Valued Wealth Advisors LLC has filed its 13F form on April 30, 2024 for Q1 2024 where it was disclosed a total value porftolio of $141 Billion distributed in 612 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $27.3B, Dimensional ETF Tr with a value of $18.2B, American Centy ETF Tr Avantis with a value of $17.7B, Dimensional ETF Tr Short Durat with a value of $15.4B, and American Centy ETF Tr Avantis with a value of $9.28B.
Examining the 13F form we can see an increase of $32.9B in the current position value, from $108B to 141B.
Valued Wealth Advisors LLC is based out at Holladay, UT
Below you can find more details about Valued Wealth Advisors LLC portfolio as well as his latest detailed transactions.