Ownership history in EARNED WEALTH ADVISORS, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, LLC reported a position in DIMENSIONAL ETF TRUST (DFAI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π EARNED WEALTH ADVISORS, LLC outperformed the S&P 500 by +0.1% annually on this DFAI position. Timing score: 71% (5/7 decisions correct). Average cost basis: $37.92. Maximum drawdown during holding period: β7.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 7 add/trim decisions correct
Best entry: $28.55 (2024 Q2) Β· Worst: $38.11 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π EARNED WEALTH ADVISORS, LLC has been actively increasing its DFAI allocation β a bullish signal from insiders.
Currently 3.62% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size