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 (DFIV). 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 | 35,605 | -599 | -1.7% | 0.78% | $1.8M | $49.90 |
| 2025 Q3 | REDUCED | 36,204 | -31 | -0.1% | 0.77% | $1.7M | $45.77 |
| 2025 Q2 | ADDED | 36,235 | +18,868 | +108.6% | 0.81% | $1.6M | $42.32 |
| 2025 Q1 | REDUCED | 17,367 | -133 | -0.8% | 0.41% | $684K | $38.22 |
| 2024 Q4 | REDUCED | 17,500 | -150 | -0.8% | 0.39% | $621K | $34.33 |
| 2024 Q3 | REDUCED | 17,650 | -110 | -0.6% | 0.44% | $672K | $36.49 |
| 2024 Q2 | ADDED | 17,760 | +324 | +1.9% | 0.44% | $638K | $34.22 |
| 2024 Q1 | ADDED | 17,436 | +512 | +3.0% | 0.45% | $641K | $34.31 |
| 2023 Q4 | INITIATED | 16,924 | — | — | 0.51% | $552K | — |
As of 2025 Q4 — sorted by position size