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.
PHILLIPS FINANCIAL MANAGEMENT, LLC (CIK 1350660) reported $1.38B across 283 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IVV ($145.2M, 10.53%), DFCF ($106.7M, 7.74%), DFIC ($92.8M, 6.73%), DFSD ($82.1M, 5.95%), DFLV ($50.4M, 3.66%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $145.2M | 10.53% | 222,342 | Trimmed |
| 2 | DFCF | DIMENSIONAL ETF TRUST | $106.7M | 7.74% | 2.5M | Trimmed |
| 3 | DFIC | DIMENSIONAL ETF TRUST | $92.8M | 6.73% | 2.6M | Trimmed |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $82.1M | 5.95% | 1.7M | Trimmed |
| 5 | DFLV | DIMENSIONAL ETF TRUST | $50.4M | 3.66% | 1.4M | Trimmed |
| 6 | DFAT | DIMENSIONAL ETF TRUST | $47.3M | 3.43% | 757,816 | Trimmed |
| 7 | DUHP | DIMENSIONAL ETF TRUST | $45.9M | 3.33% | 1.2M | Trimmed |
| 8 | DFEM | DIMENSIONAL ETF TRUST | $38.3M | 2.78% | 1.1M | Trimmed |
| 9 | VXUS | VANGUARD STAR FDS | $37.5M | 2.72% | 486,052 | Trimmed |
| 10 | IJH | ISHARES TR | $37.3M | 2.70% | 551,833 | Trimmed |
| 11 | VOO | VANGUARD INDEX FDS | $36.5M | 2.65% | 61,107 | Trimmed |
| 12 | DFAS | DIMENSIONAL ETF TRUST | $30.9M | 2.24% | 434,221 | Trimmed |
| 13 | IVE | ISHARES TR | $29.3M | 2.13% | 138,943 | Trimmed |
| 14 | DFAC | DIMENSIONAL ETF TRUST | $28.0M | 2.03% | 720,781 | Trimmed |
| 15 | IXUS | ISHARES TR | $27.6M | 2.00% | 318,532 | Trimmed |
| 16 | BNDX | VANGUARD CHARLOTTE FDS | $27.3M | 1.98% | 568,524 | Trimmed |
| 17 | DUSB | DIMENSIONAL ETF TRUST | $26.1M | 1.89% | 515,043 | Added |
| 18 | VO | VANGUARD INDEX FDS | $25.7M | 1.86% | 89,427 | Trimmed |
| 19 | LRGF | ISHARES TR | $18.9M | 1.37% | 285,753 | Trimmed |
| 20 | AGG | ISHARES TR | $18.4M | 1.34% | 185,469 | Trimmed |
| 21 | USHY | ISHARES TR | $18.2M | 1.32% | 494,734 | Trimmed |
| 22 | VOOV | VANGUARD ADMIRAL FDS INC | $17.1M | 1.24% | 83,854 | Trimmed |
| 23 | DFAR | DIMENSIONAL ETF TRUST | $16.4M | 1.19% | 694,952 | Trimmed |
| 24 | VBR | VANGUARD INDEX FDS | $12.3M | 0.89% | 56,595 | Trimmed |
| 25 | BND | VANGUARD BD INDEX FDS | $12.2M | 0.88% | 165,041 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31