Valued Wealth Advisors LLC
755 holdingsFiling period: 2026-03-31Current AUM: $271.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | DFAU | DIMENSIONAL ETF TRUST | 961.3K | $43.4M | $49.8M | 18.31% | +59.2K | 2026-03-31 |
| 2 | AVUV | AMERICAN CENTY ETF TR | 289.0K | $31.9M | $36.2M | 13.32% | +9.1K | 2026-03-31 |
| 3 | DFAI | DIMENSIONAL ETF TRUST | 790.9K | $30.8M | $33.3M | 12.25% | +21.1K | 2026-03-31 |
| 4 | DFSD | DIMENSIONAL ETF TRUST | 557.7K | $26.7M | $26.4M | 9.71% | +11.3K | 2026-03-31 |
| 5 | AVDV | AMERICAN CENTY ETF TR | 159.8K | $16.0M | $16.7M | 6.15% | -2,870 | 2026-03-31 |
| 6 | AVLV | AMERICAN CENTY ETF TR | 187.6K | $15.1M | $17.3M | 6.36% | +9.3K | 2026-03-31 |
| 7 | AVEM | AMERICAN CENTY ETF TR | 184.3K | $14.9M | $16.5M | 6.07% | +7.9K | 2026-03-31 |
| 8 | DFAT | DIMENSIONAL ETF TRUST | 105.4K | $6.6M | $7.5M | 2.74% | +1.3K | 2026-03-31 |
| 9 | AVUS | AMERICAN CENTY ETF TR | 49.5K | $5.5M | $6.3M | 2.32% | +24.3K | 2026-03-31 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | 131.3K | $5.1M | $5.8M | 2.15% | -23,486 | 2026-03-31 |
| 11 | DFIV | DIMENSIONAL ETF TRUST | 82.6K | $4.4M | $4.7M | 1.74% | +47.0K | 2026-03-31 |
| 12 | AVRE | AMERICAN CENTY ETF TR | 94.2K | $4.1M | $4.6M | 1.69% | +692 | 2026-03-31 |
| 13 | AVDE | AMERICAN CENTY ETF TR | 43.5K | $3.7M | $4.0M | 1.46% | -14,369 | 2026-03-31 |
| 14 | IVLU | ISHARES TR | 68.3K | $2.7M | $3.0M | 1.09% | -223 | 2026-03-31 |
| 15 | AVSF | AMERICAN CENTY ETF TR | 53.4K | $2.5M | $2.5M | 0.91% | +43.4K | 2026-03-31 |
| 16 | FNDC | SCHWAB STRATEGIC TR | 52.4K | $2.4M | $2.6M | 0.95% | -11,976 | 2026-03-31 |
| 17 | DFUV | DIMENSIONAL ETF TRUST | 43.5K | $2.1M | $2.4M | 0.89% | -2,658 | 2026-03-31 |
| 18 | ISVL | ISHARES TR | 42.7K | $2.1M | $2.2M | 0.82% | +23.4K | 2026-03-31 |
| 19 | SCHE | SCHWAB STRATEGIC TR | 57.7K | $1.9M | $2.1M | 0.76% | +34.7K | 2026-03-31 |
| 20 | DFAE | DIMENSIONAL ETF TRUST | 49.0K | $1.7M | $1.8M | 0.68% | -23,002 | 2026-03-31 |
| 21 | DFSV | DIMENSIONAL ETF TRUST | 45.1K | $1.6M | $1.8M | 0.66% | +21.5K | 2026-03-31 |
| 22 | DFUS | DIMENSIONAL ETF TRUST | 16.3K | $1.2M | $1.3M | 0.49% | +74 | 2026-03-31 |
| 23 | AAPL | APPLE INC | 4.5K | $1.1M | $1.4M | 0.51% | -275 | 2026-03-31 |
| 24 | SPEM | SPDR INDEX SHS FDS | 20.8K | $974K | $1.1M | 0.39% | -870 | 2026-03-31 |
| 25 | AMZN | AMAZON COM INC | 2.6K | $545K | $711K | 0.26% | +783 | 2026-03-31 |
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