13F Filings for Valued Wealth Advisors LLC (CIK: 2007175)
View the most recent portfolio holdings disclosed by Valued Wealth Advisors LLC in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| DFAU - DIMENSIONAL ETF TRUST(Class: US CORE EQT MKT) | 833.68K | $35.31M | 18.42% | Increased | 55.29K (7.0%, $5.39M) |
| DFAI - DIMENSIONAL ETF TRUST(Class: INTL CORE EQT MK) | 692.10K | $23.93M | 12.48% | Decreased | 2.70K (0.0%, $2.23M) |
| DFSD - DIMENSIONAL ETF TRUST(Class: SHORT DURATION F) | 481.51K | $23.12M | 12.06% | Increased | 51.27K (11.0%, $2.67M) |
| AVUV - AMERICAN CENTY ETF TR(Class: US SML CP VALU) | 247.11K | $22.51M | 11.74% | Increased | 35.93K (17.0%, $4.10M) |
| AVDV - AMERICAN CENTY ETF TR(Class: INTL SMCP VLU) | 155.02K | $12.29M | 6.41% | Decreased | 1.80K (1.0%, $1.35M) |
| AVEM - AMERICAN CENTY ETF TR(Class: AVANTIS EMGMKT) | 164.58K | $11.28M | 5.88% | Increased | 4.98K (3.0%, $1.67M) |
| AVLV - AMERICAN CENTY ETF TR(Class: US LARGE CAP VLU) | 160.04K | $10.92M | 5.69% | Increased | 13.27K (9.0%, $1.35M) |
| DFAT - DIMENSIONAL ETF TRUST(Class: US TARGETED VLU) | 107.43K | $5.80M | 3.02% | Increased | 29.03K (37.0%, $1.76M) |
| DFAC - DIMENSIONAL ETF TRUST(Class: US CORE EQUITY 2) | 156.91K | $5.62M | 2.93% | Decreased | 3.80K (2.0%, $321.87K) |
| AVDE - AMERICAN CENTY ETF TR(Class: INTL EQT ETF) | 60.10K | $4.45M | 2.32% | Increased | 5.92K (10.0%, $857.47K) |
| AVRE - AMERICAN CENTY ETF TR(Class: REAL ESTATE ETF) | 79.90K | $3.53M | 1.84% | Increased | 3.52K (4.0%, $243.19K) |
| FNDC - SCHWAB STRATEGIC TR(Class: FUNDAMENTAL INTL) | 64.81K | $2.73M | 1.42% | Increased | 15.38K (31.0%, $935.79K) |
| AVUS - AMERICAN CENTY ETF TR(Class: US EQT ETF) | 25.61K | $2.58M | 1.35% | Increased | 6.86K (36.0%, $849.68K) |
| IVLU - ISHARES TR(Class: MSCI INTL VLU FT) | 69.18K | $2.28M | 1.19% | Increased | 10.12K (17.0%, $485.28K) |
| DFAE - DIMENSIONAL ETF TRUST(Class: EMGR CRE EQT MNG) | 73.47K | $2.13M | 1.11% | Increased | 11.88K (19.0%, $532.37K) |
| DFUV - DIMENSIONAL ETF TRUST(Class: US MKTWIDE VALUE) | 49.13K | $2.08M | 1.08% | Decreased | 2.46K (4.0%, $48.79K) |
| DFIV - DIMENSIONAL ETF TRUST(Class: INTERNATNAL VAL) | 36.23K | $1.55M | 0.81% | Increased | 18.87K (108.0%, $868.34K) |
| DFUS - DIMENSIONAL ETF TRUST(Class: US EQUITY MARKET) | 16.65K | $1.12M | 0.58% | Increased | 11.47K (221.0%, $802.55K) |
| XSVM - INVESCO EXCHANGE TRADED FD T(Class: SP SMCP VLU MNT) | 19.80K | $1.03M | 0.54% | Decreased | 6.60K (24.0%, $295.72K) |
| SPEM - SPDR INDEX SHS FDS(Class: PORTFOLIO EMG MK) | 22.42K | $958.31K | 0.50% | Decreased | 218 (0.0%, $66.97K) |
| N/A - ISHARES TR(Class: INTL DEV SML CP) | 19.35K | $813.10K | 0.42% | Decreased | 3.49K (15.0%, $33.93K) |
| MSFT - MICROSOFT CORP(Class: COM) | 1.49K | $740.49K | 0.39% | Increased | 28 (1.0%, $191.89K) |
| AAPL - APPLE INC(Class: COM) | 3.36K | $688.66K | 0.36% | Decreased | 259 (7.0%, $114.55K) |
| DFSV - DIMENSIONAL ETF TRUST(Class: US SMALL CAP VAL) | 23.25K | $684.37K | 0.36% | Increased | 2.16K (10.0%, $90.54K) |
| SCHE - SCHWAB STRATEGIC TR(Class: EMRG MKTEQ ETF) | 22.69K | $683.77K | 0.36% | Increased | 6.56K (40.0%, $239.12K) |