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 (DFAT). 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 | 104,134 | -2,303 | -2.2% | 2.73% | $6.2M | $59.54 |
| 2025 Q3 | REDUCED | 106,437 | -997 | -0.9% | 2.87% | $6.2M | $57.98 |
| 2025 Q2 | ADDED | 107,434 | +29,031 | +37.0% | 3.02% | $5.8M | $53.49 |
| 2025 Q1 | ADDED | 78,403 | +527 | +0.7% | 2.42% | $4.0M | $50.81 |
| 2024 Q4 | ADDED | 77,876 | +3,856 | +5.2% | 2.72% | $4.3M | $54.76 |
| 2024 Q3 | ADDED | 74,020 | +2,899 | +4.1% | 2.67% | $4.1M | $54.53 |
| 2024 Q2 | REDUCED | 71,121 | -4,024 | -5.4% | 2.53% | $3.7M | $50.66 |
| 2024 Q1 | REDUCED | 75,145 | -227,679 | -75.2% | 2.90% | $4.1M | $52.94 |
| 2023 Q4 | INITIATED | 302,824 | — | — | 12.78% | $13.8M | — |
As of 2025 Q4 — sorted by position size