Valued Wealth Advisors »

Amer shares owned by Valued Wealth Advisors

Quarter-by-quarter ownership of Amer (UHAL) shares owned by Valued Wealth Advisors from 13F filings

Historical chart of Valued Wealth Advisors investment in Amer

Tip: Access up to 7 years of quarterly data

All positions including Amer held by Valued Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Amer by Valued Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $775 10 77.50
2024-06-30 $618 10 61.80
2024-03-31 $676 10 67.60

More positions owned by Valued Wealth Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Short Duration F (DFSD)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
American Centy Etf Tr Us Eqt Etf (AVUS)

View all positions for Valued Wealth Advisors

Top funds holding Amer

Vanguard Group
Scharf Investments
Southpoint Capital Advisors
Smead Capital Management
Trian Fund Management
Yacktman Asset Management
BlackRock
BlackRock
Dimensional Fund Advisors
Lord, Abbett & Co
State Street Corporation
Geode Capital Management
Morgan Stanley
Old West Investment Management
AQR Capital Management

View all funds holding Amer