Ownership history in Valued Wealth Advisors LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Valued Wealth Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 154,748 | -653 | -0.4% | 2.69% | $6.1M | $39.59 |
| 2025 Q3 | REDUCED | 155,401 | -1,511 | -1.0% | 2.78% | $6.0M | $38.48 |
| 2025 Q2 | REDUCED | 156,912 | -3,799 | -2.4% | 2.93% | $5.6M | $35.66 |
| 2025 Q1 | REDUCED | 160,711 | -1,167 | -0.7% | 3.18% | $5.3M | $32.72 |
| 2024 Q4 | REDUCED | 161,878 | -13,993 | -8.0% | 3.51% | $5.6M | $34.23 |
| 2024 Q3 | ADDED | 175,871 | +8,281 | +4.9% | 3.91% | $6.0M | $33.84 |
| 2024 Q2 | ADDED | 167,590 | +1,696 | +1.0% | 3.71% | $5.4M | $31.72 |
| 2024 Q1 | REDUCED | 165,894 | -36,830 | -18.2% | 3.75% | $5.3M | $31.35 |
| 2023 Q4 | INITIATED | 202,724 | — | — | 4.91% | $5.3M | — |
As of 2025 Q4 — sorted by position size