Form 13-F position report

DIMENSIONAL ETF TRUST

Reported by Ruedi Wealth Management Inc

ETF profile Manager portfolio Source filing
DFSD CUSIP 25434V864 Manager CIK 0001940678
Latest reported change

Reported 1,144,966 shares, up 47,663 (4.3%) from the prior quarter.

Reported value 4.1%; share count 4.3% vs. the prior quarter.

Added
% of reported 13F value 12.82% This manager · Q2 2026
Shares 1,144,966 Quarter-end amount reported
Reported value $54,672,128 Fair value at quarter end
Consecutive quarters held 15 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.

15 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 1,144,966 +47,663 (4.3%) 12.82% $54,672,128 2026-07-29
Q1 2026 Added 1,097,303 +54,458 (5.2%) 13.53% $52,538,854 2026-05-04
Q4 2025 Added 1,042,845 +71,749 (7.4%) 13.1% $50,004,432 2026-02-06
Q3 2025 Added 971,096 +41,532 (4.5%) 13.1% $46,797,110 2025-11-13
Q2 2025 Added 929,564 +37,593 (4.2%) 13.24% $44,628,372 2025-07-25
Q1 2025 Added 891,971 +11,016 (1.3%) 13.26% $42,386,479 2025-04-23
Q4 2024 Added 880,955 +283,905 (47.6%) 13.04% $41,299,193 2025-02-13
Q3 2024 Added 597,050 +230,951 (63.1%) 9.78% $28,503,161 2024-10-22
Q2 2024 Added 366,099 +130,358 (55.3%) 6.78% $17,206,651 2024-07-17
Q1 2024 Added 235,741 +92,000 (64.0%) 4.67% $11,089,273 2024-05-06
Q4 2023 Added 143,741 +61,540 (74.9%) 3.19% $6,757,272 2024-01-25
Q3 2023 Added 82,201 +6,968 (9.3%) 2.18% $3,812,495 2023-10-26
Q2 2023 Added 75,233 +22,828 (43.6%) 2.05% $3,487,040 2023-07-27
Q1 2023 Added 52,405 +1,294 (2.5%) 1.57% $2,445,219 2023-05-09
Q4 2022 New 51,111 +51,111 (0.0%) 1.66% $2,355,705 2023-02-21
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
July 29, 2026
Filing type
13F-HR
Position type
SHOR DUR FIX ETF

Voting authority reported

Sole
1,144,966
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.