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Jay Proffitt

Hfm Investment Advisors, Llc

Assets Managed
$260.05M
Holdings
1210
Last Quarter
2026 - Q1
Filed Date
2mo 26d ago
Growth Rate
1.66%(2Q avg: 2.72%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Hfm Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 1210 positions.

Assets under management

The assets under management (AUM) of Hfm Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 260.05M in assets, with a quarterly growth rate of 1.66% and a 2-quarter average growth rate of 2.72%. The portfolio is managed by Jay Proffitt, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.47%
39.17%
$101.846M
2.621M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Decreased -1.68%
20.45%
$53.169M
1.565M shares@ $33.98 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 9.88%
12.81%
$33.29M
788,499 shares@ $42.23 avg price
DUHP
Dimensional Us High Profi Et
Recent Activity
Increased 3.79%
6.65%
$17.291M
470,386 shares@ $36.77 avg price
DFNM
Dimensional National Muni Bd
Recent Activity
Decreased -2.33%
6.61%
$17.168M
358,188 shares@ $47.94 avg price
DFGX
Dim Gbl Ex Us C Fixed Inc
Recent Activity
Increased 11.75%
3.84%
$9.965M
189,982 shares@ $52.46 avg price
DFGR
Dim Global Real Estate Etf
Recent Activity
Increased 10.54%
2.11%
$5.461M
205,466 shares@ $26.58 avg price
DFGP
Dim Global Cp Fixed Income
Recent Activity
Increased 11.96%
1.95%
$5.045M
93,449 shares@ $54.0 avg price
AOA
Ishares Core Aggressive Allo
Recent Activity
Decreased -11.71%
0.78%
$2.026M
22,899 shares@ $88.5 avg price
VT
Vanguard Tot World Stk Etf
Recent Activity
Decreased -3.44%
0.62%
$1.609M
11,632 shares@ $138.34 avg price

1-10 of 1210