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
778,393
29,921.4
+4.73%
17.960
+0.81%
0.400
-1.22%
-0.25%
7,920.5
 
DFAI 		Dimensional International Core Equity Market ETF
694,793
21,698.4
+5.55%
13.020
+0.69%
0.240
+9.28%
+16.54%
10,120.5
 
DFSD 		Dimensional Short-Duration Fixed Income ETF
430,243
20,445.2
+4.36%
12.270
+0.51%
0.460
+0.61%
+1.88%
4,561.1
 
AVUV 		Avantis U.S. Small Cap Value ETF
211,180
18,408.6
+2.99%
11.050
+0.32%
0.120
-5.08%
-8.70%
15,174.2
 
AVDV 		Avantis International Small Cap Value ETF
156,821
10,936.7
+4.65%
6.560
+0.29%
0.140
+14.67%
+18.90%
8,986.1
 
AVEM 		Avantis Emerging Markets Equity ETF
159,603
9,607.5
+7.36%
5.770
+0.40%
0.120
+8.52%
+9.39%
8,591.8
 
AVLV 		Avantis U.S. Large Cap Value ETF
146,765
9,570.6
+4.87%
5.740
+0.27%
0.140
-4.47%
-1.63%
7,131.5
 
DFAC 		Dimensional U.S. Core Equity 2 ETF
160,711
5,301.8
-0.72%
3.180
-0.03%
0.020
-2.09%
-0.98%
32,886.5
 
DFAT 		Dimensional U.S. Targeted Value ETF
78,403
4,037.0
+0.68%
2.420
+0.02%
0.040
-5.37%
-6.88%
10,227.5
 
AVDE 		Avantis International Equity ETF
54,186
3,590.9
+3.04%
2.160
+0.06%
0.060
+11.08%
+18.74%
6,959.1
 

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 ETF2025-03-31Add
+0.81%
●
37.84 ($40.57) 42.31
$40.39
-0.44%
Add 4.73%
778,393
35,132
DFAI 		Dimensional International Core Equity Market ETF2025-03-31Add
+0.69%
●
28.88 ($30.87) 32.4
$34.03
10.24%
Add 5.55%
694,793
36,558
AVSF 		Avantis Short-Term Fixed Income ETF2025-03-31Add
+0.65%
●
45.96 ($46.37) 46.74
$46.79
0.91%
Add 290.85%
30,873
22,974
DFSD 		Dimensional Short-Duration Fixed Income ETF2025-03-31Add
+0.51%
●
46.74 ($47.22) 47.57
$47.76
1.14%
Add 4.36%
430,243
17,960
AVEM 		Avantis Emerging Markets Equity ETF2025-03-31Add
+0.40%
●
57.11 ($60.13) 62.4
$64.31
6.95%
Add 7.36%
159,603
10,939
DFSV 		Dimensional US Small Cap Value ETF2025-03-31New Buy
+0.36%
●
27.56 ($30.26) 32.1
$28.19
-6.84%
New holding
21,095
21,095
AVUV 		Avantis U.S. Small Cap Value ETF2025-03-31Add
+0.32%
●
84.96 ($93.96) 100.71
$88.13
-6.20%
Add 2.99%
211,180
6,123
AVDV 		Avantis International Small Cap Value ETF2025-03-31Add
+0.29%
●
63.74 ($67.91) 71.96
$77.38
13.94%
Add 4.65%
156,821
6,974
AVLV 		Avantis U.S. Large Cap Value ETF2025-03-31Add
+0.27%
●
63.51 ($67.8) 70.42
$65.68
-3.13%
Add 4.87%
146,765
6,809
DFUS 		Dimensional U.S. Equity Market ETF2025-03-31Reduce
-0.27%
●
59.61 ($63.9) 66.74
$63.92
0.03%
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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