DFUS — DIMENSIONAL ETF TRUST

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 (DFUS). 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
11.74% (2025 Q4)
Avg. % of fund
3.84%
First filed
2021 Q4
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,483,146 +1,298,394 +702.8% 11.74% $110.0M $74.17
2025 Q3 ADDED 184,752 +2,843 +1.6% 2.20% $13.4M $72.29
2025 Q2 ADDED 181,909 +12,692 +7.5% 2.39% $12.2M $66.71
2025 Q1 ADDED 169,217 +4,184 +2.5% 2.25% $10.2M $60.04
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFUS price (monthly, adj. close)

Other funds also holding DFUS

As of 2025 Q4 — sorted by position size

G2 CAPITAL MANAGEMENT, LLC / OH 3Y 41.27% Heritage Wealth Management, Inc./Texas 3Y 28.43% Flagstone Financial Management 3Y 28.27% Great Waters Wealth Management 3Y 21.91% Colony Family Offices, LLC 3Y 21.02% Disciplined Equity Management, Inc. 3Y 20.24% Root Financial Partners, LLC 20.17% Foundry Financial LLC 18.2% OLIO Financial Planning 3Y 17.81% KM Capital Management Ltd. 3Y 17.28%
← Back to EARNED WEALTH ADVISORS, LLC Holdings