Form 13-F position report

DIMENSIONAL ETF TRUST

Reported by Syverson Strege & Co

ETF profile Manager portfolio Source filing
DFAU CUSIP 25434V104 Manager CIK 0001682057
Latest reported change

Reported 296,125 shares, up 577 (0.2%) from the prior quarter.

Reported value 9.7%; share count 0.2% vs. the prior quarter.

Added
% of reported 13F value 7.24% This manager · Q4 2021
Shares 296,125 Quarter-end amount reported
Reported value $9,772,000 Fair value at quarter end
Consecutive quarters held 4 Through Q4 2021

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 173,939 -27,723 (-13.7%) 1.98% $9,107,468 2026-11-02
Q2 2026 Reduced 201,662 -15,123 (-7.0%) 2.27% $10,423,890 2026-08-06
Q1 2026 Reduced 216,785 -28,722 (-11.7%) 2.35% $9,781,329 2026-05-04
Q4 2025 Reduced 245,507 -14,696 (-5.6%) 2.72% $11,489,743 2026-02-09
Q3 2025 Reduced 260,203 -71,184 (-21.5%) 2.85% $11,906,907 2025-12-01
Q2 2025 Added 331,387 +21,117 (6.8%) 3.32% $14,037,547 2025-08-04
Q1 2025 Added 310,270 +5,925 (1.9%) 3.83% $11,926,761 2025-05-13
Q4 2024 Reduced 304,345 -290 (-0.1%) 4.11% $12,322,910 2025-02-11
Q3 2024 Added 304,635 +5,796 (1.9%) 4.05% $12,090,977 2024-11-12
Q2 2024 Added 298,839 +3,780 (1.3%) 3.82% $11,203,490 2024-08-07
Q1 2024 Reduced 295,059 -11,141 (-3.6%) 3.89% $10,781,438 2024-04-30
Q4 2023 Added 306,200 +1,395 (0.5%) 3.95% $10,181,139 2024-02-14
Q3 2023 Added 304,805 +1,075 (0.4%) 4.08% $9,128,921 2023-11-09
Q2 2023 Added 303,730 +5,506 (1.8%) 4.03% $9,412,597 2023-08-04
Q1 2023 Reduced 298,224 -9,845 (-3.2%) 3.66% $8,579,908 2023-05-03
Q4 2022 Added 308,069 +2,232 (0.7%) 3.77% $8,324,014 2023-02-07
Q3 2022 Added 305,837 +1,656 (0.5%) 3.9% $7,692,000 2022-11-09
Q2 2022 Added 304,181 +6,265 (2.1%) 2.96% $8,040,000 2022-08-11
Q1 2022 Added 297,916 +1,791 (0.6%) 10.21% $9,390,000 2022-04-13
Q4 2021 Added 296,125 +577 (0.2%) 7.24% $9,772,000 2022-01-19
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Institutional context

Who else reported the position

169 managers reported DIMENSIONAL ETF TRUST for Q4 2021.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Retirement Solution Inc Added 3,380,891 +11,752 47.74% $111,569,000 5 qtrs
Meridian Wealth Partners LLC Reduced 2,458,318 -1,677 16.25% $81,124,000 4 qtrs
EATON VANCE MANAGEMENT Added 2,209,147 +2,040,815 0.09% $72,902,000 2 qtrs
Ullmann Wealth Partners Group LLC New 1,847,064 +1,847,064 16.28% $60,953,000 1 qtr
Parsec Financial Management Inc Added 1,715,081 +239,593 2.34% $56,598,000 3 qtrs
Aquire Wealth Advisors LLC New 1,390,441 +1,390,441 24.02% $45,885,000 1 qtr
Sequoia Financial Advisors LLC New 1,363,604 +1,363,604 1.23% $44,999,000 1 qtr
Allworth Financial LP Added 976,451 +73,148 0.46% $32,223,000 5 qtrs
EVOKE WEALTH LLC Added 604,295 +156,120 0.63% $19,942,000 5 qtrs
COMMONWEALTH EQUITY SERVICES LLC Added 519,031 +62,175 0.04% $17,128,000 5 qtrs
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Filing details and methodology As reported
Report period
December 31, 2021
Filed
January 19, 2022
Filing type
13F-HR
Position type
US CORE EQT MKT

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.