PHILLIPS FINANCIAL MANAGEMENT, LLC — 13F holdings

PHILLIPS FINANCIAL MANAGEMENT, LLC reported 282 holdings worth $1.31B in its 13F filing for Q3 2026, filed October 19, 2026.

Largest positions

  1. IVV ISHARES TR — $154M (11.8%)
  2. DFCF DIMENSIONAL ETF TRUST — $119M (9.1%)
  3. DFIC DIMENSIONAL ETF TRUST — $95.7M (7.3%)
  4. DFSD DIMENSIONAL ETF TRUST — $93.6M (7.2%)
  5. DFLV DIMENSIONAL ETF TRUST — $57.7M (4.4%)
  6. DIMENSIONAL ETF TRUST — $48.6M (3.7%)
  7. DFEM DIMENSIONAL ETF TRUST — $41.7M (3.2%)
  8. VOO VANGUARD INDEX FDS — $35.9M (2.8%)
  9. VXUS VANGUARD STAR FDS — $34.9M (2.7%)
  10. DIMENSIONAL ETF TRUST — $33.4M (2.6%)