Valued Wealth Advisors LLC Incresed Positions in Q2 2025

Valued Wealth Advisors LLC

  • $192 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DFAU
Dimensional ETF Tr

ETFs
55.3K
+ 7.1%
$34.04 - $42.36 $1.88M - $2.34M
834K $35.3B
AVUV
American Centy ETF Tr Avantis

ETFs
35.9K
+ 17.01%
$75.17 - $91.21 $2.7M - $3.28M
247K $22.5B
DFSD
Dimensional ETF Tr Short Durat

ETFs
51.3K
+ 11.92%
$47.09 - $48.01 $2.41M - $2.46M
482K $23.1B
DFAT
Dimensional ETF Tr U S Target

ETFs
29K
+ 37.03%
$44.8 - $53.97 $1.3M - $1.57M
107K $5.8B
AVEM
American Centy ETF Tr Avantis

ETFs
4.98K
+ 3.12%
$53.08 - $68.54 $264K - $341K
165K $11.3B
AVLV
American Centy ETF Tr Avantis
13.3K
+ 9.04%
$56.85 - $68.21 $755K - $905K
160K $10.9B
FNDC
Schwab Fundamental Intl Small

ETFs
15.4K
+ 31.11%
$32.97 - $42.05 $507K - $647K
64.8K $2.73B
DFIV
Dimensional ETF Tr

ETFs
18.9K
+ 108.64%
$34.67 - $43.21 $654K - $815K
36.2K $1.55B
AVDE
American Centy ETF Tr Avantis

ETFs
5.92K
+ 10.92%
$59.32 - $74.36 $351K - $440K
60.1K $4.45B
AVUS
American Centy ETF Tr Avantis

ETFs
6.86K
+ 36.57%
$81.38 - $100.82 $558K - $691K
25.6K $2.58B
DFAE
Dimensional ETF Tr

ETFs
11.9K
+ 19.29%
$22.87 - $28.95 $272K - $344K
73.5K $2.13B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
10.1K
+ 17.14%
$26.69 - $33.44 $270K - $338K
69.2K $2.28B
AVRE
American Centy ETF Tr Avantis
3.52K
+ 4.61%
$38.75 - $44.92 $136K - $158K
79.9K $3.53B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
6.56K
+ 40.67%
$24.38 - $30.18 $160K - $198K
22.7K $684M
NVDA
Nvidia Corp

Technology
844
+ 48.39%
$94.31 - $157.99 $79.6K - $133K
2.59K $409M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
2.06K
+ 146.47%
$81.46 - $94.63 $167K - $194K
3.46K $327M
MSFT
Microsoft Corp

Technology
28
+ 1.92%
$354.56 - $497.45 $9.93K - $13.9K
1.49K $740M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
6.39K
+ 30.78%
$18.94 - $21.67 $121K - $138K
27.1K $574M
DFSV
Dimensional ETF Tr Dimensional

ETFs
2.16K
+ 10.23%
$24.21 - $29.47 $52.3K - $63.6K
23.3K $684M
AVGO
Broadcom Inc.

Technology
27
+ 4.17%
$146.29 - $275.65 $3.95K - $7.44K
675 $186M
GOOG
Alphabet Inc.

Communication Services
309
+ 48.51%
$146.58 - $180.01 $45.3K - $55.6K
946 $168M
GOOGL
Alphabet Inc.

Communication Services
216
+ 24.11%
$144.7 - $178.6 $31.3K - $38.6K
1.11K $196M
BAC
Bank Of America Corp

Financial Services
768
+ 135.21%
$34.39 - $47.46 $26.4K - $36.4K
1.34K $63.2M
TSLA
Tesla, Inc.

Consumer Cyclical
21
+ 5.54%
$221.86 - $362.89 $4.66K - $7.62K
400 $127M
COF
Capital One Financial Corp

Financial Services
98
+ 120.99%
$150.57 - $212.76 $14.8K - $20.9K
179 $38M
AVGE
American Centy ETF Tr Avantis
117
+ 12.89%
N/A
1.03K $79.4M
AMD
Advanced Micro Devices Inc

Technology
3
+ 1.02%
$78.21 - $143.81 $235 - $431
297 $42.2M
EMR
Emerson Electric CO

Industrials
2
+ 0.45%
$94.15 - $133.33 $188 - $267
445 $59.3M
SCHG
Schwab Strategic Tr Us Large C

ETFs
255
+ 34.09%
$22.27 - $29.21 $5.68K - $7.45K
1K $29.3M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
12
+ 0.63%
$90.56 - $109.49 $1.09K - $1.31K
1.92K $210M
RTX
Raytheon Technologies Corp

Industrials
10
+ 1.55%
$113.75 - $148.48 $1.14K - $1.48K
656 $95.8M
CSCO
Cisco Systems, Inc.

Technology
47
+ 5.59%
$53.19 - $69.38 $2.5K - $3.26K
888 $61.6M
T
At&T Inc.

Communication Services
217
+ 4.94%
$26.33 - $28.94 $5.71K - $6.28K
4.61K $133M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
175
+ 70.85%
$32.66 - $40.75 $5.72K - $7.13K
422 $17.1M
IBM
International Business Machines Corp

Technology
2
+ 1.23%
$221.03 - $294.78 $442 - $590
164 $48.2M
ADI
Analog Devices Inc

Technology
9
+ 6.21%
$164.6 - $238.02 $1.48K - $2.14K
154 $36.7M
INTU
Intuit Inc

Technology
3
+ 11.11%
$544.07 - $787.63 $1.63K - $2.36K
30 $23.6M
COP
Conocophillips

Energy
86
+ 71.67%
$82.66 - $106.1 $7.11K - $9.12K
206 $18.4M
V
Visa Inc.

Financial Services
10
+ 2.96%
$308.27 - $373.31 $3.08K - $3.73K
348 $124M
SCHW
Schwab Charles Corp

Financial Services
11
+ 3.7%
$69.06 - $91.24 $760 - $1K
308 $28.1M
ABT
Abbott Laboratories

Healthcare
26
+ 6.7%
$123.95 - $138.08 $3.22K - $3.59K
414 $56.3M
WMB
Williams Companies, Inc.

Energy
42
+ 6.8%
$54.33 - $62.87 $2.28K - $2.64K
660 $41.5M
KR
Kroger CO

Consumer Defensive
28
+ 5.05%
$64.62 - $74.0 $1.81K - $2.07K
582 $41.8M
MET
Metlife Inc

Financial Services
53
+ 38.69%
$68.42 - $82.49 $3.63K - $4.37K
190 $15.3M
FAST
Fastenal CO

Industrials
434
+ 107.16%
$40.65 - $83.16 $17.6K - $36.1K
839 $35.3M
ADP
Automatic Data Processing Inc

Industrials
8
+ 1.81%
$276.76 - $326.81 $2.21K - $2.61K
451 $140M
GILD
Gilead Sciences, Inc.

Healthcare
32
+ 5.6%
$96.91 - $113.0 $3.1K - $3.62K
603 $66.8M
Blackrock Inc
1
+ 4.35%
N/A
24 $24.7M
HIG
Hartford Financial Services Group, Inc.

Financial Services
13
+ 5.37%
$109.83 - $131.67 $1.43K - $1.71K
255 $32.5M
Activity Summary
Buys All Purchases 109 New Holdings 12 Increased Positions 97 Sells All Sells 183 Reductions 183 Sold out 0 Options Calls 0 Puts 0
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