EARNED WEALTH ADVISORS, LLC DFUV holdings history
DIMENSIONAL US MARKETWIDE VA · CUSIP 25434V724 · CIK 1905663
As of 2026-06-30, EARNED WEALTH ADVISORS, LLC reported 792.21K DFUV (shares), valued at $43.58M, or 2.81% of its reported non-derivative portfolio. Filed 2026-08-14.
Verify history & sources →Shares decreased 1.03%; reported value increased 12.34%, and weight changed +0.22 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 | 2.81% | 792,213 | SEC filing ↗Filed Aug 14, 2026Combination report |
| Q1 2026 | 2.59% | 800,485 | SEC filing ↗Filed May 7, 2026Combination report |
| Q4 2025 | 2.63% | 797,379 | SEC filing ↗Filed Jan 27, 2026AmendedCombination report |
| Q3 2025 | 3.93% | 533,531 | SEC filing ↗Filed Oct 22, 2025Combination report |
| Q2 2025 | 4.50% | 543,210 | SEC filing ↗Filed Aug 4, 2025 |
| Q1 2025 | 4.85% | 536,471 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 6.99% | 533,846 | SEC filing ↗Filed Jan 31, 2025 |
| Q3 2024 | 6.75% | 532,313 | SEC filing ↗Filed Nov 1, 2024 |
| Q2 2024 | 7.84% | 525,603 | SEC filing ↗Filed Aug 2, 2024 |
| Q1 2024 | 8.28% | 529,868 | SEC filing ↗Filed Apr 26, 2024 |
| Q4 2023 | 8.56% | 531,809 | SEC filing ↗Filed Feb 6, 2024 |
| Q3 2023 | 9.07% | 523,715 | SEC filing ↗Filed Nov 2, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 9.07% | 523,715 | $17.82M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Nov 2, 2023 |
| Q4 2023 | 8.56% | 531,809 | $19.79M | Shares increased 1.55%; reported value increased 11.10%, and weight changed -0.51 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 6, 2024 |
| Q1 2024 | 8.28% | 529,868 | $21.67M | Shares decreased 0.36%; reported value increased 9.49%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 26, 2024 |
| Q2 2024 | 7.84% | 525,603 | $20.64M | Shares decreased 0.80%; reported value decreased 4.76%, and weight changed -0.44 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 2, 2024 |
| Q3 2024 | 6.75% | 532,313 | $22.19M | Shares increased 1.28%; reported value increased 7.52%, and weight changed -1.09 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 1, 2024 |
| Q4 2024 | 6.99% | 533,846 | $21.84M | Shares increased 0.29%; reported value decreased 1.56%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 31, 2025 |
| Q1 2025 | 4.85% | 536,471 | $22.11M | Shares increased 0.49%; reported value increased 1.20%, and weight changed -2.14 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 4.50% | 543,210 | $22.97M | Shares increased 1.26%; reported value increased 3.89%, and weight changed -0.35 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 4, 2025 |
| Q3 2025 | 3.93% | 533,531 | $23.84M | Shares decreased 1.78%; reported value increased 3.82%, and weight changed -0.57 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 2.63% | 797,379 | $37.15M | Shares increased 49.45%; reported value increased 55.81%, and weight changed -1.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 27, 2026 |
| Q1 2026 | 2.59% | 800,485 | $38.79M | Shares increased 0.39%; reported value increased 4.42%, and weight changed -0.04 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 7, 2026 |
| Q2 2026 | 2.81% | 792,213 | $43.58M | Shares decreased 1.03%; reported value increased 12.34%, and weight changed +0.22 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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