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HFM Investment Advisors, LLC Last Quarter Change: USA ETF, Reduced

HFM Investment Advisors, LLC quarter change: USA ETF, Reduced

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, HFM Investment Advisors, LLC opened 18 positions, added to 13, reduced 27, sold out of 21 and left 11 unchanged. The largest increase in value was DFAC (+$114,552,526); the largest decrease was DFAC (-$101,846,120).

  • DFAX: Country of operation —; Class WORLD EX US CORE; Shares 2026-03-31 1,565,178; Shares 2026-06-30 1,534,860.
  • DFGR: Country of operation —; Class GLOBAL REAL EST; Shares 2026-03-31 205,466; Shares 2026-06-30 199,061.
  • VT: Country of operation —; Class TT WRLD ST ETF; Shares 2026-03-31 11,632; Shares 2026-06-30 9,404.
  • VEA: Country of operation —; Class VAN FTSE DEV MKT; Shares 2026-03-31 1,902; Shares 2026-06-30 1,269.

Two Form 13F-HR filings compared (SEC CIK 2067972): 2026-03-31 (filed 2026-05-01) and 2026-06-30 (filed 2026-08-04). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
DFAX
DIMENSIONAL ETF TRUST
WORLD EX US CORE1,565,1781,534,860-30,318$53,169,098$56,544,192+$3,375,094
DFGR
DIMENSIONAL ETF TRUST
GLOBAL REAL EST205,466199,061-6,405$5,461,278$5,766,794+$305,516
VT
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF11,6329,404-2,228$1,609,081$1,475,807-$133,274
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT1,9021,269-633$121,885$90,349-$31,536
JPST
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF2,2031,785-418$111,474$90,238-$21,236
JSCP
J P MORGAN EXCHANGE TRADED F
SHORT DURA CORE2,8192,381-438$133,339$112,253-$21,086
VOE
VANGUARD INDEX FDS
MCAP VL IDXVIP12229-93$22,445$5,692-$16,753
JCPB
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF36291-271$17,065$4,262-$12,803
VWO
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF678452-226$36,668$26,974-$9,694
BNDX
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF819632-187$39,347$30,567-$8,780
GBIL
GOLDMAN SACHS ETF TR
ACCES TREASURY182102-80$18,185$10,169-$8,016
EMB
ISHARES TR
JPMORGAN USD EMG11555-60$10,763$5,213-$5,550
JAAA
JANUS DETROIT STR TR
HENDRSON AAA CL659555-104$33,194$28,022-$5,172
VTIP
VANGUARD MALVERN FDS
STRM INFPROIDX678574-104$33,878$28,795-$5,083
IUSB
ISHARES TR
CORE UNIVRSL USD334262-72$15,468$12,067-$3,401
GEM
GOLDMAN SACHS ETF TR
ACTIVEBETA EME772-75$3,334$54-$3,280
STIP
ISHARES TR
0-5 YR TIPS ETF12495-29$12,858$9,632-$3,226
VGSH
VANGUARD SCOTTSDALE FDS
SHORT TERM TREAS304256-48$17,796$14,900-$2,896
PYLD
PIMCO ETF TR
MULTISECTOR BD367290-77$9,615$7,691-$1,924
DFIC
DIMENSIONAL ETF TRUST
INTL CORE EQUITY377311-66$13,409$11,562-$1,847
VWOB
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF125101-24$8,204$6,744-$1,460
MUB
ISHARES TR
NATIONAL MUN ETF436418-18$46,252$44,958-$1,294
GSLC
GOLDMAN SACHS ETF TR
ACTIVEBETA US LG178149-29$22,355$21,114-$1,241
AGG
ISHARES TR
CORE US AGGBD ET274266-8$27,202$26,275-$927
GSIE
GOLDMAN SACHS ETF TR
ACTIVEBETA INT157132-25$6,784$6,011-$773
SMLF
ISHARES TR
US SML CAP EQT8872-16$6,697$6,342-$355
AVRE
AMERICAN CENTY ETF TR
REAL ESTATE ETF3931-8$1,717$1,469-$248

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