Reported 660,407 shares, up 29,529 (4.7%) from the prior quarter.
Reported value 4.3%; share count 4.7% vs. the prior 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.
| Date | Holding Value |
|---|---|
| 2024-12-31 | 30178180 |
| 2025-03-31 | 30891173 |
| 2025-06-30 | 30838859 |
| 2025-09-30 | 31475442 |
| 2025-12-31 | 33206244 |
| 2026-03-31 | 34638658 |
| 2026-06-30 | 36233495 |
| 2026-09-30 | 35471871 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| 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 |
Who else reported the position
174 managers reported DIMENSIONAL ETF TR DIMENSIONAL for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Apella Capital LLC | Added | 2,130,939 | +195,309 | 1.68% | $113,174,152 | 6 qtrs |
| Planning Center Inc | Added | 1,552,569 | +76,771 | 8.25% | $81,433,021 | 8 qtrs |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | Added | 717,238 | +65,514 | 5.93% | $37,619,505 | 5 qtrs |
| Elser Financial Planning Inc | Added | 707,855 | +72,648 | 1.8% | $37,180,092 | 2 qtrs |
| Alpha Financial Advisors LLC | Added | 699,862 | +42,225 | 11.25% | $36,708,127 | 10 qtrs |
| Hill Investment Group Partners LLC | Reduced | 678,537 | -295,733 | 3.93% | $35,589,602 | 9 qtrs |
| United Wealth Management LLC This report | Added | 660,407 | +29,529 | 8.61% | $34,638,658 | 6 qtrs |
| Private Wealth Management Group LLC | Added | 619,301 | +34,807 | 8.53% | $32,482,648 | 3 qtrs |
| Savant Capital LLC | Reduced | 553,967 | -140,323 | 0.14% | $29,055,846 | 3 qtrs |
| HighTower Advisors LLC | Added | 466,474 | +13,965 | 0.03% | $24,466,769 | 10 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 04, 2026
- Filing type
- 13F-HR
- Position type
- DIMENSIONAL INTE
Voting authority reported
- Sole
- 660,407
- 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.