DFEM — DIMENSIONAL ETF TRUST

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, LLC reported a position in DIMENSIONAL ETF TRUST (DFEM). 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.

Peak position
0.14% (2024 Q4)
Avg. % of fund
0.12%
First filed
2024 Q3
Last filed
2025 Q3
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 22,769 +1,901 +9.1% 0.12% $730K $31.87
2025 Q2 ADDED 20,868 +1,618 +8.4% 0.12% $619K $29.26
2025 Q1 ADDED 19,250 +2,873 +17.5% 0.11% $509K $25.86
2024 Q4 ADDED 16,377 +4,735 +40.7% 0.14% $429K $25.54
2024 Q3 INITIATED 11,642 — — 0.10% $328K $27.27
% of Fund (quarterly)    DFEM price (monthly, adj. close)

Other funds also holding DFEM

As of 2025 Q4 — sorted by position size

Miramar Fiduciary Corp 3Y 25.18% EnRich Financial Partners LLC 11.56% CAPSTONE CAPITAL LLC 11.37% Kooman & Associates 3Y 9.89% Your Advocates Ltd., LLP 3Y 9.37% GREAT OAK CAPITAL PARTNERS, LLC 9.25% Seaside Wealth Management, Inc. 3Y 9.04% Cravens & Co Advisors, LLC 3Y 8.67% Sensible Money, LLC 7.65% Forum Financial Management, LP 3Y 7.57%
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