$DFIC is held by 11 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 10.16%, with an average of 2.47% of portfolio. Largest holder: Quantum Financial Planning Services, Inc. at 10.16%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
DIMENSIONAL ETF TRUST
13F holders
591
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
—
Institutional holders
Top 10 of 591 · Source: 13F-HR01
Legal & General Group Plc
—
—
02
HGI Capital Management, LLC
—
—
03
Clark Capital Management Group, Inc.
—
—
04
Marquette Asset Management, LLC
—
—
05
Mountain Lake Investment Management LLC
—
—
06
Secure Asset Management, LLC
—
—
07
BSN Capital Partners Ltd
—
—
08
Evergreen Private Wealth LLC
—
—
09
JMG Financial Group, Ltd.
—
—
10
Private Harbour Investment Management & Counsel, LLC
—
—
Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
11 holders · Q1 202601
Quantum Financial Planning Services, Inc.
10.16% ↑ +0.5pp
α +28.9pts
02
Quarry Hill Advisors, LLC
7.62% NEW
α +11.4pts
03
Plum Street Advisors, LLC
4.46% ↑ +0.9pp
α +18.0pts
04
Avant Financial Advisors LLC
2.70% NEW
α +10.5pts
05
Truepoint, Inc.
1.55% held
α +21.4pts
06
Shufro Rose & Co. LLC
0.40% NEW
α +32.3pts
07
RFG Advisory, LLC
0.21% NEW
α +16.2pts
08
Long Island Wealth Management, Inc.
0.11% NEW
α +21.8pts
09
Principal Securities, Inc.
0.01% held
α +21.3pts
10
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.00% held
α +27.5pts
11
Citigroup Inc.
0.00% held
α +26.3pts
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.
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 · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $DFIC lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $DFIC — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 03:00 UTC.