DFSD β€” DIMENSIONAL ETF TRUST

Ownership history in EARNED WEALTH ADVISORS, LLC  Β·  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 β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.1% (2024 Q2)
πŸ“Š Avg. % of fund
0.07%
πŸ“… First filed
2024 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
6

Position Intelligence

EARNED WEALTH ADVISORS, LLC Γ— DFSD AI Analytics

πŸ“‰ EARNED WEALTH ADVISORS, LLC underperformed the S&P 500 by –11.7% annually on this DFSD position. Maximum drawdown during holding period: –0.0%.

πŸ“ˆ Position Alpha vs SPY
-11.7%
annualised excess return

❌ Significantly underperformed the S&P 500 by 11.7% ann.
4 quarters analyzed

πŸ›‘οΈ Drawdown Resilience
–0.0%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

1 add Β· 1 trim. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.04% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    DFSD price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 5,375 β€” 0% 0.04% $259K $47.42
2025 Q2 UNCHANGED 5,375 β€” 0% 0.05% $258K $46.72
2025 Q1 UNCHANGED 5,375 β€” 0% 0.06% $255K $45.83
2024 Q4 UNCHANGED 5,375 β€” 0% 0.08% $252K $44.98
2024 Q3 REDUCED 5,375 -475 -8.1% 0.08% $257K $44.94
2024 Q2 INITIATED 5,850 β€” β€” 0.10% $275K β€”

🏒 Other funds also holding DFSD

As of 2025 Q4 β€” 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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