Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Valued Wealth Advisors LLC (CIK 2007175) reported $275.2M across 909 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: DFAU ($49.6M, 18.03%), AVUV ($35.6M, 12.92%), DFAI ($33.5M, 12.19%), DFSD ($28.7M, 10.43%), AVEM ($17.1M, 6.20%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $49.6M | 18.03% | 959,941 | Trimmed |
| 2 | AVUV | AMERICAN CENTY ETF TR | $35.6M | 12.92% | 284,951 | Trimmed |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $33.5M | 12.19% | 813,233 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $28.7M | 10.43% | 601,233 | Added |
| 5 | AVEM | AMERICAN CENTY ETF TR | $17.1M | 6.20% | 176,723 | Trimmed |
| 6 | AVLV | AMERICAN CENTY ETF TR | $16.8M | 6.09% | 183,729 | Trimmed |
| 7 | AVDV | AMERICAN CENTY ETF TR | $16.7M | 6.08% | 162,263 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $7.0M | 2.56% | 100,807 | Trimmed |
| 9 | AVUS | AMERICAN CENTY ETF TR | $6.4M | 2.34% | 50,270 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $6.0M | 2.16% | 134,138 | Added |
| 11 | AVRE | AMERICAN CENTY ETF TR | $4.6M | 1.69% | 97,930 | Added |
| 12 | DFIV | DIMENSIONAL ETF TRUST | $4.5M | 1.62% | 82,598 | Added |
| 13 | AVDE | AMERICAN CENTY ETF TR | $4.3M | 1.56% | 48,178 | Added |
| 14 | IVLU | ISHARES TR | $2.8M | 1.04% | 68,115 | Trimmed |
| 15 | FNDC | SCHWAB STRATEGIC TR | $2.5M | 0.91% | 51,623 | Trimmed |
| 16 | DFUV | DIMENSIONAL ETF TRUST | $2.2M | 0.80% | 39,978 | Trimmed |
| 17 | ISVL | ISHARES TR | $2.2M | 0.78% | 42,745 | Added |
| 18 | SCHE | SCHWAB STRATEGIC TR | $2.1M | 0.76% | 57,311 | Trimmed |
| 19 | DFAE | DIMENSIONAL ETF TRUST | $2.1M | 0.76% | 51,753 | Added |
| 20 | AVSF | AMERICAN CENTY ETF TR | $1.8M | 0.65% | 38,403 | Trimmed |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $1.7M | 0.64% | 45,093 | Trimmed |
| 22 | SGOV | ISHARES TR | $1.7M | 0.62% | 16,912 | New |
| 23 | DFUS | DIMENSIONAL ETF TRUST | $1.3M | 0.49% | 16,327 | Trimmed |
| 24 | AAPL | APPLE INC | $1.2M | 0.44% | 4,179 | Trimmed |
| 25 | SPEM | SPDR INDEX SHS FDS | $851,041 | 0.31% | 16,436 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30