Reported 171,484 shares, up 2,987 (1.8%) from the prior quarter.
Reported value 6.6%; 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 | 3208230 |
| 2025-03-31 | 3974852 |
| 2025-06-30 | 4537265 |
| 2025-09-30 | 4998112 |
| 2025-12-31 | 5434032 |
| 2026-03-31 | 5794461 |
| 2026-06-30 | 7201941 |
| 2026-09-30 | 6952300 |
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 | 168,991 | +603 (0.4%) | 1.84% | $6,952,300 | 2026-10-30 | |
| Q2 2026 | Reduced | 168,388 | -3,096 (-1.8%) | 1.62% | $7,201,941 | 2026-07-23 | |
| Q1 2026 | Added | 171,484 | +2,987 (1.8%) | 1.44% | $5,794,461 | 2026-05-04 | |
| Q4 2025 | Added | 168,497 | +4,848 (3.0%) | 1.41% | $5,434,032 | 2026-02-11 | |
| Q3 2025 | Added | 163,649 | +1,604 (1.0%) | 1.36% | $4,998,112 | 2025-11-12 | |
| Q2 2025 | Added | 162,045 | +4,438 (2.8%) | 1.32% | $4,537,265 | 2025-08-13 | |
| Q1 2025 | Added | 157,607 | +27,929 (21.5%) | 1.24% | $3,974,852 | 2025-05-01 | |
| Q4 2024 | New | 129,678 | +129,678 (0.0%) | 1.08% | $3,208,230 | 2025-02-10 |
Who else reported the position
131 managers reported DIMENSIONAL ETF TRUST for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Unison Advisors LLC | Added | 907,245 | +8,238 | 2.33% | $30,655,821 | 16 qtrs |
| Three Arch Wealth Management LLC | Added | 592,008 | +8,919 | 3.6% | $20,003,965 | 2 qtrs |
| Beacon Pointe Advisors LLC | Reduced | 358,729 | -11,448 | 0.06% | $12,121,462 | 16 qtrs |
| von Borstel & Associates Inc | Reduced | 244,222 | -19,889 | 1.89% | $8,252,000 | 7 qtrs |
| Vestmark Advisory Solutions Inc | Added | 238,173 | +8,020 | 0.09% | $8,047,866 | 13 qtrs |
| DiNuzzo Private Wealth Inc | Reduced | 213,393 | -4,285 | 0.78% | $7,210,548 | 10 qtrs |
| OLD MISSION CAPITAL LLC | Added | 182,716 | +172,567 | 0.1% | $6,173,973 | 16 qtrs |
| United Wealth Management LLC This report | Added | 171,484 | +2,987 | 1.44% | $5,794,461 | 6 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 167,542 | +15,462 | < 0.01% | $5,661,252 | 12 qtrs |
| Chicago Partners Investment Group LLC | Added | 137,337 | +395 | 0.12% | $5,284,740 | 13 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 04, 2026
- Filing type
- 13F-HR
- Position type
- EMERGING MKTS HI
Voting authority reported
- Sole
- 171,484
- 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.