StockDriftsStockDriftsTop 50 HFM Investment Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 39.16% | 2.62M | $101.8M | +1.47%(+37.89K) | $33.93(+27.38%) | 2026-03-31 | |
| DFAX | DIMENSIONAL ETF TRUST | 20.45% | 1.57M | $53.2M | -1.68%(-26.81K) | $25.61(+46.53%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 12.8% | 788.5K | $33.3M | +9.88%(+70.87K) | $41.84(+0.96%) | 2026-03-31 | |
| DUHP | DIMENSIONAL ETF TRUST | 6.65% | 470.4K | $17.3M | +3.78%(+17.15K) | $34.42(+15.91%) | 2026-03-31 | |
| DFNM | DIMENSIONAL ETF TRUST | 6.6% | 358.2K | $17.2M | -2.33%(-8.54K) | $47.67(+1.05%) | 2026-03-31 | |
| DFGX | DIMENSIONAL ETF TRUST | 3.83% | 190.0K | $10.0M | +11.74%(+19.96K) | $52.46(+0.27%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 2.1% | 205.5K | $5.5M | +10.54%(+19.59K) | $26.12(+10.15%) | 2026-03-31 | |
| DFGP | DIMENSIONAL ETF TRUST | 1.94% | 93.4K | $5.0M | +11.95%(+9.98K) | $54.06(+0.55%) | 2026-03-31 | |
| AOA | ISHARES TR | 0.78% | 22.9K | $2.0M | -11.71%(-3.04K) | $76.94(+25.72%) | 2026-03-31 | |
| VT | VANGUARD INTL EQUITY INDEX F | 0.62% | 11.6K | $1.6M | -3.44%(-415) | $117.75(+31.98%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.97% | +51.96% |
| Top 20 Holdings Unweighted | +21.78% | +80.61% |
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