | Reduce -4.4% |
| T AT&T Inc. | 0.02% | 1,248 | $36K | Add +8.0% |
| BA The Boeing Co. | 0.01% | 153 | $32K | Add +2.0% |
| DFIC Dimensional International Co. | 0.01% | 873 | $27K | Add +2.8% |
| GOOGL Alphabet Inc. Class A | 0.01% | 151 | $27K | Add +106.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 51 | $26K | No change |
| VGSH Vanguard Short-Term Treasury | 0.01% | 432 | $25K | Reduce -5.0% |
| JPM JPMorgan Chase & Co. | 0.01% | 87 | $25K | Add +58.2% |
| MCD McDonald's Corp. | 0.01% | 86 | $25K | Add +3.6% |
| INTC Intel Corp. | 0.01% | 1,108 | $25K | Add +1.8% |
| YUM Yum! Brands Inc. | 0.01% | 162 | $24K | Add +1.9% |
| ES Eversource Energy | 0.01% | 376 | $24K | Add +1.6% |
| AOK iShares Core 30/70 Conservat | 0.01% | 574 | $22K | Add +1.6% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 423 | $21K | Add +4.7% |
| V Visa Inc. Class A | 0.01% | 58 | $21K | Add +45.0% |
| CL Colgate-Palmolive Co. | 0.01% | 213 | $19K | Add +4.4% |
| KO The Coca-Cola Co. | 0.01% | 258 | $18K | Add +8.9% |
| AGG iShares Core U.S. Aggregate | 0.01% | 180 | $18K | Add +17.6% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 369 | $17K | Reduce -25.1% |
| PFE Pfizer Inc. | 0.01% | 688 | $17K | Add +8.7% |
| SMLF iShares US Smallcap Equity F | 0.01% | 216 | $15K | Add +28.6% |
| TGT Target Corp. | 0.01% | 144 | $14K | Add +2.9% |
| GSIE Goldman Sachs Activebeta Int | 0.01% | 347 | $14K | Add +2.7% |
| GBIL Goldman Sachs Access Treasur | 0.01% | 136 | $14K | Add +61.9% |
| LNG Cheniere Energy Inc. | 0.01% | 55 | $13K | Add +14.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.01% | 26 | $13K | Add +136.4% |
| SGOV iShares 0-3 Month Treasury B | 0.01% | 116 | $12K | No change |
| GS Goldman Sachs Group Inc. | 0.01% | 16 | $11K | Add +23.1% |
| PYLD PIMCO Multisector Bond Actv | 0.00% | 407 | $11K | New |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 97 | $10K | Add +19.8% |
| EMB iShares JP Morgan Usd Emergi | 0.00% | 108 | $10K | Reduce -10.7% |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 104 | $9K | Add +1.0% |
| BLK BlackRock Inc. | 0.00% | 9 | $9K | Add +12.5% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.00% | 205 | $9K | No change |
| EMN Eastman Chemical Co. | 0.00% | 120 | $9K | Add +3.5% |
| VRSK Verisk Analytics Inc. | 0.00% | 28 | $9K | Add +7.7% |
| SPGI S&P Global Inc. | 0.00% | 16 | $8K | Add +6.7% |
| MA Mastercard Inc. Class A | 0.00% | 15 | $8K | Add +114.3% |
| JPC Nuveen Prefered & Income Opp | 0.00% | 1,043 | $8K | No change |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 152 | $8K | Reduce -2.6% |
| ETN Eaton Corp. PLC | 0.00% | 23 | $8K | Add +15.0% |
| WCN Waste Connections Inc. | 0.00% | 43 | $8K | No change |
| COST Costco Wholesale Corp. | 0.00% | 8 | $8K | Add +100.0% |
| TMUS T-Mobile US Inc. | 0.00% | 33 | $8K | Add +26.9% |
| SCI Service Corp. International | 0.00% | 95 | $8K | Add +6.7% |
| CSX CSX Corp. | 0.00% | 224 | $7K | Add +26.6% |
| CVS CVS Health Corp. | 0.00% | 105 | $7K | Add +15.4% |
| NEE Nextera Energy Inc. | 0.00% | 104 | $7K | Add +7.2% |
Portfolio Sells Q1 2025 → Q2 2025
| DFAC Dimensional US Core Equity 2 | Reduce -5.8% | 40.31% | −3.15 |
