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 $246.7M across 740 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAU ($43.4M, 17.58%), AVUV ($31.9M, 12.94%), DFAI ($30.8M, 12.49%), DFSD ($26.7M, 10.82%), AVDV ($16.0M, 6.47%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | $43.4M | 17.58% | 961,297 | Added |
| 2 | AVUV | AMERICAN CENTY ETF TR | $31.9M | 12.94% | 288,962 | Added |
| 3 | DFAI | DIMENSIONAL ETF TRUST | $30.8M | 12.49% | 790,903 | Added |
| 4 | DFSD | DIMENSIONAL ETF TRUST | $26.7M | 10.82% | 557,734 | Added |
| 5 | AVDV | AMERICAN CENTY ETF TR | $16.0M | 6.47% | 159,820 | Trimmed |
| 6 | AVLV | AMERICAN CENTY ETF TR | $15.1M | 6.13% | 187,555 | Added |
| 7 | AVEM | AMERICAN CENTY ETF TR | $14.9M | 6.02% | 184,315 | Added |
| 8 | DFAT | DIMENSIONAL ETF TRUST | $6.6M | 2.67% | 105,387 | Added |
| 9 | AVUS | AMERICAN CENTY ETF TR | $5.5M | 2.23% | 49,511 | Added |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $5.1M | 2.07% | 131,262 | Trimmed |
| 11 | DFIV | DIMENSIONAL ETF TRUST | $4.4M | 1.77% | 82,591 | Added |
| 12 | AVRE | AMERICAN CENTY ETF TR | $4.1M | 1.68% | 94,206 | Added |
| 13 | AVDE | AMERICAN CENTY ETF TR | $3.7M | 1.50% | 43,531 | Trimmed |
| 14 | IVLU | ISHARES TR | $2.7M | 1.10% | 68,314 | Trimmed |
| 15 | AVSF | AMERICAN CENTY ETF TR | $2.5M | 1.01% | 53,409 | Added |
| 16 | FNDC | SCHWAB STRATEGIC TR | $2.4M | 0.99% | 52,443 | Trimmed |
| 17 | DFUV | DIMENSIONAL ETF TRUST | $2.1M | 0.85% | 43,457 | Trimmed |
| 18 | ISVL | ISHARES TR | $2.1M | 0.83% | 42,664 | Added |
| 19 | SCHE | SCHWAB STRATEGIC TR | $1.9M | 0.77% | 57,674 | Added |
| 20 | DFAE | DIMENSIONAL ETF TRUST | $1.7M | 0.67% | 48,966 | Trimmed |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $1.6M | 0.64% | 45,101 | Added |
| 22 | DFUS | DIMENSIONAL ETF TRUST | $1.2M | 0.47% | 16,334 | Added |
| 23 | AAPL | APPLE INC | $1.1M | 0.46% | 4,460 | Trimmed |
| 24 | SPEM | SPDR INDEX SHS FDS | $974,790 | 0.40% | 20,780 | Trimmed |
| 25 | XOM | EXXON MOBIL CORP | $540,697 | 0.22% | 3,187 | Added |
Source: SEC Form 13F filings · as of 2026-03-31