Form 13-F position report

DIMENSIONAL ETF TRUST

Reported by FORVIS Wealth Advisors LLC

ETF profile Manager portfolio Source filing
DFAR CUSIP 25434V823 Manager CIK 0001352864
Latest reported change

Reported 379,501 shares, down 137,449 (26.6%) from the prior quarter.

Reported value -14.8%; share count -26.6% vs. the prior quarter.

Reduced
% of reported 13F value 0.22% This manager · Q3 2024
Shares 379,501 Quarter-end amount reported
Reported value $9,730,398 Fair value at quarter end
Consecutive quarters held 10 Through Q3 2024

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.

18 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Reduced 0 -56,221 (-100.0%) 0 $0 2026-10-13
Q2 2026 Reduced 56,221 -3,312 (-5.6%) 0.02% $1,470,736 2026-08-10
Q1 2026 Reduced 59,533 -6,219 (-9.5%) 0.03% $1,407,945 2026-05-01
Q4 2025 Reduced 65,752 -18,654 (-22.1%) 0.03% $1,505,801 2026-02-10
Q3 2025 Reduced 84,406 -38,183 (-31.1%) 0.04% $2,013,080 2025-10-30
Q2 2025 Reduced 122,589 -51,954 (-29.8%) 0.06% $2,875,927 2025-07-29
Q1 2025 Reduced 174,543 -94,071 (-35.0%) 0.1% $4,148,886 2025-05-13
Q4 2024 Reduced 268,614 -110,887 (-29.2%) 0.14% $6,250,643 2025-02-04
Q3 2024 Reduced 379,501 -137,449 (-26.6%) 0.22% $9,730,398 2024-11-14
Q2 2024 Reduced 516,950 -74,757 (-12.6%) 0.29% $11,424,586 2024-08-09
Q1 2024 Added 591,707 +8,609 (1.5%) 0.34% $13,236,490 2024-04-19
Q4 2023 Added 583,098 +23,529 (4.2%) 0.37% $13,259,659 2024-01-11
Q3 2023 Added 559,569 +97,020 (21.0%) 0.33% $10,922,792 2023-10-26
Q2 2023 Added 462,549 +97,287 (26.6%) 0.29% $9,954,073 2023-08-08
Q1 2023 Added 365,262 +59,670 (19.5%) 0.26% $7,849,499 2023-04-27
Q4 2022 Added 305,592 +115,942 (61.1%) 0.23% $6,463,281 2023-02-03
Q3 2022 Added 189,650 +111,142 (141.6%) 0.16% $3,899,000 2022-10-14
Q2 2022 New 78,508 +78,508 (0.0%) 0.07% $1,814,000 2022-07-22
Institutional context

Who else reported the position

218 managers reported DIMENSIONAL ETF TRUST for Q3 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Vista Wealth Management Group LLC Added 2,949,846 +320 5.02% $75,634,047 10 qtrs
HighTower Advisors LLC Added 2,195,896 +48,458 0.08% $56,295,000 10 qtrs
Elwood & Goetz Wealth Advisory Group LLC Added 1,925,673 +47,115 12.23% $49,374,263 10 qtrs
Beaird Harris Wealth Management LLC Reduced 1,626,622 -51,153 3.64% $41,706,583 11 qtrs
Savant Capital LLC Reduced 1,261,967 -133,642 0.27% $32,356,833 5 qtrs
RAM Investment Partners LLC Added 1,196,984 +13,566 7.99% $30,690,680 8 qtrs
Moisand Fitzgerald Tamayo LLC Added 1,075,706 +6,699 3.79% $27,581,105 8 qtrs
Rather & Kittrell Inc Reduced 834,362 -17,886 5.24% $21,393,033 10 qtrs
GREAT OAK CAPITAL PARTNERS LLC Added 779,202 +34,739 6.74% $19,487,853 4 qtrs
Root Financial Partners LLC Added 749,134 +201,518 3.07% $19,207,784 7 qtrs
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Filing details and methodology As reported
Report period
September 30, 2024
Filed
November 14, 2024
Filing type
13F-HR
Position type
US REAL ESTATE E

Voting authority reported

Sole
0
Shared
0
None
379,501

“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.