Ownership history in EARNED WEALTH ADVISORS, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 1,475,990 | -23,474 | -1.6% | 6.24% | $58.4M | $39.59 |
| 2025 Q3 | REDUCED | 1,499,464 | -69,124 | -4.4% | 9.53% | $57.8M | $38.48 |
| 2025 Q2 | REDUCED | 1,568,588 | -25,481 | -1.6% | 11.02% | $56.2M | $35.66 |
| 2025 Q1 | ADDED | 1,594,069 | +7,699 | +0.5% | 11.54% | $52.6M | $32.72 |
| 2024 Q4 | REDUCED | 1,586,370 | -14,698 | -0.9% | 17.55% | $54.9M | $34.23 |
| 2024 Q3 | REDUCED | 1,601,068 | -15,781 | -1.0% | 16.69% | $54.9M | $33.84 |
| 2024 Q2 | REDUCED | 1,616,849 | -7,952 | -0.5% | 19.80% | $52.1M | $31.72 |
| 2024 Q1 | ADDED | 1,624,801 | +800 | +0.0% | 19.84% | $51.9M | $31.35 |
| 2023 Q4 | REDUCED | 1,624,001 | -3,802 | -0.2% | 20.52% | $47.5M | $28.62 |
| 2023 Q3 | ADDED | 1,627,803 | +10,631 | +0.7% | 21.71% | $42.6M | $25.56 |
As of 2025 Q4 — sorted by position size