HFM Investment Advisors, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 12, 2025), HFM Investment Advisors, LLC reported 1,267 stock positions worth $246.5 million. Its top holding was Dimensional US Core Equity 2 (DFAC) at 39.9% of the portfolio, followed by Dimensional World Ex US Core (DFAX, 20.0%) and Dimensional Core Fixed (DFCF, 12.3%). Compared with Q2 2025, it opened 35 new positions, sold out of 56, added to 294 and reduced 383. The biggest buy was Dimensional Core Fixed (DFCF, shares +15%) and the biggest sale Dimensional US Core Equity 2 (DFAC, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- GLASSBORO, NJ
- CIK
- 0002067972
- Portfolio Value
- $246.5M (Q3 2025)
- SEC Filing
- 0002067972-25-000009 ↗ filed Nov 12, 2025
Holdings Value
Holdings 1,267 stocks · $246.5M
| DFAC Dimensional US Core Equity 2 | 39.93% | 2,552,121 | $98.4M | Reduce -0.3% |
| DFAX Dimensional World Ex US Core | 20.03% | 1,573,404 | $49.4M | Reduce -0.4% |
| DFCF Dimensional Core Fixed Inc. | 12.32% | 709,967 | $30.4M | Add +14.6% |
| DFNM Dimensional National Muni BD | 7.30% | 375,124 | $18.0M | Add +1.4% |
| DUHP Dimensional US High Profi Et | 6.85% | 447,144 | $16.9M | Add +2.8% |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | 3.68% | 168,062 | $9.1M | Add +12.7% |
| DFGR Dim Global Real Estate ETF | 2.02% | 181,998 | $5.0M | Add +13.4% |
| DFGP Dimensional GLBL Core PL Fix | 1.86% | 82,717 | $4.6M | Add +12.5% |
| AOA iShares Core 80/20 Aggressiv | 0.94% | 26,384 | $2.3M | Add +2.7% |
| VT Vanguard Tot World STK ETF | 0.65% | 11,658 | $1.6M | Add +1.9% |
| JNJ Johnson & Johnson | 0.42% | 5,628 | $1.0M | Add +0.3% |
| AOR iShares Core 60/40 Balanced | 0.31% | 11,976 | $771K | Reduce -0.2% |
| CSCO Cisco Systems Inc. | 0.30% | 10,794 | $739K | Reduce -0.0% |
| GE General Electric filed as GE AEROSPACE | 0.27% | 2,236 | $673K | No change |
| ROK Rockwell Automation Inc. | 0.23% | 1,611 | $563K | Reduce -0.1% |
| MMM 3M Co. | 0.22% | 3,448 | $535K | No change |
| XOM Exxon Mobil Corp. | 0.19% | 4,211 | $475K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.19% | 1,647 | $465K | Add +0.4% |
| GEV GE Vernova Inc. | 0.14% | 559 | $344K | No change |
| TSLA Tesla Inc. | 0.14% | 752 | $334K | Reduce -0.1% |
| CEG Constellation Energy | 0.13% | 1,006 | $331K | Reduce -0.1% |
| SPSB SS SPDR P St C Corp. ETF | 0.07% | 5,888 | $178K | Reduce -7.2% |
| JSCP JPMorgan Short Duration Core | 0.07% | 3,744 | $178K | Reduce -7.3% |
| PG The Procter & Gamble Co. | 0.07% | 1,091 | $168K | Reduce -0.2% |
| AAPL Apple Inc. | 0.06% | 589 | $150K | Add +5.2% |
| MSFT Microsoft Corp. | 0.06% | 275 | $142K | Reduce -2.8% |
| EXC Exelon Corp. | 0.06% | 3,060 | $138K | Reduce -0.1% |
| JPST JPMorgan Ultra-Short Income | 0.06% | 2,671 | $135K | Reduce -7.0% |
