StockDriftsStockDriftsTop 50 Valued Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAU | DIMENSIONAL ETF TRUST | 17.58% | 961.3K | $43.4M | +6.56%(+59.21K) | $34.65(+47.06%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 12.94% | 289.0K | $31.9M | +3.24%(+9.06K) | $91.74(+28.41%) | 2026-03-31 | |
| DFAI | DIMENSIONAL ETF TRUST | 12.49% | 790.9K | $30.8M | +2.74%(+21.09K) | $29.20(+42.60%) | 2026-03-31 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.82% | 557.7K | $26.7M | +2.07%(+11.30K) | $47.08(+1.71%) | 2026-03-31 | |
| AVDV | AMERICAN CENTY ETF TR | 6.47% | 159.8K | $16.0M | -1.76%(-2.87K) | $62.89(+75.03%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 6.13% | 187.6K | $15.1M | +5.22%(+9.31K) | $59.77(+47.69%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 6.02% | 184.3K | $14.9M | +4.50%(+7.94K) | $59.55(+59.33%) | 2026-03-31 | |
| DFAT | DIMENSIONAL ETF TRUST | 2.67% | 105.4K | $6.6M | +1.20%(+1.25K) | $50.52(+30.32%) | 2026-03-31 | |
| AVUS | AMERICAN CENTY ETF TR | 2.23% | 49.5K | $5.5M | +96.48%(+24.31K) | $98.29(+27.25%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 2.07% | 131.3K | $5.1M | -15.18%(-23.49K) | $28.02(+54.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.37% | +41.90% |
| Top 20 Holdings Unweighted | +11.94% | +40.25% |
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