| DFCF Dimensional Core Fixed Inc. | Reduce -11.5% | 11.51% | −2.76 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Reduce -21.7% | 3.50% | −1.33 |
| DFAX Dimensional World Ex US Core | Reduce -5.9% | 20.40% | −0.94 |
| JPST JPMorgan Ultra-Short Income | Reduce -16.8% | 0.06% | −0.02 |
| JSCP JPMorgan Short Duration Core | Reduce -6.0% | 0.08% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -5.7% | 0.08% | −0.01 |
| METV Roundhill Ball Metaverse ETF | Sold out | 0.00% | −0.01 |
| MSIF MSC Income Fund Inc. | Sold out | 0.00% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -8.4% | 0.02% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -25.1% | 0.01% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -4.0% | 0.02% | −0.00 |
| SCHX Schwab US Large-Cap ETF | Reduce -93.8% | 0.00% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -4.4% | 0.02% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Reduce -5.0% | 0.01% | −0.00 |
| SPDW Ste STR SPDR PT DW Eu ETF | Sold out | 0.00% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -10.7% | 0.00% | −0.00 |
| TDG Transdigm Group Inc. | Sold out | 0.00% | −0.00 |
| SPEM State Street SP PTF Em ETF | Sold out | 0.00% | −0.00 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.00 |
| TYL Tyler Technologies Inc. | Sold out | 0.00% | −0.00 |
| ERIE Erie Indemnity Company Class A | Sold out | 0.00% | −0.00 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -2.6% | 0.00% | −0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -2.9% | 0.00% | −0.00 |
| BERY Berry Global Group Inc. | Sold out | 0.00% | −0.00 |
| JJSF J & J Snack Foods Corp. | Sold out | 0.00% | −0.00 |
| JBTM JBT Marel Corp. | Sold out | 0.00% | −0.00 |
| LSCC Lattice Semiconductor Corp. | Sold out | 0.00% | −0.00 |
| NIO Nio Inc. - ADR | Sold out | 0.00% | −0.00 |
| QS Quantumscape Corp. | Reduce -96.2% | 0.00% | −0.00 |
| SKX Skechers USA Inc. Class A | Sold out | 0.00% | −0.00 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -4.5% | 0.00% | −0.00 |
| LYB Lyondellbasell Indu Class A | Reduce -16.7% | 0.00% | −0.00 |
| ALGM Allegro Microsystems Inc. | Sold out | 0.00% | 0.00 |
| APAM Artisan Partners Asset Ma -A | Reduce -33.3% | 0.00% | 0.00 |
| BC Brunswick Corp. | Reduce -50.0% | 0.00% | 0.00 |
| CBZ Cbiz Inc. | Sold out | 0.00% | 0.00 |
| CREATIVE MEDIA & COMMUNITY T | Reduce -3.5% | 0.00% | 0.00 |
| CE Celanese Corp. | Reduce -50.0% | 0.00% | 0.00 |
| ROAD Construction Partners Inc. Class A | Sold out | 0.00% | 0.00 |
| DBRG Digitalbridge Group Inc. | Reduce -50.0% | 0.00% | 0.00 |
| DASH DoorDash Inc. Class A | Reduce -33.3% | 0.00% | 0.00 |
| DKNG Draftkings Inc. Class A | Reduce -20.0% | 0.00% | 0.00 |
| DNB Dun & Bradstreet Holdings Inc. | Sold out | 0.00% | 0.00 |
| EPC Edgewell Personal Care Co. | Reduce -50.0% | 0.00% | 0.00 |
| ENTG Entegris Inc. | Reduce -50.0% | 0.00% | 0.00 |
| VSTS Vestis Corp. | Sold out | 0.00% | 0.00 |
| FA First Advantage Corp. | Sold out | 0.00% | 0.00 |
| FL Foot Locker Inc. | Sold out | 0.00% | 0.00 |
| FTDR Frontdoor Inc. | Sold out | 0.00% | 0.00 |
Portfolio Buys Q1 2025 → Q2 2025
| DUHP Dimensional US High Profi Et | New | 6.80% | +6.80 |
| DFGP Dimensional GLBL Core PL Fix | New | 1.76% | +1.76 |
| CEG Constellation Energy | Add +9.5% | 0.14% | +0.05 |