| AOM iShares Core 40/60 Moderate | 0.05% | 2,636 | $125K | Add +0.7% |
| BMY Bristol-Myers Squibb Co. | 0.05% | 2,660 | $120K | Add +1.0% |
| AMZN Amazon.com Inc. | 0.04% | 493 | $108K | Reduce -0.2% |
| GOOG Alphabet Inc. Class C | 0.04% | 442 | $108K | Add +1.1% |
| NVDA Nvidia Corp. | 0.04% | 572 | $107K | Add +0.2% |
| META Meta Platforms Inc. Class A | 0.04% | 143 | $105K | Add +3.6% |
| NOC Northrop Grumman Corp. | 0.04% | 172 | $105K | No change |
| SENEB Seneca Foods Corp. Class B | 0.04% | 800 | $87K | No change |
| SENEA Seneca Foods Corp. Class A | 0.04% | 800 | $86K | No change |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.03% | 1,038 | $81K | Reduce -1.3% |
| LLY Eli Lilly & Co. | 0.03% | 104 | $80K | No change |
| ELV Elevance Health Inc. | 0.03% | 241 | $78K | Reduce -0.4% |
| VEA Vanguard Ftse Developed ETF | 0.03% | 1,184 | $71K | Reduce -0.8% |
| SOLV Solventum Corp. | 0.03% | 858 | $63K | No change |
| GEHC GE Healthcare Technology | 0.02% | 756 | $57K | Reduce -0.1% |
| CSGP Costar Group Inc. | 0.02% | 646 | $55K | No change |
| RSG Republic Services Inc. | 0.02% | 219 | $50K | Reduce -0.5% |
| ED Consolidated Edison Inc. | 0.02% | 481 | $48K | Add +0.6% |
| VTIP Vanguard Short-Term Tips | 0.02% | 881 | $45K | Reduce -7.6% |
| JAAA Janus Henderson Aaa Clo ETF | 0.02% | 877 | $45K | Reduce -7.3% |
| VZ Verizon Communications Inc. | 0.02% | 1,002 | $44K | Reduce -1.1% |
| MUB iShares National Muni Bond E | 0.02% | 389 | $41K | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.02% | 126 | $41K | Reduce -5.3% |
| GSLC Goldman Activebeta US LC ETF | 0.02% | 305 | $40K | Reduce -20.8% |
| GOOGL Alphabet Inc. Class A | 0.02% | 156 | $38K | Add +3.3% |
| INTC Intel Corp. | 0.02% | 1,126 | $38K | Add +1.6% |
| BNDX Vanguard Total Intl Bond ETF | 0.01% | 731 | $36K | Reduce -1.6% |
| T AT&T Inc. | 0.01% | 1,234 | $35K | Reduce -1.1% |
| BA The Boeing Co. | 0.01% | 153 | $33K | No change |
| JPM JPMorgan Chase & Co. | 0.01% | 87 | $27K | No change |
| ES Eversource Energy | 0.01% | 376 | $27K | No change |
| MCD McDonald's Corp. | 0.01% | 86 | $26K | No change |
| YUM Yum! Brands Inc. | 0.01% | 162 | $25K | No change |
| CRWD CrowdStrike Holdings Inc. Class A | 0.01% | 50 | $25K | Reduce -2.0% |
| VGSH Vanguard Short-Term Treasury | 0.01% | 404 | $24K | Reduce -6.5% |
| AOK iShares Core 30/70 Conservat | 0.01% | 577 | $23K | Add +0.5% |
| DFIC Dimensional International Co. | 0.01% | 705 | $23K | Reduce -19.2% |
| VWO Vanguard Ftse Emerging Marke | 0.01% | 413 | $22K | Reduce -2.4% |
| AGG iShares Core U.S. Aggregate | 0.01% | 197 | $20K | Add +9.4% |
| V Visa Inc. Class A | 0.01% | 54 | $18K | Reduce -6.9% |
| PFE Pfizer Inc. | 0.01% | 700 | $18K | Add +1.7% |
