Valued Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationholladay, UT
- Num holdings
650
- Value ($000)
$166,629
- Date Filed05/01/2025
- Form type13F-HR
- CIK0002007175
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $29.92M | 18 % | 778,393 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $21.70M | 13 % | 694,793 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $20.45M | 12 % | 430,243 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $18.41M | 11 % | 211,180 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $10.94M | 7 % | 156,821 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $9.61M | 6 % | 159,603 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.57M | 6 % | 146,765 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.30M | 3 % | 160,711 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.04M | 2 % | 78,403 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $3.59M | 2 % | 54,186 |
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