Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| VALUED WEALTH ADVISORS LLC | 04-30-2024 | 03-31-2024 | 612 | 141,159,361 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | 1 | $27,337,289 | 748,147 | 0.02 | 748,147 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 2 | $18,224,299 | 603,055 | 0.01 | 603,055 | +Inf | 03-31-2024 | |
| AMERICAN CENTY ETF TR | US SML CP VALU | 3 | $17,671,751 | 188,579 | 0.01 | 188,579 | +Inf | 03-31-2024 | |
| DIMENSIONAL ETF TRUST | SHORT DURATION F | 4 | $15,383,234 | 327,024 | 0.01 | 327,024 | +Inf | 03-31-2024 |
