PHILLIPS FINANCIAL MANAGEMENT, LLC: 13F holdings
CIK 13506602026Q2
| Positions | 291 |
|---|
| Reported value | $1.4bn |
|---|
| Filed | 2026-08-03 |
|---|
Change since last quarter
| Positions | 291 (+8 vs prior quarter) |
|---|
| Reported value | $1.4bn (-1.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IVV ISHARES TR | 201,998 | $151.3m | 11.1% |
| DFCF DIMENSIONAL ETF TRUST | 2,598,931 | $109.7m | 8.0% |
| DFIC DIMENSIONAL ETF TRUST | 2,464,885 | $91.8m | 6.7% |
| DFSD DIMENSIONAL ETF TRUST | 1,756,850 | $83.9m | 6.1% |
| WSBC DIMENSIONAL ETF TRUST | 1,363,899 | $53.9m | 4.0% |
| DIMENSIONAL ETF TRUST | 712,667 | $49.8m | 3.7% |
| DIMENSIONAL ETF TRUST | 1,166,460 | $48.7m | 3.6% |
| DFEM DIMENSIONAL ETF TRUST | 1,030,632 | $41.9m | 3.1% |
| VXUS VANGUARD STAR FDS | 419,285 | $35.8m | 2.6% |
| VOO VANGUARD INDEX FDS | 51,871 | $35.6m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1350660")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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