| KO The Coca-Cola Co. | 0.01% | 261 | $17K | Add +1.2% |
| CL Colgate-Palmolive Co. | 0.01% | 214 | $17K | Add +0.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.01% | 358 | $17K | Reduce -3.0% |
| TGT Target Corp. | 0.01% | 145 | $13K | Add +0.7% |
| GS Goldman Sachs Group Inc. | 0.01% | 16 | $13K | No change |
| SMLF iShares US Smallcap Equity F | 0.01% | 170 | $13K | Reduce -21.3% |
| LNG Cheniere Energy Inc. | 0.01% | 53 | $12K | Reduce -3.6% |
| GBIL Goldman Sachs Access Treasur | 0.01% | 123 | $12K | Reduce -9.6% |
| GSIE Goldman Sachs Activebeta Int | 0.00% | 292 | $12K | Reduce -15.8% |
| SGOV iShares 0-3 Month Treasury B | 0.00% | 116 | $12K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.00% | 23 | $12K | Reduce -11.5% |
| ZBH Zimmer Biomet Holdings Inc. | 0.00% | 108 | $11K | Add +3.9% |
| PYLD PIMCO Multisector Bond Actv | 0.00% | 392 | $11K | Reduce -3.7% |
| BLK BlackRock Inc. | 0.00% | 9 | $10K | No change |
| STIP iShares 0-5 Year Tips Bond E | 0.00% | 95 | $10K | Reduce -2.1% |
| TFI SS SPDR N Ice Muni Bond ETF | 0.00% | 205 | $9K | No change |
| ORCL Oracle Corp. | 0.00% | 33 | $9K | Add +73.7% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.00% | 156 | $9K | Add +2.6% |
| JPC Nuveen Prefered & Income Opp | 0.00% | 1,043 | $9K | No change |
| ETN Eaton Corp. PLC | 0.00% | 22 | $8K | Reduce -4.3% |
| ABBV Abbvie Inc. | 0.00% | 35 | $8K | No change |
| BX Blackstone Inc. | 0.00% | 47 | $8K | No change |
| CVS CVS Health Corp. | 0.00% | 106 | $8K | Add +0.9% |
| MA Mastercard Inc. Class A | 0.00% | 14 | $8K | Reduce -6.7% |
| AVGO Broadcom Inc. | 0.00% | 24 | $8K | Add +71.4% |
| SCI Service Corp. International | 0.00% | 95 | $8K | No change |
| APP AppLovin Corp. Class A | 0.00% | 11 | $8K | No change |
| CSX CSX Corp. | 0.00% | 220 | $8K | Reduce -1.8% |
| SPGI S&P Global Inc. | 0.00% | 16 | $8K | No change |
| NEE Nextera Energy Inc. | 0.00% | 103 | $8K | Reduce -1.0% |
| TMUS T-Mobile US Inc. | 0.00% | 32 | $8K | Reduce -3.0% |
Portfolio Sells Q2 2025 → Q3 2025
| DFAC Dimensional US Core Equity 2 | Reduce -0.3% | 39.93% | −0.38 |
| DFAX Dimensional World Ex US Core | Reduce -0.4% | 20.03% | −0.37 |
| CSCO Cisco Systems Inc. | Reduce -0.0% | 0.30% | −0.03 |
| AOR iShares Core 60/40 Balanced | Reduce -0.2% | 0.31% | −0.01 |
| JSCP JPMorgan Short Duration Core | Reduce -7.3% | 0.07% | −0.01 |
| SPSB SS SPDR P St C Corp. ETF | Reduce -7.2% | 0.07% | −0.01 |
| ELV Elevance Health Inc. | Reduce -0.4% | 0.03% | −0.01 |
| JPST JPMorgan Ultra-Short Income | Reduce -7.0% | 0.06% | −0.01 |
| CEG Constellation Energy | Reduce -0.1% | 0.13% | −0.01 |
| PG The Procter & Gamble Co. | Reduce -0.2% | 0.07% | −0.01 |
| ROK Rockwell Automation Inc. | Reduce -0.1% | 0.23% | −0.01 |
