Form 13-F position report

DIMENSIONAL ETF TRUST

Reported by Rather & Kittrell Inc

ETF profile Manager portfolio Source filing
DFSD CUSIP 25434V864 Manager CIK 0001582112
Latest reported change

Reported 1,429,896 shares, up 97,885 (7.3%) from the prior quarter.

Reported value 7.1%; share count 7.3% vs. the prior quarter.

Added
% of reported 13F value 9.54% This manager · Q2 2026
Shares 1,429,896 Quarter-end amount reported
Reported value $68,277,559 Fair value at quarter end
Consecutive quarters held 16 Through Q2 2026

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.

16 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 1,429,896 +97,885 (7.3%) 9.54% $68,277,559 2026-08-12
Q1 2026 Added 1,332,011 +100,336 (8.1%) 9.84% $63,776,689 2026-05-12
Q4 2025 Added 1,231,675 +175,465 (16.6%) 9.51% $59,058,818 2026-01-28
Q3 2025 Added 1,056,210 +96,325 (10.0%) 8.91% $50,898,760 2025-10-28
Q2 2025 Added 959,885 +41,487 (4.5%) 9.13% $46,084,079 2025-08-12
Q1 2025 Added 918,398 +61,386 (7.2%) 9.47% $43,642,273 2025-05-15
Q4 2024 Added 857,012 +126,362 (17.3%) 9.44% $40,176,741 2025-02-13
Q3 2024 Added 730,650 +68,222 (10.3%) 8.55% $34,881,231 2024-11-01
Q2 2024 Added 662,428 +111,935 (20.3%) 8.57% $31,134,093 2024-07-29
Q1 2024 Added 550,493 +128,629 (30.5%) 7.74% $25,895,206 2024-04-25
Q4 2023 Added 421,864 +54,035 (14.7%) 6.92% $19,831,738 2024-02-02
Q3 2023 Added 367,829 +66,469 (22.1%) 6.88% $17,059,909 2023-11-09
Q2 2023 Added 301,360 +38,455 (14.6%) 5.84% $13,968,036 2023-07-28
Q1 2023 Added 262,905 +71,624 (37.4%) 5.58% $12,267,147 2023-05-04
Q4 2022 Added 191,281 +171,383 (861.3%) 4.69% $8,816,141 2023-02-09
Q3 2022 New 19,898 +19,898 (0.0%) 0.96% $915,000 2022-11-14
Institutional context

Who else reported the position

470 managers reported DIMENSIONAL ETF TRUST for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Focus Partners Wealth Added 7,253,853 +1,131,748 0.35% $346,371,488 8 qtrs
Buckingham Strategic Partners Added 6,339,321 +1,212,399 2.57% $302,703,035 14 qtrs
Apella Capital LLC Added 5,420,887 +174,560 3.65% $258,522,107 13 qtrs
Resources Investment Advisors LLC Added 3,880,784 +180,941 1.56% $185,307,440 13 qtrs
Savant Capital LLC Reduced 3,654,844 -249,121 0.51% $174,518,787 15 qtrs
Root Financial Partners LLC Added 3,637,085 +645,949 6.75% $173,670,830 14 qtrs
Vise Technologies Inc Added 3,490,783 +1,216,216 1.89% $166,684,909 4 qtrs
Beaird Harris Wealth Management LLC Added 3,199,436 +89,730 9.57% $152,773,074 14 qtrs
Planning Center Inc Added 2,904,314 +96,059 13.09% $138,680,994 13 qtrs
ENVESTNET ASSET MANAGEMENT INC Added 2,683,166 +264,195 0.03% $128,121,160 17 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
August 12, 2026
Filing type
13F-HR
Position type
SHOR DUR FIX ETF

Voting authority reported

Sole
0
Shared
0
None
1,429,896

“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.