Form 13-F position report

DIMENSIONAL ETF TRUST

Reported by Rise Advisors LLC

ETF profile Manager portfolio Source filing
DFCF CUSIP 25434V872 Manager CIK 0001831316
Latest reported change

Reported 527,315 shares, up 58,753 (12.5%) from the prior quarter.

Reported value 17.0%; share count 12.5% vs. the prior quarter.

Added
% of reported 13F value 10.91% This manager · Q3 2024
Shares 527,315 Quarter-end amount reported
Reported value $22,774,718 Fair value at quarter end
Consecutive quarters held 12 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.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 6,604 +76 (1.2%) 0.07% $264,952 2026-10-16
Q2 2026 Added 6,528 +65 (1.0%) 0.08% $275,555 2026-07-10
Q1 2026 Added 6,463 +45 (0.7%) 0.1% $272,991 2026-04-03
Q4 2025 Added 6,418 +94 (1.5%) 0.1% $273,149 2026-02-11
Q3 2025 Reduced 6,324 -633,856 (-99.0%) 0.1% $270,407 2025-10-08
Q2 2025 Added 640,180 +21,022 (3.4%) 10.74% $27,054,005 2025-07-08
Q1 2025 Added 619,158 +35,261 (6.0%) 11.51% $26,041,781 2025-05-15
Q4 2024 Added 583,897 +56,582 (10.7%) 11.59% $24,097,441 2025-01-07
Q3 2024 Added 527,315 +58,753 (12.5%) 10.91% $22,774,718 2024-10-11
Q2 2024 Added 468,562 +38,658 (9.0%) 10.31% $19,464,046 2024-07-09
Q1 2024 Added 429,904 +14,025 (3.4%) 9.61% $18,034,476 2024-04-09
Q4 2023 Reduced 415,879 -186,621 (-31.0%) 12.33% $17,633,272 2024-01-10
Q3 2023 Added 602,500 +66,981 (12.5%) 19.28% $24,322,926 2023-10-10
Q2 2023 Added 535,519 +58,741 (12.3%) 17.28% $22,347,200 2023-07-10
Q1 2023 Added 476,778 +52,637 (12.4%) 15.3% $20,263,046 2023-04-05
Q4 2022 Added 424,141 +122,189 (40.5%) 14.15% $17,610,355 2023-01-06
Q3 2022 Added 301,952 +7,016 (2.4%) 10.25% $12,362,000 2022-10-11
Q2 2022 Added 294,936 +1,895 (0.6%) 12.99% $12,865,000 2022-07-28
Q1 2022 Reduced 293,041 -20,167 (-6.4%) 12.25% $13,597,000 2022-04-22
Q4 2021 New 313,208 +313,208 (0.0%) 14.95% $15,697,475 2022-02-24
Institutional context

Who else reported the position

337 managers reported DIMENSIONAL ETF TRUST for Q3 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
Truepoint Inc Added 10,483,426 +212,682 12.16% $452,779,150 9 qtrs
Beaird Harris Wealth Management LLC Added 2,896,132 +117,940 10.93% $125,083,939 7 qtrs
WPWealth LLP Added 2,662,187 +247,575 23.84% $114,979,844 8 qtrs
Resources Investment Advisors LLC Added 2,429,125 +122,392 1.2% $104,913,904 6 qtrs
Great Waters Wealth Management Added 2,080,667 +282,641 12.12% $89,863,999 8 qtrs
DiNuzzo Private Wealth Inc Added 2,002,893 +223,357 10.67% $86,504,960 4 qtrs
Baker Avenue Asset Management LP Added 1,861,887 +58,720 2.55% $80,414,889 4 qtrs
Pathstone Holdings LLC Reduced 1,677,054 -13,983 0.32% $72,430,486 4 qtrs
Apella Capital LLC Added 1,628,402 +148,034 2.9% $70,444,680 6 qtrs
FACTORY MUTUAL INSURANCE CO New 1,611,770 +1,611,770 0.72% $69,612,346 1 qtr
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Filing details and methodology As reported
Report period
September 30, 2024
Filed
October 11, 2024
Filing type
13F-HR
Position type
0

Voting authority reported

Sole
527,314
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.