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
7
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 7 of 7 · Source: 13F-HR
01
Quantum Financial Planning Services, Inc.
9.82% of portfolio
850,171 sh
02
Bridgewater Associates
1.39% of portfolio
666,771 sh
03
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
—
292,259 sh
04
Citigroup Inc.
—
210,792 sh
05
Shufro Rose & Co. LLC
0.37% of portfolio
171,154 sh
06
Citadel
—
90,860 sh
07
Renaissance Technologies
—
74,600 sh

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.

Convergence · $DFIC

Pattern cards reflect public SEC EDGAR and Congressional filing data only. Detection uses filing dates; trade execution dates may differ. Past convergence patterns do not predict future returns. Nothing here is investment advice.

Source data: SEC EDGAR · 13F-HR · Form 4 · U.S. House Clerk PTR (disclosures-clerk.house.gov) · Senate eFD (senate.gov) · Last refreshed 17:26 UTC.