Valued Wealth Advisors LLC Dimensional ETF Tr Transaction History
Valued Wealth Advisors LLC
- $216 Billion
- Q3 2025
A detailed history of Valued Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 889,432 shares of DFAU stock, worth $40.9 Million. This represents 18.88% of its overall portfolio holdings.
Number of Shares
889,432
Previous 833,680
6.69%
Holding current value
$40.9 Million
Previous $35.3 Billion
15.25%
% of portfolio
18.88%
Previous 18.42%
Shares
8 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.81MShares$175 Million0.8% of portfolio