Valued Wealth Advisors LLC
Q3 2025 13F Holdings
- Locationholladay, UT
- Num holdings
627
- Value ($000)
$215,540
- Date Filed10/28/2025
- 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 Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $40.7M | 19 % | 889,432 | ||
DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $27.07M | 13 % | 744,681 | ||
AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $26.77M | 12 % | 268,986 | ||
DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $25.36M | 12 % | 526,286 | ||
AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $14.2M | 7 % | 159,514 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $13.02M | 6 % | 173,406 | ||
AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $12.56M | 6 % | 173,765 | ||
DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $6.2M | 3 % | 106,437 | ||
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.99M | 3 % | 155,401 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $4.66M | 2 % | 59,077 |
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