DIMENSIONAL ETF TRUST

$DFIC
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Smart money positioned

9 of the Top-200 alpha managers hold $DFIC as of the latest 13F snapshot.

13F holders
591
Insider buys · 90d
0
Congress · 90d
0

Smart Money · top-200 alpha cohort

9 holders · Q1 2026

$DFIC is held by 9 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.02% to 4.21%, with an average of 0.63% of portfolio. Largest holder: Windward Private Wealth Management Inc. at 4.21%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

01
Windward Private Wealth Management Inc.
4.21% held
α +42.1pts
02
Baring Fintech Fund III Managers Ltd
0.82% NEW
α +13.5pts
03
Sharpepoint LLC
0.23% held
α +11.4pts
04
Iat Reinsurance Co. Ltd.
0.20% held
α +12.5pts
05
Legend Financial Advisors, Inc.
0.08% held
α +12.3pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Institutional holders

Top 10 of 591 · Source: 13F-HR
01
Legal & General Group Plc
2.02% of portfolio
38,461,411 sh
02
HGI Capital Management, LLC
3.72% of portfolio
6,997,676 sh
03
Clark Capital Management Group, Inc.
12.24% of portfolio
6,055,549 sh
04
Marquette Asset Management, LLC
0.05% of portfolio
5,435,458 sh
05
Mountain Lake Investment Management LLC
4.68% of portfolio
4,786,293 sh
06
Secure Asset Management, LLC
2.57% of portfolio
4,552,460 sh
07
BSN Capital Partners Ltd
9.67% of portfolio
4,466,470 sh
08
Evergreen Private Wealth LLC
0.37% of portfolio
4,457,004 sh
09
JMG Financial Group, Ltd.
4.29% of portfolio
4,432,470 sh
10
Private Harbour Investment Management & Counsel, LLC
0.16% of portfolio
4,316,541 sh
See all 591 13F holders · Pro →

Insider activity · last 90 days

No insider activity

No Form 4 filings on record for $DFIC in the recent window.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $DFIC in the recent window.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 08:03 UTC.