| GSLC Goldman Activebeta US LC ETF | Reduce -20.8% | 0.02% | −0.00 |
| MSFT Microsoft Corp. | Reduce -2.8% | 0.06% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 0.04% | −0.00 |
| RSG Republic Services Inc. | Reduce -0.5% | 0.02% | −0.00 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -7.3% | 0.02% | −0.00 |
| VTIP Vanguard Short-Term Tips | Reduce -7.6% | 0.02% | −0.00 |
| EXC Exelon Corp. | Reduce -0.1% | 0.06% | −0.00 |
| DFIC Dimensional International Co. | Reduce -19.2% | 0.01% | −0.00 |
| COST Costco Wholesale Corp. | Reduce -62.5% | 0.00% | −0.00 |
| T AT&T Inc. | Reduce -1.1% | 0.01% | −0.00 |
| EMB iShares JP Morgan Usd Emergi | Reduce -34.3% | 0.00% | −0.00 |
| GEHC GE Healthcare Technology | Reduce -0.1% | 0.02% | −0.00 |
| V Visa Inc. Class A | Reduce -6.9% | 0.01% | −0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -2.0% | 0.01% | −0.00 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -1.6% | 0.01% | −0.00 |
| VGSH Vanguard Short-Term Treasury | Reduce -6.5% | 0.01% | −0.00 |
| VZ Verizon Communications Inc. | Reduce -1.1% | 0.02% | −0.00 |
| SMLF iShares US Smallcap Equity F | Reduce -21.3% | 0.01% | −0.00 |
| GSIE Goldman Sachs Activebeta Int | Reduce -15.8% | 0.00% | −0.00 |
| MUB iShares National Muni Bond E | Reduce -1.0% | 0.02% | −0.00 |
| VEA Vanguard Ftse Developed ETF | Reduce -0.8% | 0.03% | −0.00 |
| VRSK Verisk Analytics Inc. | Reduce -3.6% | 0.00% | −0.00 |
| COF Capital One Financial Corp. | Reduce -45.5% | 0.00% | −0.00 |
| GBIL Goldman Sachs Access Treasur | Reduce -9.6% | 0.01% | −0.00 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -5.3% | 0.02% | −0.00 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.5% | 0.00% | −0.00 |
| EMN Eastman Chemical Co. | Reduce -2.5% | 0.00% | −0.00 |
| FCNCA First Citizens Bcshs Class A | Sold out | 0.00% | −0.00 |
| HES Hess Corp. | Sold out | 0.00% | −0.00 |
| MKL Markel Group Inc. | Sold out | 0.00% | −0.00 |
| LNG Cheniere Energy Inc. | Reduce -3.6% | 0.01% | −0.00 |
| FICO Fair Isaac Corp. | Sold out | 0.00% | −0.00 |
| AVEM Avantis Emerging Markets Eq | Reduce -23.0% | 0.00% | −0.00 |
| CHTR Charter Communications Inc. Class A | Reduce -60.0% | 0.00% | −0.00 |
| GEM Goldman Sachs Activebeta Em | Reduce -23.3% | 0.00% | −0.00 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Reduce -3.0% | 0.01% | −0.00 |
| ADBE Adobe Inc. | Reduce -37.5% | 0.00% | −0.00 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -1.3% | 0.03% | −0.00 |
| CMCSA Comcast Corp. Class A | Reduce -23.9% | 0.00% | −0.00 |
Portfolio Buys Q2 2025 → Q3 2025
| DFCF Dimensional Core Fixed Inc. | Add +14.6% | 12.32% | +0.81 |
| DFGX Dimsnl Intr CF in ETF-Usd Inc. | Add +12.7% | 3.68% | +0.18 |
| DFGR Dim Global Real Estate ETF | Add +13.4% | 2.02% | +0.12 |
