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 (DFUS). 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 | 16,260 | -357 | -2.1% | 0.53% | $1.2M | $74.17 |
| 2025 Q3 | REDUCED | 16,617 | -37 | -0.2% | 0.56% | $1.2M | $72.29 |
| 2025 Q2 | ADDED | 16,654 | +11,468 | +221.1% | 0.58% | $1.1M | $66.71 |
| 2025 Q1 | REDUCED | 5,186 | -6,930 | -57.2% | 0.19% | $314K | $60.04 |
| 2024 Q4 | ADDED | 12,116 | +5 | +0.0% | 0.48% | $772K | $63.14 |
| 2024 Q3 | REDUCED | 12,111 | -472 | -3.8% | 0.49% | $753K | $61.40 |
| 2024 Q2 | ADDED | 12,583 | +37 | +0.3% | 0.51% | $740K | $57.94 |
| 2024 Q1 | ADDED | 12,546 | +733 | +6.2% | 0.51% | $715K | $55.95 |
| 2023 Q4 | INITIATED | 11,813 | — | — | 0.51% | $550K | — |
As of 2025 Q4 — sorted by position size