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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 Ticker025072802 Stock NameAMERICAN CENTY ETF TR $ Position$12.3 b % Position6.00 % $ Change14.00 % # Shares155,023 # Change0.00 %
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

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