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 (DFSD). 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 | ADDED | 546,435 | +20,149 | +3.8% | 11.52% | $26.2M | $47.95 |
| 2025 Q3 | ADDED | 526,286 | +44,771 | +9.3% | 11.77% | $25.4M | $47.42 |
| 2025 Q2 | ADDED | 481,515 | +51,272 | +11.9% | 12.06% | $23.1M | $46.72 |
| 2025 Q1 | ADDED | 430,243 | +17,960 | +4.4% | 12.27% | $20.4M | $45.83 |
| 2024 Q4 | ADDED | 412,283 | +53,185 | +14.8% | 12.11% | $19.3M | $44.98 |
| 2024 Q3 | ADDED | 359,098 | +10,204 | +2.9% | 11.11% | $17.1M | $44.94 |
| 2024 Q2 | ADDED | 348,894 | +21,870 | +6.7% | 11.26% | $16.4M | $43.77 |
| 2024 Q1 | ADDED | 327,024 | +4,080 | +1.3% | 10.90% | $15.4M | $43.31 |
| 2023 Q4 | INITIATED | 322,944 | — | — | 13.83% | $15.0M | — |
As of 2025 Q4 — sorted by position size