EARNED WEALTH ADVISORS, LLC DFUS holdings history
DIMENSIONAL US EQ MKT ETF · CUSIP 25434V401 · CIK 1905663
As of 2026-06-30, EARNED WEALTH ADVISORS, LLC reported 1.73M DFUS (shares), valued at $141.45M, or 9.13% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares increased 2.07%; reported value increased 17.95%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 9.13% | 1,726,300 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 8.02% | 1,691,253 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 7.80% | 1,483,146 | SEC filing ↗Filed Jan 27, 2026AmendedCombination report |
| Q3 2025 | 2.20% | 184,752 | SEC filing ↗Filed Oct 22, 2025Combination report |
| Q2 2025 | 2.39% | 181,909 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 2.25% | 169,217 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 3.36% | 165,033 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 3.07% | 162,445 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 3.48% | 155,770 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 3.37% | 154,858 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 3.52% | 157,032 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 3.43% | 144,917 | SEC filing ↗Filed Nov 2, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.43% | 144,917 | $6.75M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 2, 2023 |
| Q4 2023 | 3.52% | 157,032 | $8.14M | Shares increased 8.36%; reported value increased 20.65%, and weight changed +0.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 3.37% | 154,858 | $8.82M | Shares decreased 1.38%; reported value increased 8.41%, and weight changed -0.15 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 3.48% | 155,770 | $9.17M | Shares increased 0.59%; reported value increased 3.89%, and weight changed +0.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 3.07% | 162,445 | $10.10M | Shares increased 4.29%; reported value increased 10.22%, and weight changed -0.41 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 3.36% | 165,033 | $10.52M | Shares increased 1.59%; reported value increased 4.13%, and weight changed +0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 2.25% | 169,217 | $10.23M | Shares increased 2.54%; reported value decreased 2.72%, and weight changed -1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 2.39% | 181,909 | $12.19M | Shares increased 7.50%; reported value increased 19.13%, and weight changed +0.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 2.20% | 184,752 | $13.38M | Shares increased 1.56%; reported value increased 9.78%, and weight changed -0.19 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 7.80% | 1,483,146 | $110.00M | Shares increased 702.78%; reported value increased 721.95%, and weight changed +5.60 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 8.02% | 1,691,253 | $119.93M | Shares increased 14.03%; reported value increased 9.02%, and weight changed +0.22 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 9.13% | 1,726,300 | $141.45M | Shares increased 2.07%; reported value increased 17.95%, and weight changed +1.11 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 14, 2026 |
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