13F filer

Valued Wealth Advisors

As of Jun 30, 2026 Filed Jul 21, 2026 CIK 2007175 SEC filings ↗

13F Value

$275.2M

Positions

913

Top Position

DFAU18.0%

Top 5

59.8%

Latest filing changes

vs Mar 31, 2026

1 DFSD Dimensional Short-Duration Fixed Income ETF +7.8%+$2.1M

2 DFAI Dimensional International Core Equity Market ETF +2.8%+$921K

3 AVDE Avantis International Equity ETF +10.7%+$415K

4 AVDV Avantis International Small Cap Value ETF +1.5%+$252K

5 AVRE Avantis Real Estate ETF +4.0%+$176K

Holdings913

#
1	DFAU Dimensional US Core Equity Market ETF	18.0%	$49.6M	-0.1%	959.9K	17.6%	ETF
2	AVUV Avantis U.S. Small Cap Value ETF	12.9%	$35.6M	-1.4%	285.0K	12.9%	ETF
3	DFAI Dimensional International Core Equity Market ETF	12.2%	$33.5M	+2.8%	813.2K	12.5%	ETF
4	DFSD Dimensional Short-Duration Fixed Income ETF	10.4%	$28.7M	+7.8%	601.2K	10.8%	ETF
5	AVEM Avantis Emerging Markets Equity ETF	6.2%	$17.1M	-4.1%	176.7K	6.0%	ETF
6	AVLV Avantis U.S. Large Cap Value ETF	6.1%	$16.8M	-2.0%	183.7K	6.1%	ETF
7	AVDV Avantis International Small Cap Value ETF	6.1%	$16.7M	+1.5%	162.3K	6.5%	ETF
8	DFAT Dimensional U.S. Targeted Value ETF	2.6%	$7.0M	-4.3%	100.8K	2.7%	ETF
9	AVUS Avantis U.S. Equity ETF	2.3%	$6.4M	+1.5%	50.3K	2.2%	ETF
10	DFAC Dimensional U.S. Core Equity 2 ETF	2.2%	$6.0M	+2.2%	134.1K	2.1%	ETF
11	AVRE Avantis Real Estate ETF	1.7%	$4.6M	+4.0%	97.9K	1.7%	ETF
12	DFIV Dimensional International Value ETF	1.6%	$4.5M	+0.0%	82.6K	1.8%	ETF
13	AVDE Avantis International Equity ETF	1.6%	$4.3M	+10.7%	48.2K	1.5%	ETF
14	IVLU iShares MSCI Intl Value Factor ETF	1.0%	$2.8M	-0.3%	68.1K	1.1%	ETF
15	FNDC Schwab Fundamental International Small Equity ETF	0.9%	$2.5M	-1.6%	51.6K	1.0%	ETF
16	DFUV Dimensional US Marketwide Value ETF	0.8%	$2.2M	-8.0%	40.0K	0.9%	ETF
17	ISVL iShares International Developed Small Cap Value Factor ETF	0.8%	$2.2M	+0.2%	42.7K	0.8%	ETF
18	DFAE Dimensional Emerging Core Equity Market ETF	0.8%	$2.1M	+5.7%	51.8K	0.7%	ETF
19	SCHE Schwab Emerging Markets Equity ETF	0.8%	$2.1M	-0.6%	57.3K	0.8%	ETF
20	AVSF Avantis Short-Term Fixed Income ETF	0.6%	$1.8M	-28.1%	38.4K	1.0%	ETF

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing24

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.