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 (DFAT). 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 | ADDED | 1,457,860 | +710,659 | +95.1% | 9.26% | $86.8M | $59.54 |
| 2025 Q3 | REDUCED | 747,201 | -29,200 | -3.8% | 7.16% | $43.5M | $57.98 |
| 2025 Q2 | REDUCED | 776,401 | -16,685 | -2.1% | 8.21% | $41.9M | $53.49 |
| 2025 Q1 | REDUCED | 793,086 | -7,718 | -1.0% | 8.96% | $40.8M | $50.81 |
| 2024 Q4 | REDUCED | 800,804 | -2,516 | -0.3% | 14.26% | $44.6M | $54.76 |
| 2024 Q3 | REDUCED | 803,320 | -9,303 | -1.1% | 13.59% | $44.7M | $54.53 |
| 2024 Q2 | REDUCED | 812,623 | -5,563 | -0.7% | 16.01% | $42.2M | $50.66 |
| 2024 Q1 | REDUCED | 818,186 | -9,207 | -1.1% | 17.02% | $44.5M | $52.94 |
| 2023 Q4 | REDUCED | 827,393 | -666 | -0.1% | 18.71% | $43.3M | $50.80 |
| 2023 Q3 | REDUCED | 828,059 | -7,834 | -0.9% | 19.26% | $37.8M | $44.18 |
As of 2025 Q4 — sorted by position size