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Valued Wealth Advisors LLC: DFAI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valued Wealth Advisors LLC on DFAI, newest first. How the timeline and the estimate are built.

Valued Wealth Advisors LLC held 813,233 DFAI shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 813,233 shares
    Change vs previous 13F +22,330 shares

    12.19% of the 13F portfolio, value $33,545,856.

    13F-HR 0002007175-26-000004 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 790,903 shares
    Change vs previous 13F +21,095 shares

    12.49% of the 13F portfolio, value $30,813,583.

    13F-HR 0002007175-26-000002 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 769,808 shares
    Change vs previous 13F +25,127 shares

    12.9% of the 13F portfolio, value $29,337,370.

    13F-HR 0002007175-26-000001 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 744,681 shares
    Change vs previous 13F +52,585 shares

    12.56% of the 13F portfolio, value $27,069,175.

    13F-HR 0002007175-25-000007 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 692,096 shares
    Change vs previous 13F -2,697 shares

    12.48% of the 13F portfolio, value $23,925,771.

    13F-HR 0002007175-25-000006 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 694,793 shares
    Change vs previous 13F +36,558 shares

    13.02% of the 13F portfolio, value $21,698,382.

    13F-HR 0002007175-25-000003 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 658,235 shares
    Change vs previous 13F +44,385 shares

    12.04% of the 13F portfolio, value $19,220,437.

    13F-HR 0002007175-25-000002 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 613,850 shares
    Change vs previous 13F not available

    12.65% of the 13F portfolio, value $19,508,165.

    13F-HR 0002007175-24-000004 filed by Valued Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).