| DFGP Dimensional GLBL Core PL Fix | Add +12.5% | 1.86% | +0.10 |
| DUHP Dimensional US High Profi Et | Add +2.8% | 6.85% | +0.05 |
| JNJ Johnson & Johnson | Add +0.3% | 0.42% | +0.05 |
| AAPL Apple Inc. | Add +5.2% | 0.06% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +1.1% | 0.04% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +1.9% | 0.65% | +0.01 |
| INTC Intel Corp. | Add +1.6% | 0.02% | +0.00 |
| GOOGL Alphabet Inc. Class A | Add +3.3% | 0.02% | +0.00 |
| NVDA Nvidia Corp. | Add +0.2% | 0.04% | +0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +2.7% | 0.94% | +0.00 |
| ORCL Oracle Corp. | Add +73.7% | 0.00% | +0.00 |
| AVGO Broadcom Inc. | Add +71.4% | 0.00% | +0.00 |
| MSIF MSC Income Fund Inc. | New | 0.00% | +0.00 |
| HOOD Robinhood Markets Inc. Class A | Add +30.3% | 0.00% | +0.00 |
| VWOB Vanguard Emerg MKTS Gov BND | Add +176.5% | 0.00% | +0.00 |
| AMD Advanced Micro Devices | Add +100.0% | 0.00% | +0.00 |
| CVX Chevron Corp. | Add +21.9% | 0.00% | +0.00 |
| LRCX Lam Research Corp. | Add +13.6% | 0.00% | +0.00 |
| MU Micron Technology Inc. | Add +30.8% | 0.00% | +0.00 |
| MPWR Monolithic Power Systems Inc. | New | 0.00% | +0.00 |
| SOFI Sofi Technologies Inc. | Add +53.3% | 0.00% | +0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +9.1% | 0.00% | +0.00 |
| WDC Western Digital Corp. | Add +25.0% | 0.00% | +0.00 |
| NXPI NXP Semiconductors NV | Add +80.0% | 0.00% | +0.00 |
| AMAT Applied Materials Inc. | Add +60.0% | 0.00% | +0.00 |
| CMI Cummins Inc. | Add +25.0% | 0.00% | +0.00 |
| FSLR First Solar Inc. | Add +150.0% | 0.00% | +0.00 |
| HAL Halliburton Co. | Add +160.0% | 0.00% | +0.00 |
| ITW Illinois Tool Works | Add +60.0% | 0.00% | +0.00 |
| IQV Iqvia Holdings Inc. | Add +100.0% | 0.00% | +0.00 |
| MET Metlife Inc. | Add +37.5% | 0.00% | +0.00 |
| MDB Mongodb Inc. | New | 0.00% | +0.00 |
| NKE Nike Inc. Class B | Add +109.1% | 0.00% | +0.00 |
| TER Teradyne Inc. | Add +200.0% | 0.00% | +0.00 |
| AON Aon PLC Class A | Add +66.7% | 0.00% | +0.00 |
| WTW Willis Towers Watson PLC | Add +66.7% | 0.00% | +0.00 |
| ALG Alamo Group Inc. | New | 0.00% | +0.00 |
| AMKR Amkor Technology Inc. | Add +185.7% | 0.00% | +0.00 |
| ADM Archer-Daniels-Midland Co. | New | 0.00% | +0.00 |
| CF CF Industries Holdings Inc. | Add +71.4% | 0.00% | +0.00 |
| CHRW C.H. Robinson Worldwide Inc. | Add +28.6% | 0.00% | +0.00 |
| CG The Carlyle Group Inc. | Add +35.7% | 0.00% | +0.00 |
| CACC Credit Acceptance Corp. | New | 0.00% | +0.00 |
| ELAN Elanco Animal Health Inc. | Add +130.8% | 0.00% | +0.00 |
| FERG Ferguson Enterprises Inc. | Add +33.3% | 0.00% | +0.00 |
| DINO HF Sinclair Corp. | Add +160.0% | 0.00% | +0.00 |
| AGG iShares Core U.S. Aggregate | Add +9.4% | 0.01% | +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 |