Reported 775,275 shares, up 25,959 (3.5%) from the prior quarter.
Reported value 0.0%; share count 3.5% 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 | 22048255 |
| 2025-03-31 | 23526957 |
| 2025-06-30 | 25655029 |
| 2025-09-30 | 27524002 |
| 2025-12-31 | 28496494 |
| 2026-03-31 | 28499109 |
| 2026-06-30 | 32898807 |
| 2026-09-30 | 0 |
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 | Reduced | 0 | -788,373 (-100.0%) | 0 | $0 | 2026-10-30 | |
| Q2 2026 | Added | 788,373 | +13,098 (1.7%) | 7.4% | $32,898,807 | 2026-07-23 | |
| Q1 2026 | Added | 775,275 | +25,959 (3.5%) | 7.08% | $28,499,109 | 2026-05-04 | |
| Q4 2025 | Added | 749,316 | +20,589 (2.8%) | 7.37% | $28,496,494 | 2026-02-11 | |
| Q3 2025 | Added | 728,727 | +7,269 (1.0%) | 7.49% | $27,524,002 | 2025-11-12 | |
| Q2 2025 | Added | 721,458 | +11,532 (1.6%) | 7.45% | $25,655,029 | 2025-08-13 | |
| Q1 2025 | Added | 709,926 | +57,418 (8.8%) | 7.37% | $23,526,957 | 2025-05-01 | |
| Q4 2024 | New | 652,508 | +652,508 (0.0%) | 7.43% | $22,048,255 | 2025-02-10 |
Who else reported the position
566 managers reported DIMENSIONAL ETF TRUST for Q1 2026.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| MERCER GLOBAL ADVISORS INC ADV | Added | 48,730,938 | +3,939,324 | 2.65% | $1,791,349,263 | 15 qtrs |
| Focus Partners Wealth | Added | 20,387,647 | +1,083,574 | 0.85% | $766,429,190 | 7 qtrs |
| Forum Financial Management LP | Added | 8,459,674 | +441,967 | 4.4% | $310,977,599 | 16 qtrs |
| Pure Financial Advisors LLC | Added | 7,825,736 | +275,616 | 4.13% | $287,674,042 | 13 qtrs |
| Allworth Financial LP | Added | 4,466,653 | +1,357,274 | 0.67% | $164,194,160 | 16 qtrs |
| Apella Capital LLC | Added | 3,891,947 | +1,293,705 | 2.28% | $153,342,707 | 8 qtrs |
| CI Private Wealth LLC | Added | 3,755,680 | +777,705 | 0.2% | $138,086,040 | 14 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | Added | 3,657,495 | +587,753 | 0.04% | $134,449,533 | 16 qtrs |
| Buckingham Strategic Partners | Added | 3,301,011 | +509,576 | 1.22% | $121,327,710 | 14 qtrs |
| Foster Group Inc | Added | 3,073,069 | +99,295 | 3.36% | $112,966,017 | 9 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2026
- Filed
- May 04, 2026
- Filing type
- 13F-HR
- Position type
- US HIGH PROFITAB
Voting authority reported
- Sole
- 775,275
- 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.