Reported 273,183 shares, up 4,756 (1.8%) from the prior quarter.
Reported value 6.3%; share count 1.8% 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 | 6165161 |
| 2025-03-31 | 6893611 |
| 2025-06-30 | 7766825 |
| 2025-09-30 | 8447145 |
| 2025-12-31 | 8879552 |
| 2026-03-31 | 9438485 |
| 2026-06-30 | 10951926 |
| 2026-09-30 | 10817030 |
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 | 272,332 | +2,846 (1.1%) | 2.86% | $10,817,030 | 2026-10-30 | |
| Q2 2026 | Reduced | 269,486 | -3,697 (-1.4%) | 2.46% | $10,951,926 | 2026-07-23 | |
| Q1 2026 | Added | 273,183 | +4,756 (1.8%) | 2.35% | $9,438,485 | 2026-05-04 | |
| Q4 2025 | Added | 268,427 | +5,030 (1.9%) | 2.3% | $8,879,552 | 2026-02-11 | |
| Q3 2025 | Added | 263,397 | +1,712 (0.7%) | 2.3% | $8,447,145 | 2025-11-12 | |
| Q2 2025 | Added | 261,685 | +1,155 (0.4%) | 2.25% | $7,766,825 | 2025-08-13 | |
| Q1 2025 | Added | 260,530 | +25,129 (10.7%) | 2.16% | $6,893,611 | 2025-05-01 | |
| Q4 2024 | New | 235,401 | +235,401 (0.0%) | 2.08% | $6,165,161 | 2025-02-10 |
Who else reported the position
581 managers reported DIMENSIONAL ETF TRUST for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Forum Financial Management LP | Reduced | 16,404,290 | -1,181,084 | 8.02% | $566,768,221 | 16 qtrs |
| Focus Partners Wealth | Added | 9,014,872 | +652,903 | 0.35% | $311,797,692 | 7 qtrs |
| Buckingham Strategic Partners | Added | 7,702,569 | +685,041 | 2.68% | $265,962,835 | 15 qtrs |
| CI Private Wealth LLC | Reduced | 7,035,546 | -30,819 | 0.35% | $243,052,471 | 14 qtrs |
| Sequoia Financial Advisors LLC | Added | 5,345,392 | +378,216 | 1.03% | $184,683,293 | 14 qtrs |
| Truepoint Inc | Added | 5,286,463 | +289,046 | 4.07% | $182,647,294 | 15 qtrs |
| Savant Capital LLC | Added | 4,227,172 | +1,579,336 | 0.71% | $146,048,813 | 14 qtrs |
| HBK Sorce Advisory LLC | Added | 3,249,517 | +131,004 | 2.63% | $132,710,292 | 10 qtrs |
| HighTower Advisors LLC | Reduced | 3,220,182 | -540,004 | 0.12% | $111,257,301 | 16 qtrs |
| FORVIS Wealth Advisors LLC | Added | 3,091,483 | +269,872 | 2.03% | $106,810,755 | 15 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 04, 2026
- Filing type
- 13F-HR
- Position type
- EMERGING MKTS CO
Voting authority reported
- Sole
- 273,183
- 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.