INTERWISE

Filters

Showing 9 results

Adviser
Type
Submitted
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
08/06/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$35.3 b % Position18.00 % $ Change19.00 % # Shares833,680 # Change8.00 %
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$23.9 b % Position12.00 % $ Change11.00 % # Shares692,096 # Change1.00 %
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$23.1 b % Position12.00 % $ Change13.00 % # Shares481,515 # Change12.00 %
Stock Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$22.5 b % Position12.00 % $ Change24.00 % # Shares247,112 # Change18.00 %
Stock Ticker025072604 Stock NameAMERICAN CENTY ETF TR $ Position$11.3 b % Position6.00 % $ Change19.00 % # Shares164,580 # Change4.00 %
Adviser Valued Wealth Advisors LLC Type N-PX Submitted
07/16/2025
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
05/01/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$29.6 b % Position18.00 % $ Change-1.00 % # Shares769,888 # Change4.00 %
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$21.5 b % Position13.00 % $ Change12.00 % # Shares687,849 # Change5.00 %
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$20.4 b % Position12.00 % $ Change6.00 % # Shares429,823 # Change4.00 %
Stock Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$18.2 b % Position11.00 % $ Change-8.00 % # Shares208,716 # Change2.00 %
Stock Ticker025072604 Stock NameAMERICAN CENTY ETF TR $ Position$9.5 b % Position6.00 % $ Change9.00 % # Shares157,899 # Change6.00 %
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
01/22/2025
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$30.0 b % Position19.00 % $ Change2.00 % # Shares741,517 # Change0.00 %
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$19.2 b % Position12.00 % $ Change-1.00 % # Shares656,744 # Change7.00 %
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$19.3 b % Position12.00 % $ Change13.00 % # Shares411,680 # Change15.00 %
Stock Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$19.7 b % Position12.00 % $ Change5.00 % # Shares204,593 # Change5.00 %
Stock Ticker025072349 Stock NameAMERICAN CENTY ETF TR $ Position$9.3 b % Position6.00 % $ Change4.00 % # Shares139,622 # Change2.00 %
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
10/28/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$29.3 b % Position19.00 % $ Change2.00 % # Shares739,292 # Change-3.00 %
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$19.5 b % Position13.00 % $ Change4.00 % # Shares612,344 # Change-3.00 %
Stock Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$18.8 b % Position12.00 % $ Change5.00 % # Shares195,731 # Change-2.00 %
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$17.1 b % Position11.00 % $ Change5.00 % # Shares358,387 # Change3.00 %
Stock Ticker025072349 Stock NameAMERICAN CENTY ETF TR $ Position$9.0 b % Position6.00 % $ Change3.00 % # Shares136,691 # Change-2.00 %
Adviser Valued Wealth Advisors LLC Type N-PX Submitted
10/15/2024
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
07/17/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$28.7 b % Position20.00 % $ Change5.00 % # Shares764,377 # Change2.00 %
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$18.7 b % Position13.00 % $ Change3.00 % # Shares630,274 # Change5.00 %
Stock Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$17.8 b % Position12.00 % $ Change1.00 % # Shares198,864 # Change6.00 %
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$16.4 b % Position11.00 % $ Change7.00 % # Shares348,205 # Change7.00 %
Stock Ticker025072349 Stock NameAMERICAN CENTY ETF TR $ Position$8.7 b % Position6.00 % $ Change0.00 % # Shares139,057 # Change2.00 %
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
04/30/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$27.3 b % Position19.00 % $ Change42.00 % # Shares746,282 # Change16.00 %
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$18.2 b % Position13.00 % $ Change42.00 % # Shares601,574 # Change23.00 %
Stock Ticker025072877 Stock NameAMERICAN CENTY ETF TR $ Position$17.6 b % Position12.00 % $ Change587.00 % # Shares188,098 # Change472.00 %
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$15.4 b % Position11.00 % $ Change3.00 % # Shares326,349 # Change1.00 %
Stock Ticker025072802 Stock NameAMERICAN CENTY ETF TR $ Position$9.3 b % Position7.00 % $ Change37.00 % # Shares140,570 # Change21.00 %
Adviser Valued Wealth Advisors LLC Type 13F-HR Submitted
01/08/2024
Stock Ticker Stock Name $ Position % Position $ Change # Shares # Change
Stock Ticker25434V104 Stock NameDIMENSIONAL ETF TRUST $ Position$19.2 b % Position18.00 % $ ChangeN / A # Shares641,621 # ChangeN / A
Stock Ticker25434V864 Stock NameDIMENSIONAL ETF TRUST $ Position$14.9 b % Position14.00 % $ ChangeN / A # Shares322,315 # ChangeN / A
Stock Ticker25434V609 Stock NameDIMENSIONAL ETF TRUST $ Position$13.8 b % Position13.00 % $ ChangeN / A # Shares302,010 # ChangeN / A
Stock Ticker25434V203 Stock NameDIMENSIONAL ETF TRUST $ Position$12.8 b % Position12.00 % $ ChangeN / A # Shares489,358 # ChangeN / A
Stock Ticker025072802 Stock NameAMERICAN CENTY ETF TR $ Position$6.7 b % Position6.00 % $ ChangeN / A # Shares116,561 # ChangeN / A

This website uses cookies so that we can provide you with a better user experience. By using our website, you consent to our use of cookies. To read more about how we use the cookies and to change your settings, see our cookie policy