ShankerValleau Wealth Advisors, Inc. ETF holdings
Skokie, IL
Reported $318.4M in 18 ETFs in its Form 13F for June 30, 2026.
ETF value
$318.4M
ETFs held
18
Change from prior quarter
+8.1%
With price moves
ETFs as a share of its 13F
83.9%
of $379.6M
Top 10 of 18 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| DFAC | Dimensional U.S. Core Equity 2 ETF | $97.5M | 2,197,279 | −64,602 shares |
| DFAX | Dimensional World ex U.S. Core Equity 2 ETF | $47.0M | 1,275,089 | −1,413 shares |
| DFUV | Dimensional US Marketwide Value ETF | $29.9M | 544,043 | −31,623 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $24.1M | 304,502 | +16,347 shares |
| DFIV | Dimensional International Value ETF | $19.7M | 364,529 | +90 shares |
| AVRE | Avantis Real Estate ETF | $18.2M | 384,164 | +10,520 shares |
| BNDX | Vanguard Total International Bond ETF | $17.3M | 356,458 | +18,839 shares |
| VCRB | Vanguard Core Bond ETF | $14.9M | 192,792 | +10,757 shares |
| DFAT | Dimensional U.S. Targeted Value ETF | $14.6M | 209,327 | −6,017 shares |
| VTIP | Vanguard Short-Term Inflation-Protected Securities ETF | $9.5M | 188,667 | +6,876 shares |
8 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001903273. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does ShankerValleau Wealth Advisors, Inc. own?
ShankerValleau Wealth Advisors, Inc. reported 18 ETF positions worth $318.4M in its Form 13F for June 30, 2026. The largest was DFAC, at $97.5M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.