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Valued Wealth Advisors LLC

Q1 2026 13F Holdings

  • Location
    holladay, UT
  • Num holdings

    751

  • Value ($000)

    $246,745

  • Date Filed
    04/30/2026
  • Form type
    13F-HR
  • CIK
    0002007175
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
D
DFAU

DIMENSIONAL ETF TRUST

US CORE EQT MKT
25434V104
$43.37M
18 %

961,297

A
AVUV

AMERICAN CENTY ETF TR

US SML CP VALU
025072877
$31.92M
13 %

288,962

D
DFAI

DIMENSIONAL ETF TRUST

INTL CORE EQT MK
25434V203
$30.81M
13 %

790,903

D
DFSD

DIMENSIONAL ETF TRUST

SHORT DURATION F
25434V864
$26.7M
11 %

557,734

A
AVDV

AMERICAN CENTY ETF TR

INTL SMCP VLU
025072802
$15.96M
7 %

159,820

A
AVLV

AMERICAN CENTY ETF TR

US LARGE CAP VLU
025072349
$15.12M
6 %

187,555

A
AVEM

AMERICAN CENTY ETF TR

AVANTIS EMGMKT
025072604
$14.85M
6 %

184,315

D
DFAT

DIMENSIONAL ETF TRUST

US TARGETED VLU
25434V609
$6.58M
3 %

105,387

A
AVUS

AMERICAN CENTY ETF TR

US EQT ETF
025072885
$5.5M
2 %

49,511

D
DFAC

DIMENSIONAL ETF TRUST

US CORE EQUITY 2
25434V708
$5.1M
2 %

131,262

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