Valued Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationholladay, UT
- Num holdings
645
- Value ($000)
$159,629
- Date Filed01/22/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAU DIMENSIONAL ETF TRUST | US CORE EQT MKT | 25434V104 | $30.09M | 19 % | 743,261 | ||
AVUV AMERICAN CENTY ETF TR | US SML CP VALU | 025072877 | $19.79M | 12 % | 205,057 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $19.33M | 12 % | 412,283 | ||
DFAI DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 25434V203 | $19.22M | 12 % | 658,235 | ||
AVDV AMERICAN CENTY ETF TR | INTL SMCP VLU | 025072802 | $9.75M | 6 % | 149,847 | ||
AVLV AMERICAN CENTY ETF TR | US LARGE CAP VLU | 025072349 | $9.34M | 6 % | 139,956 | ||
AVEM AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $8.74M | 6 % | 148,664 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $5.60M | 4 % | 161,878 | ||
DFAT DIMENSIONAL ETF TRUST | US TARGETED VLU | 25434V609 | $4.33M | 3 % | 77,876 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $3.23M | 2 % | 52,585 |
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