Institutional Fund
Hfm Investment Advisors, LLC
Glassboro, NJCIK 20679725 filings on record
Portfolio Value
$260.05M
Q1 2026
Holdings
1,204
Reported positions
New Buys
41
Opened this quarter
QoQ Change
+1.7%
from $255.82M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust39.2%
- Dimensional ETF Trust20.4%
- Dimensional ETF Trust12.8%
- Dimensional ETF Trust6.6%
- Dimensional ETF Trust6.6%
- Dimensional ETF Trust3.8%
- Other10.5%
Portfolio Holdings
1,204 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.62M | $101.85M | 39.2% | +37.9K | Added |
| 2 | Dimensional ETF Trust | 1.57M | $53.17M | 20.4% | −26.8K | Reduced |
| 3 | Dimensional ETF Trust | 788.5K | $33.29M | 12.8% | +70.9K | Added |
| 4 | Dimensional ETF Trust | 470.4K | $17.29M | 6.6% | +17.2K | Added |
| 5 | Dimensional ETF Trust | 358.2K | $17.17M | 6.6% | −8.5K | Reduced |
| 6 | Dimensional ETF Trust | 190.0K | $9.96M | 3.8% | +20.0K | Added |
| 7 | Dimensional ETF Trust | 205.5K | $5.46M | 2.1% | +19.6K | Added |
| 8 | Dimensional ETF Trust | 93.4K | $5.05M | 1.9% | +10.0K | Added |
| 9 | Ishares Tr | 22.9K | $2.03M | 0.8% | −3.0K | Reduced |
| 10 | Vanguard Intl Equity Index F | 11.6K | $1.61M | 0.6% | −415 | Reduced |
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