Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BENNINGFIELD FINANCIAL ADVISORS, LLC (CIK 2053653) reported $126.7M across 18 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFUV ($24.6M, 19.38%), VTIP ($21.2M, 16.69%), IEF ($19.8M, 15.62%), VTI ($16.2M, 12.77%), BSVO ($13.3M, 10.46%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFUV | DIMENSIONAL ETF TRUST | $24.6M | 19.38% | 506,819 | Added |
| 2 | VTIP | VANGUARD MALVERN FDS | $21.2M | 16.69% | 423,463 | Added |
| 3 | IEF | ISHARES TR | $19.8M | 15.62% | 207,357 | Added |
| 4 | VTI | VANGUARD INDEX FDS | $16.2M | 12.77% | 50,454 | Added |
| 5 | BSVO | EA SERIES TRUST | $13.3M | 10.46% | 522,314 | Trimmed |
| 6 | PLTR | PALANTIR TECHNOLOGIES INC | $12.8M | 10.09% | 87,440 | Trimmed |
| 7 | AVUV | AMERICAN CENTY ETF TR | $6.8M | 5.37% | 61,593 | Added |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $5.0M | 3.91% | 93,817 | Trimmed |
| 9 | VTV | VANGUARD INDEX FDS | $2.2M | 1.72% | 11,083 | Trimmed |
| 10 | VGIT | VANGUARD SCOTTSDALE FDS | $2.1M | 1.68% | 35,843 | Hold |
| 11 | QUAL | ISHARES TR | $626,644 | 0.49% | 3,267 | Trimmed |
| 12 | VXUS | VANGUARD STAR FDS | $525,120 | 0.41% | 6,810 | Added |
| 13 | DFAT | DIMENSIONAL ETF TRUST | $433,528 | 0.34% | 6,942 | Trimmed |
| 14 | IVLU | ISHARES TR | $322,692 | 0.25% | 8,132 | Hold |
| 15 | CAT | CATERPILLAR INC | $283,384 | 0.22% | 400 | Hold |
| 16 | VWO | VANGUARD INTL EQUITY INDEX F | $272,245 | 0.21% | 5,037 | Trimmed |
| 17 | DFAS | DIMENSIONAL ETF TRUST | $238,286 | 0.19% | 3,350 | Hold |
| 18 | IJS | ISHARES TR | $232,755 | 0.18% | 1,965 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31