account_balance
Investment manager · 13F filer · SEC CIK 2007175
Valued Wealth Advisors LLC
Reported value$290Mas of Sep 30, 2026
Positions937 64 new, 38 sold out
Top 10 weight76.3%DFAU alone is 18%
FiledNov 536 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFAUDimensional ETF Trust
17.8%Added +3%
AVUVAmerican Centy ETF Tr
11.2%Trimmed −3%
DFSDDimensional ETF Trust
10.0%Added +4%
DFAIDimensional ETF Trust
7.4%Trimmed −36%
DFIVDimensional ETF Trust
6.6%Added +316%
AVDVAmerican Centy ETF Tr
6.4%Added +4%
AVLVAmerican Centy ETF Tr
5.9%Added +3%
AVEMAmerican Centy ETF Tr
5.8%
DFACDimensional ETF Trust
2.7%Added +32%
DFATDimensional ETF Trust
2.5%+7%
AVUSAmerican Centy ETF Tr
2.2%
AVDE1.7%
DFAUDimensional ETF Trust
17.8%Added +3%
AVUVAmerican Centy ETF Tr
11.2%−3%
DFSDDimensional ETF Trust
10.0%+4%
DFAIDimensional ETF Trust
7.4%−36%
DFIVDimensional ETF Trust
6.6%
AVDVAmerican Centy ETF Tr
6.4%
AVLVAmerican Centy ETF Tr
5.9%+3%
AVEMAmerican Centy ETF Tr
5.8%
DFAC2.7%
DFAT
AVDE
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
DFAU Dimensional ETF Trust 17.8% Added +3%
AVUV American Centy ETF Tr 11.2% Trimmed −3%
DFSD Dimensional ETF Trust 10.0% Added +4%
DFAI Dimensional ETF Trust 7.4% Trimmed −36%
DFIV Dimensional ETF Trust 6.6% Added +316%
AVDV American Centy ETF Tr 6.4% Added +4%
AVLV American Centy ETF Tr 5.9% Added +3%
AVEM American Centy ETF Tr 5.8% Held
DFAC Dimensional ETF Trust 2.7% Added +32%
DFAT Dimensional ETF Trust 2.5% Added +7%
AVUS American Centy ETF Tr 2.2% Held
AVDE American Centy ETF Tr 1.7% Added +15%
What changed
Biggest moves since Jun 30, 2026
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