Reported 166,538 shares, up 24,148 (17.0%) from the prior quarter.
Reported value 17.4%; share count 17.0% 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 | 2468328 |
| 2025-03-31 | 5078700 |
| 2025-06-30 | 5060050 |
| 2025-09-30 | 6831859 |
| 2025-12-31 | 8022141 |
| 2026-03-31 | 9244951 |
| 2026-06-30 | 9710173 |
| 2026-09-30 | 10887238 |
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 | 236,525 | +35,632 (17.7%) | 3.66% | $10,887,238 | 2026-10-14 | |
| Q2 2026 | Added | 200,893 | +8,009 (4.2%) | 3.59% | $9,710,173 | 2026-07-23 | |
| Q1 2026 | Added | 192,884 | +26,346 (15.8%) | 4.01% | $9,244,951 | 2026-04-22 | |
| Q4 2025 | Added | 166,538 | +24,148 (17.0%) | 3.72% | $8,022,141 | 2026-01-20 | |
| Q3 2025 | Added | 142,390 | +35,705 (33.5%) | 3.16% | $6,831,859 | 2025-10-22 | |
| Q2 2025 | Reduced | 106,685 | -78 (-0.1%) | 2.69% | $5,060,050 | 2025-07-18 | |
| Q1 2025 | Added | 106,763 | +55,092 (106.6%) | 3.18% | $5,078,700 | 2025-04-23 | |
| Q4 2024 | New | 51,671 | +51,671 (0.0%) | 1.82% | $2,468,328 | 2025-01-27 |
Who else reported the position
287 managers reported DIMENSIONAL ETF TRUST for Q4 2025.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| Focus Partners Wealth | Added | 3,662,918 | +1,093,169 | 0.2% | $176,442,764 | 6 qtrs |
| Truepoint Inc | Added | 2,974,080 | +114,271 | 3.22% | $143,261,434 | 11 qtrs |
| Foster Group Inc | Reduced | 1,465,775 | -25,508 | 2.13% | $70,606,382 | 13 qtrs |
| Symmetry Partners LLC | New | 1,326,778 | +1,326,778 | 3.78% | $63,910,896 | 1 qtr |
| GeoWealth Management LLC | Added | 882,985 | +18,481 | 1.57% | $42,533,383 | 8 qtrs |
| Sequoia Financial Advisors LLC | Added | 849,872 | +32,051 | 0.23% | $40,938,345 | 14 qtrs |
| Beaird Harris Wealth Management LLC | Added | 847,860 | +11,530 | 2.81% | $40,841,414 | 11 qtrs |
| Rather & Kittrell Inc | Added | 836,954 | +65,302 | 6.49% | $40,316,084 | 14 qtrs |
| Pathstone Holdings LLC | Reduced | 804,928 | -6,936 | 0.15% | $38,773,382 | 9 qtrs |
| MBL Wealth LLC | Added | 707,095 | +26,680 | 2.73% | $34,060,767 | 14 qtrs |
Filing details and methodology As reported
- Report period
- December 31, 2025
- Filed
- January 20, 2026
- Filing type
- 13F-HR
- Position type
- NATL MUN BD ETF
Voting authority reported
- Sole
- 0
- Shared
- 0
- None
- 166,538
“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.