DFSD — DIMENSIONAL ETF TRUST

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which EARNED WEALTH ADVISORS, LLC reported a position in DIMENSIONAL ETF TRUST (DFSD). 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
0.1% (2024 Q2)
Avg. % of fund
0.07%
First filed
2024 Q2
Last filed
2025 Q3
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,375 — 0% 0.04% $259K $47.42
2025 Q2 UNCHANGED 5,375 — 0% 0.05% $258K $46.72
2025 Q1 UNCHANGED 5,375 — 0% 0.06% $255K $45.83
2024 Q4 UNCHANGED 5,375 — 0% 0.08% $252K $44.98
2024 Q3 REDUCED 5,375 -475 -8.1% 0.08% $257K $44.94
2024 Q2 INITIATED 5,850 — — 0.10% $275K —
% of Fund (quarterly)    DFSD price (monthly, adj. close)

Other funds also holding DFSD

As of 2025 Q4 — sorted by position size

Rachor Investment Advisory Services, LLC 35.8% Signature Resources Capital Management, LLC 16.52% Planning Center, Inc. 3Y 13.19% Ruedi Wealth Management, Inc. 3Y 13.1% Keyes, Stange & Wooten Wealth Management, LLC 12.48% Valued Wealth Advisors LLC 11.52% DiNuzzo Private Wealth, Inc. 10.66% Grunden Financial Advisory, Inc. 9.64% Rather & Kittrell, Inc. 3Y 9.51% MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 3Y 7Y 9.1%
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