Form 13-F position report Filing season in progress

DIMENSIONAL ETF TR DIMENSIONAL

Reported by United Wealth Management LLC

ETF profile Manager portfolio Source filing
DFGX CUSIP 25434V575 Manager CIK 0002055362
Latest reported change

Reported 693,643 shares, up 17,579 (2.6%) from the prior quarter.

Reported value -2.1%; share count 2.6% vs. the prior quarter.

Added
% of reported 13F value 9.39% This manager · Q3 2026
Shares 693,643 Quarter-end amount reported
Reported value $35,471,871 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2026

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.

8 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 693,643 +17,579 (2.6%) 9.39% $35,471,871 2026-10-30
Q2 2026 Added 676,064 +15,657 (2.4%) 8.15% $36,233,495 2026-07-23
Q1 2026 Added 660,407 +29,529 (4.7%) 8.61% $34,638,658 2026-05-04
Q4 2025 Added 630,878 +47,567 (8.2%) 8.59% $33,206,244 2026-02-11
Q3 2025 Added 583,311 +5,371 (0.9%) 8.56% $31,475,442 2025-11-12
Q2 2025 Reduced 577,940 -13,279 (-2.2%) 8.95% $30,838,859 2025-08-13
Q1 2025 Added 591,219 +14,419 (2.5%) 9.67% $30,891,173 2025-05-01
Q4 2024 New 576,800 +576,800 (0.0%) 10.17% $30,178,180 2025-02-10
Institutional context

Who else reported the position

106 managers reported DIMENSIONAL ETF TR DIMENSIONAL for Q3 2026 so far.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Apella Capital LLC Added 2,570,092 +310,542 1.67% $131,857,794 8 qtrs
Ironwood Wealth Management LLC Added 1,190,958 +238,478 13.14% $60,903,813 2 qtrs
United Wealth Management LLC This report Added 693,643 +17,579 9.39% $35,471,871 8 qtrs
Private Wealth Management Group LLC Added 690,153 +54,513 7.94% $35,293,390 5 qtrs
Guardian Wealth Management LLC Added 552,713 +65,744 8.0% $28,264,914 4 qtrs
BCM ADVISORS LLC Added 502,353 +487,432 5.05% $25,970,645 2 qtrs
Verisail Partners LLC Added 470,744 +19,801 8.91% $24,073,142 8 qtrs
Integrity Advisory Solutions LLC Added 437,236 +214,818 2.35% $22,359,622 5 qtrs
Equita Financial Network Inc Added 392,612 +26,746 5.68% $20,077,606 5 qtrs
Mattern Wealth Management LLC Added 386,380 +2,001 3.21% $19,758,894 12 qtrs
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Filing details and methodology As reported
Report period
September 30, 2026
Filed
October 30, 2026
Filing type
13F-HR
Position type
INTL COR FIX ETF

Voting authority reported

Sole
693,643
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

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.