DFUS DIMENSIONAL ETF TRUST

Ownership history in EARNED WEALTH ADVISORS, LLC  ·  17 quarters on record

AI Ownership Summary

EARNED WEALTH ADVISORS, LLC reported DIMENSIONAL ETF TRUST (DFUS) in 17 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 11.74% in 2025 Q4. The latest visible filing shows DFUS at 11.74% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DFUS 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 Q4

DFUS was reported at 11.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
11.74% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 DFUS — position size vs. price
% of Fund (quarterly)    DFUS price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 1,483,146 +1,298,394 +702.8% 11.74% $110.0M 2026-02-14 (Est.) $74.17
2025 Q3 ADDED 184,752 +2,843 +1.6% 2.20% $13.4M 2025-10-22 $72.28
2025 Q2 ADDED 181,909 +12,692 +7.5% 2.39% $12.2M 2025-08-04 $68.01
2025 Q1 ADDED 169,217 +4,184 +2.5% 2.25% $10.2M 2025-05-09 $60.58
2024 Q4 ADDED 165,033 +2,588 +1.6% 3.36% $10.5M 2025-01-31 $64.93
2024 Q3 ADDED 162,445 +6,675 +4.3% 3.07% $10.1M 2024-11-01 $61.08
2024 Q2 ADDED 155,770 +912 +0.6% 3.48% $9.2M 2024-08-02 $56.69
2024 Q1 REDUCED 154,858 -2,174 -1.4% 3.37% $8.8M 2024-04-26 $54.23
2023 Q4 ADDED 157,032 +12,115 +8.4% 3.52% $8.1M 2024-02-06 $52.43
2023 Q3 REDUCED 144,917 -1,263 -0.9% 3.43% $6.7M 2023-11-02 $45.40
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EARNED WEALTH ADVISORS, LLC and DFUS

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 DFUS?

EARNED WEALTH ADVISORS, LLC reported DFUS across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

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

The largest reported portfolio weight for DFUS was 11.74% in 2025 Q4.

What is the latest reported DFUS position on this page?

The most recent filing on this page is 2025 Q4, when EARNED WEALTH ADVISORS, LLC reported 1,483,146 shares, equal to 11.74% of portfolio, with an estimated market value of $110.0M.

What does the chart on this DFUS ownership page compare?

The chart compares EARNED WEALTH ADVISORS, LLC's quarterly DFUS 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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