Valued Wealth Advisors LLC
Q2 2025 13F Holdings
- Locationholladay, UT
- Num holdings
620
- Value ($000)
$191,727
- Date Filed08/06/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $35.31M | 18 % | 833,680 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $23.93M | 13 % | 692,096 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $23.12M | 12 % | 481,515 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $22.51M | 12 % | 247,112 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $12.29M | 6 % | 155,023 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $11.28M | 6 % | 164,580 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $10.92M | 6 % | 160,038 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $5.80M | 3 % | 107,434 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.62M | 3 % | 156,912 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $4.45M | 2 % | 60,105 |
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