| GEV GE Vernova Inc. | Add +0.9% | 0.13% | +0.05 |
| GE General Electric | Add +0.9% | 0.25% | +0.04 |
| ROK Rockwell Automation Inc. | Add +0.2% | 0.24% | +0.03 |
| AOA iShares Core 80/20 Aggressiv | Add +4.6% | 0.94% | +0.03 |
| NVDA Nvidia Corp. | Add +235.9% | 0.04% | +0.03 |
| MSFT Microsoft Corp. | Add +45.1% | 0.06% | +0.03 |
| IBM Intl Business Machines Corp. | Add +1.5% | 0.21% | +0.02 |
| TSLA Tesla Inc. | Add +0.8% | 0.11% | +0.01 |
| META Meta Platforms Inc. Class A | Add +13.1% | 0.04% | +0.01 |
| AMZN Amazon.com Inc. | Add +13.8% | 0.05% | +0.01 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.33% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +106.8% | 0.01% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +16.8% | 0.03% | +0.01 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +18.9% | 0.03% | +0.01 |
| PYLD PIMCO Multisector Bond Actv | New | 0.00% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +58.2% | 0.01% | +0.00 |
| GSLC Goldman Activebeta US LC ETF | Add +18.5% | 0.02% | +0.00 |
| AAPL Apple Inc. | Add +26.1% | 0.05% | +0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +136.4% | 0.01% | +0.00 |
| V Visa Inc. Class A | Add +45.0% | 0.01% | +0.00 |
| AVDE Avantis International Equity | New | 0.00% | +0.00 |
| VEA Vanguard Ftse Developed ETF | Add +5.8% | 0.03% | +0.00 |
| GBIL Goldman Sachs Access Treasur | Add +61.9% | 0.01% | +0.00 |
| HD Home Depot Inc. | Add +200.0% | 0.00% | +0.00 |
| MA Mastercard Inc. Class A | Add +114.3% | 0.00% | +0.00 |
| BA The Boeing Co. | Add +2.0% | 0.01% | +0.00 |
| COF Capital One Financial Corp. | Add +450.0% | 0.00% | +0.00 |
| AXP American Express Co. | Add +275.0% | 0.00% | +0.00 |
| COST Costco Wholesale Corp. | Add +100.0% | 0.00% | +0.00 |
| WMT Walmart Inc. | Add +148.0% | 0.00% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +23.1% | 0.01% | +0.00 |
| CAT Caterpillar Inc. | Add +266.7% | 0.00% | +0.00 |
| SMLF iShares US Smallcap Equity F | Add +28.6% | 0.01% | +0.00 |
| NFLX Netflix Inc. | Add +100.0% | 0.00% | +0.00 |
| VST Vistra Corp. | Add +25.0% | 0.00% | +0.00 |
| ABBV Abbvie Inc. | Add +133.3% | 0.00% | +0.00 |
| BAC Bank of America Corp. | Add +178.8% | 0.00% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Add +140.0% | 0.00% | +0.00 |
| APP AppLovin Corp. Class A | Add +120.0% | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +100.0% | 0.00% | +0.00 |
| ORCL Oracle Corp. | Add +90.0% | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | Add +83.3% | 0.00% | +0.00 |
| ETN Eaton Corp. PLC | Add +15.0% | 0.00% | +0.00 |
| LIN Linde PLC | Add +125.0% | 0.00% | +0.00 |
| ABT Abbott Laboratories | Add +133.3% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +128.6% | 0.00% | +0.00 |
| FCNCA First Citizens Bcshs Class A | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,293 | $285.2M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q1 2026 | 1,204 | $260.0M | DFAC, DFAX, DFCF, DUHP, DFNM |
| Q4 2025 | 1,278 | $255.8M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q3 2025 | 1,267 | $246.5M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q2 2025 | 1,287 | $227.5M | DFAC, DFAX, DFCF, DFNM, DUHP |
| Q1 2025 | 1,189 | $206.2M | DFAC, DFAX, DFCF, DFNM, DFGX |