DFIC · Insider trading · 13F holders · Congress trades
Dimensional ETF Trust (DFIC)
Who is buying and selling DFIC: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 309
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
DFIC at a glance
- No open-market insider purchases or sales of DFIC were filed in the last 90 days.
- 309 13F filers hold DFIC among their 50 largest positions, worth $10.3B combined. The biggest bets by portfolio weight are Capstone Capital LLC (22.8%), Tassel Capital Management, Inc. (20.4%) and Aspen Capital Management, LLC (19.6%). In their latest 13Fs, 1 manager opened a new position and 100 added to one.
- No member of Congress has disclosed a trade in DFIC.
DFIC insider trading
No open-market insider purchases or sales of DFIC were filed in the last 90 days.
Who owns DFIC? Hedge funds and superinvestors
309 13F filers hold DFIC among their 50 largest positions, worth $10.3B combined. The biggest bets by portfolio weight are Capstone Capital LLC (22.8%), Tassel Capital Management, Inc. (20.4%) and Aspen Capital Management, LLC (19.6%). In their latest 13Fs, 1 manager opened a new position and 100 added to one.
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc /advInvestment manager | 1.9% | $1.5B | 41,492,937 | +7.9% shares | Q2 2026 |
| Forum Financial Management, LPWealth manager | 8.2% | $627.8M | 16,693,558 | +1.4% shares | Q3 2026 |
| Evensky & Katz LLCWealth manager | 12.2% | $232.6M | 6,184,354 | +1.5% shares | Q3 2026 |
| Apella Capital, LLCWealth manager | 2.4% | $189.4M | 5,071,742 | +6.3% shares | Q3 2026 |
| JMG Financial Group, Ltd.Wealth manager | 4.5% | $185.3M | 4,973,487 | +3.9% shares | Q2 2026 |
| Greenspring Advisors, LLCWealth manager | 9.3% | $167.5M | 4,494,230 | +0.6% shares | Q2 2026 |
| RW Investment Management LLCWealth manager | 13.8% | $157.1M | 4,217,089 | -0.4% shares | Q2 2026 |
| Summit Financial Strategies, Inc.Wealth manager | 10.5% | $152.1M | 4,044,958 | +2.0% shares | Q3 2026 |
| Plancorp, LLCWealth manager | 3.5% | $145.5M | 3,901,958 | +11.5% shares | Q2 2026 |
| Awm Capital, LLCWealth manager | 10.0% | $141.8M | 3,770,822 | +3.6% shares | Q3 2026 |
| Maseco LLPWealth manager | 3.9% | $141.4M | 3,759,654 | +10.9% shares | Q3 2026 |
| Cannon Financial Strategists, Inc.Wealth manager | 15.4% | $136.6M | 3,632,545 | +0.8% shares | Q3 2026 |
| Sageworth Trust CoBank & trust | 4.7% | $118.6M | 3,184,052 | -1.3% shares | Q2 2026 |
| Park Avenue Securities LLCWealth manager | 0.7% | $117.2M | 3,115,639 | +5.3% shares | Q3 2026 |
| Symmetry Partners, LLCWealth manager | 5.8% | $112.9M | 3,002,638 | +0.6% shares | Q3 2026 |
| Annex Advisory Services, LLCWealth manager | 1.8% | $111.7M | 2,969,717 | +11.5% shares | Q3 2026 |
| Beacon Pointe Advisors, LLCWealth manager | 0.4% | $96.2M | 2,581,098 | -0.6% shares | Q2 2026 |
| Phillips Financial Management, LLCWealth manager | 7.3% | $95.7M | 2,543,893 | +3.2% shares | Q3 2026 |
| Asset Dedication, LLCWealth manager | 5.8% | $91.7M | 2,461,908 | +2.2% shares | Q2 2026 |
| Aspen Capital Management, LLCWealth manager | 19.6% | $88.7M | 2,380,785 | +4.6% shares | Q2 2026 |
| WPWealth LLPWealth manager | 13.1% | $88.0M | 2,362,665 | -6.2% shares | Q2 2026 |
| Rockbridge Investment Management, LCCAsset manager | 7.1% | $87.6M | 2,349,813 | +7.4% shares | Q2 2026 |
| Rather & Kittrell, Inc.Wealth manager | 12.2% | $87.3M | 2,342,238 | +3.6% shares | Q2 2026 |
| Elser Financial Planning, IncWealth manager | 3.8% | $85.8M | 2,282,383 | +3.4% shares | Q3 2026 |
| Leading Edge Financial Planning LLCWealth manager | 17.3% | $83.5M | 2,220,664 | +3.3% shares | Q3 2026 |
| Kestra Investment Management, LLCInstitutional asset manager | 1.6% | $83.3M | 2,234,347 | -12.6% shares | Q2 2026 |
| SJS Investment Consulting Inc.Wealth manager | 8.4% | $83.2M | 2,213,198 | +7.0% shares | Q3 2026 |
| Bernicke Wealth Management, Ltd.Wealth manager | 9.6% | $83.0M | 2,226,505 | +1.2% shares | Q2 2026 |
| Brighton Jones LLCWealth manager | 1.5% | $82.8M | 2,222,157 | +6.9% shares | Q2 2026 |
| OneDigital Investment Advisors LLCInstitutional asset manager | 0.7% | $81.1M | 2,176,295 | +4.9% shares | Q2 2026 |
The 30 largest of 309 positions, by value. Each manager counts with its latest 13F (Q3 2026: 156, Q2 2026: 148, Q1 2026: 5). Screen DFIC in the grand portfolio →
DFIC stock trades by members of Congress
No member of Congress has disclosed a trade in DFIC.
DFIC questions and answers
Are insiders buying DFIC stock?
No open-market insider purchases or sales of DFIC were filed in the last 90 days.
Which hedge funds own DFIC?
309 13F filers hold DFIC among their 50 largest positions, worth $10.3B combined. The biggest bets by portfolio weight are Capstone Capital LLC (22.8%), Tassel Capital Management, Inc. (20.4%) and Aspen Capital Management, LLC (19.6%). In their latest 13Fs, 1 manager opened a new position and 100 added to one.
Has Congress traded DFIC?
No member of Congress has disclosed a trade in DFIC.
Who is the largest holder of DFIC?
Among 13F filers, Mercer Global Advisors Inc /adv reports the largest DFIC position, $1.5B (41,492,937 shares) in its Q2 2026 13F. The biggest bet by portfolio weight is Capstone Capital LLC's: 22.8% of its portfolio.
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