Shanker Valleau Wealth Advisors, Inc. Purchases and Sells in Q3 2025

Shanker Valleau Wealth Advisors, Inc.

12 operations

Stock	Shares change	Price Range	Shares Held
DFAX	1.93K + 0.15%	$29.25 - $31.56 $56.5K - $60.9K	1.33M $41.6M
DFUV	994 + 0.17%	$41.91 - $44.87 $41.7K - $44.6K	589K $26.3M
DFIV	536 + 0.14%	$42.66 - $46.53 $22.9K - $24.9K	388K $17.9M
VCSH	14.6K + 5.77%	$78.96 - $80.04 $1.15M - $1.17M	267K $21.3M
AVRE	20.5K + 6.07%	$43.53 - $45.34 $892K - $929K	358K $15.9M
BNDX	19.7K + 6.81%	$49.0 - $49.51 $966K - $976K	309K $15.3M

4 operations

Stock	Shares change	Price Range	Shares Held
ITOT	6.32K New	$135.0 - $146.02 $853K - $922K	6.32K $919K
IXUS	8.2K New	$76.35 - $82.58 $626K - $677K	8.2K $676K
JNJ	1.22K New	$155.17 - $185.42 $189K - $226K	1.22K $226K
MRK	2.41K New	$77.6 - $87.37 $187K - $210K	2.41K $202K

8 operations

Stock	Shares change	Price Range	Shares Held
PGR	-750 - 5.0%	$238.61 - $264.3 $179K - $198K	14.3K $3.52M
TT	-2 - 0.38%	$398.96 - $472.54 $798 - $945	523 $220K
DIMENSIONAL ETF TRUST	-5.29K - 30.64%	N/A	12K $0
SPY	-6 - 1.01%	$617.65 - $666.84 $3.71K - $4K	587 $391K
DFEM	-256 - 0.31%	$29.55 - $32.52 $7.56K - $8.33K	83K $2.66M
DFAT	-6.91K - 3.14%	$53.36 - $59.69 $369K - $412K	213K $12.4M

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