Form 13-F position report

DIMENSIONAL ETF TRUST

Reported by Beaird Harris Wealth Management LLC

ETF profile Manager portfolio Source filing
DFAR CUSIP 25434V823 Manager CIK 0001908938
Latest reported change

Reported 1,626,622 shares, down 51,153 (3.0%) from the prior quarter.

Reported value 12.5%; share count -3.0% vs. the prior quarter.

Reduced
% of reported 13F value 3.64% This manager · Q3 2024
Shares 1,626,622 Quarter-end amount reported
Reported value $41,706,583 Fair value at quarter end
Consecutive quarters held 11 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
Q2 2026 Reduced 258,386 -159,125 (-38.1%) 0.42% $6,759,372 2026-07-08
Q1 2026 Reduced 417,511 -104,423 (-20.0%) 0.67% $9,874,129 2026-05-14
Q4 2025 Reduced 521,934 -557,752 (-51.7%) 0.82% $11,952,920 2026-02-23
Q3 2025 Reduced 1,079,686 -708,956 (-39.6%) 1.83% $25,750,509 2025-11-13
Q2 2025 Added 1,788,642 +56,371 (3.3%) 3.25% $41,961,530 2025-08-14
Q1 2025 Added 1,732,271 +51,100 (3.0%) 3.5% $41,176,092 2025-05-15
Q4 2024 Added 1,681,171 +54,549 (3.4%) 3.38% $39,120,841 2025-02-10
Q3 2024 Reduced 1,626,622 -51,153 (-3.0%) 3.64% $41,706,583 2024-12-02
Q2 2024 Reduced 1,677,775 -133,242 (-7.4%) 3.49% $37,078,824 2024-08-15
Q1 2024 Added 1,811,017 +88,194 (5.1%) 3.95% $40,512,449 2024-05-15
Q4 2023 Added 1,722,823 +54,403 (3.3%) 4.11% $39,176,992 2024-02-27
Q3 2023 Reduced 1,668,420 -6,778 (-0.4%) 3.9% $32,567,551 2023-11-15
Q2 2023 Added 1,675,198 +109,601 (7.0%) 4.32% $36,050,251 2023-07-26
Q1 2023 Added 1,565,597 +67,925 (4.5%) 6.04% $33,644,690 2023-04-24
Q4 2022 Added 1,497,672 +219,694 (17.2%) 5.92% $31,675,770 2023-02-14
Q3 2022 Added 1,277,978 +349,545 (37.6%) 5.76% $26,275,000 2022-11-02
Q2 2022 Added 928,433 +904,231 (3736.2%) 5.91% $21,456,000 2022-08-12
Q1 2022 New 24,202 +24,202 (0.0%) 0.24% $656,000 2022-05-27
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 This report 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
December 02, 2024
Filing type
13F-HR
Position type
US REAL ESTATE E

Voting authority reported

Sole
0
Shared
0
None
1,626,622

“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.