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Valued Wealth Advisors LLC: DFAU position timeline

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

Valued Wealth Advisors LLC held 959,941 DFAU 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 959,941 shares
    Change vs previous 13F -1,356 shares

    18.03% of the 13F portfolio, value $49,619,377.

    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 961,297 shares
    Change vs previous 13F +59,212 shares

    17.58% of the 13F portfolio, value $43,373,742.

    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 902,085 shares
    Change vs previous 13F +12,653 shares

    18.57% of the 13F portfolio, value $42,217,553.

    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 889,432 shares
    Change vs previous 13F +55,752 shares

    18.88% of the 13F portfolio, value $40,700,447.

    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 833,680 shares
    Change vs previous 13F +55,287 shares

    18.42% of the 13F portfolio, value $35,314,737.

    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 778,393 shares
    Change vs previous 13F +35,132 shares

    17.96% of the 13F portfolio, value $29,921,437.

    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 743,261 shares
    Change vs previous 13F +2,145 shares

    18.85% of the 13F portfolio, value $30,094,649.

    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 741,116 shares
    Change vs previous 13F not available

    19.07% of the 13F portfolio, value $29,414,901.

    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).