DIHP β€” DIMENSIONAL ETF TRUST

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

AI Ownership Summary

EARNED WEALTH ADVISORS, LLC reported DIMENSIONAL ETF TRUST (DIHP) in 5 quarterly 13F filings from 2024 Q3 through 2025 Q3. Peak portfolio weight reached 0.14% in 2024 Q4. The latest visible filing shows DIHP at 0.10% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DIHP ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was EARNED WEALTH ADVISORS, LLC's position in DIMENSIONAL ETF TRUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

DIHP was reported at 0.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.14% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How EARNED WEALTH ADVISORS, LLC held DIHP β€” position size vs. price
% of Fund (quarterly)    DIHP price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 19,343 +30 +0.2% 0.10% $588K 2025-10-22 $30.74
2025 Q2 REDUCED 19,313 -944 -4.7% 0.11% $570K 2025-08-04 $28.82
2025 Q1 ADDED 20,257 +2,967 +17.2% 0.12% $546K 2025-05-09 $27.72
2024 Q4 ADDED 17,290 +5,142 +42.3% 0.14% $436K 2025-01-31 $25.75
2024 Q3 INITIATED 12,148 β€” β€” 0.10% $337K 2024-11-01 $25.46

FAQ About EARNED WEALTH ADVISORS, LLC and DIHP

These are the practical questions this page is built to answer before you even open the full history table.

How long has EARNED WEALTH ADVISORS, LLC reported owning DIHP?

EARNED WEALTH ADVISORS, LLC reported DIHP across 5 quarterly 13F filings, from 2024 Q3 through 2025 Q3.

What was the largest reported DIHP position in EARNED WEALTH ADVISORS, LLC's portfolio?

The largest reported portfolio weight for DIHP was 0.14% in 2024 Q4.

What is the latest reported DIHP position on this page?

The most recent filing on this page is 2025 Q3, when EARNED WEALTH ADVISORS, LLC reported 19,343 shares, equal to 0.10% of portfolio, with an estimated market value of $588K.

What does the chart on this DIHP ownership page compare?

The chart compares EARNED WEALTH ADVISORS, LLC's quarterly DIHP portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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