Valued Wealth Advisors LLC has filed its 13F form on July 16, 2024 for Q2 2024 where it was disclosed a total value porftolio of $146 Billion distributed in 622 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr with a value of $28.7B, Dimensional ETF Tr with a value of $18.7B, American Centy ETF Tr Avantis with a value of $17.9B, Dimensional ETF Tr Short Durat with a value of $16.4B, and American Centy ETF Tr Avantis with a value of $9.38B.
Examining the 13F form we can see an increase of $4.51B in the current position value, from $141B to 146B.
Also it can be appreciated an additional of 32 stocks purchases and 1 closed positions.
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.