VW

Valued Wealth Advisors LLC

13F
Valued Wealth Advisors LLC
Last update 2025-05-01 649 Stocks (40 new)
Value $167.00 Mil Turnover 6 %
Countries:
Top Holdings: DFAU(17.96%)DFAI(13.02%)DFSD(12.27%)AVUV(11.05%)AVDV(6.56%)
Summary Stock Picks Current Portfolio
Valued Wealth Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
778,393
29,921.4
+4.73%
17.960
+0.81%
0.400
+19.82%
+7.19%
8,743.9
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
694,793
21,698.4
+5.55%
13.020
+0.69%
0.240
+10.84%
+20.21%
10,624.5
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
430,243
20,445.2
+4.36%
12.270
+0.51%
0.460
+1.86%
+3.71%
4,900.0
 
AVUV
Avantis U.S. Small Cap Value ETF
211,180
18,408.6
+2.99%
11.050
+0.32%
0.120
+17.66%
-1.22%
16,917.0
 
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
156,821
10,936.7
+4.65%
6.560
+0.29%
0.140
+16.33%
+27.07%
9,910.9
 
AVEM
Avantis Emerging Markets Equity ETF
159,603
9,607.5
+7.36%
5.770
+0.40%
0.120
+19.67%
+20.14%
10,969.4
 
AVLV
Avantis U.S. Large Cap Value ETF
146,765
9,570.6
+4.87%
5.740
+0.27%
0.140
+14.72%
+4.66%
7,786.3
 
DFAC
Dimensional U.S. Core Equity 2 ETF
160,711
5,301.8
-0.72%
3.180
-0.03%
0.020
+18.67%
+6.33%
35,628.5
 
DFAT
Dimensional U.S. Targeted Value ETF
78,403
4,037.0
+0.68%
2.420
+0.02%
0.040
+17.32%
+0.78%
11,018.7
 
AVDE
Avantis International Equity ETF
54,186
3,590.9
+3.04%
2.160
+0.06%
0.060
+12.21%
+22.87%
7,486.1
 

Valued Wealth Advisors LLC's Historical Top Holdings Breakdowns

Valued Wealth Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFAU
Dimensional US Core Equity Market ETF
Dimensional US Core Equity Market ETF
2025-03-31
Add
Add
+0.81%
●
37.84 ($40.57) 42.31
$43.18
6.43%
Add 4.73%
778,393
35,132
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2025-03-31
Add
Add
+0.69%
●
28.88 ($30.87) 32.4
$34.54
11.89%
Add 5.55%
694,793
36,558
AVSF
Avantis Short-Term Fixed Income ETF
2025-03-31
Add
Add
+0.65%
●
45.96 ($46.37) 46.74
$46.91
1.15%
Add 290.85%
30,873
22,974
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2025-03-31
Add
Add
+0.51%
●
46.74 ($47.22) 47.57
$47.95
1.54%
Add 4.36%
430,243
17,960
AVEM
Avantis Emerging Markets Equity ETF
2025-03-31
Add
Add
+0.40%
●
57.11 ($60.13) 62.4
$69.87
16.20%
Add 7.36%
159,603
10,939
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
New Buy
New Buy
+0.36%
●
27.56 ($30.26) 32.1
$30.54
0.93%
New holding
21,095
21,095
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.32%
●
84.96 ($93.96) 100.71
$94.54
0.62%
Add 2.99%
211,180
6,123
AVDV
Avantis International Small Cap Value ETF
Avantis International Small Cap Value ETF
2025-03-31
Add
Add
+0.29%
●
63.74 ($67.91) 71.96
$81.17
19.53%
Add 4.65%
156,821
6,974
AVLV
Avantis U.S. Large Cap Value ETF
2025-03-31
Add
Add
+0.27%
●
63.51 ($67.8) 70.42
$69.31
2.23%
Add 4.87%
146,765
6,809
DFUS
Dimensional U.S. Equity Market ETF
2025-03-31
Reduce
Reduce
-0.27%
●
59.61 ($63.9) 66.74
$67.94
6.32%
Reduce -57.2%
5,186
-6,930

Valued Wealth Advisors LLC Total Holding History ($B)

To

Valued Wealth Advisors LLC's Asset Allocation

To

Valued Wealth Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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Valued Wealth Advisors LLC's Hypothetical Growth since 2025-03-31

Valued Wealth Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Valued Wealth Advisors LLC's Holdings Heat Map

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Valued Wealth Advisors LLC's Holdings Bubble Chart

Valued Wealth Advisors LLC News

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