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Dimensional US Targeted Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 David Novak Novak & Powell Financial Services, Inc. | 3,290 | $205,461 | $225,348.55 | $19,887.55 | 9.68% |
| RJ Rebecca Judd Pathstone Holdings, LLC | 273,030 | $14.74M | $18.59M | $3.85M | 26.14% |
 Deanne Rosso ELEVATE WEALTH ADVISORY, INC | 68,249 | $3.62M | $4.67M | $1.04M | 28.8% |
 Simone Vannoy Vannoy Advisory Group, Inc. | 18,067 | $947,227.4 | $1.23M | $278,889.55 | 29.44% |
 Thomas Higgins Balanced Rock Investment Advisors LLC | 3,304 | $206,334.45 | $224,457.24 | $18,122.79 | 8.78% |
| AIM Advyzon Investment Management LLC Advyzon Investment Management, LLC | 3,347 | $210,087.82 | $226,876.39 | $16,788.57 | 7.99% |
 DONNALEE GUERIN FOSTER DYKEMA CABOT & PARTNERS, LLC | 976 | $53,124 | $66,460.72 | $13,336.72 | 25.1% |
 Tammy Trenta FF Advisors,LLC | 3,868 | $208,722 | $264,261.76 | $55,539.76 | 26.61% |
 Kyle Jones Pineridge Advisors LLC | 195 | $10,214.12 | $13,238.55 | $3,024.43 | 29.61% |
| TWP Triad Wealth Partners LLC Triad Wealth Partners, LLC | 7,095 | $379,860.44 | $481,466.7 | $101,606.26 | 26.75% |
 John Noonan GREAT OAK CAPITAL PARTNERS, LLC | 1.44M | $76.97M | $97.55M | $20.57M | 26.73% |
 Drew Garner ARK & TLK INVESTMENTS, LLC | 31,223 | $1.63M | $2.13M | $501,058.57 | 30.68% |
 Ashley Meredith Abel Hall, LLC | 33,649 | $1.76M | $2.28M | $519,876.57 | 29.52% |
| BMV Barbara Marie Villard Financial Synergies Wealth Advisors, Inc. | 23,967 | $1.07M | $1.63M | $556,321.87 | 51.86% |
| WL Wealthcollab LLC WealthCollab, LLC | 22,975 | $1.2M | $1.56M | $354,823.58 | 29.51% |
 Ian Jameson American Capital Advisory, LLC | 12,094 | $672,600.44 | $821,364.01 | $148,763.57 | 22.12% |
| SB Scott Blaesing Cascade Wealth Advisors, Inc | 10,748 | $586,775.56 | $728,284.48 | $141,508.92 | 24.12% |
 Joel W. Lake Capstone Wealth Management, LLC | 195,951 | $10.91M | $13.43M | $2.53M | 23.17% |
 Brian Krause Cascade Financial Partners, LLC | 31,915 | $1.74M | $2.17M | $436,226.33 | 25.09% |
 Janice M. Powell Diversify Advisory Services, LLC | 9,480 | $670,925 | $643,263.5 | -$27,661.5 | -4.12% |
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