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Dimensional US Targeted Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| RM Rich Mowrer Brookwood Investment Group LLC | 5,004 | $260,867.45 | $353,732.76 | $92,865.31 | 35.6% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 30,451 | $1.58M | $2.15M | $575,817.55 | 36.52% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 22,095 | $1.23M | $1.56M | $330,020.24 | 26.79% |
| ML Maseco LLP Maseco LLP | 10,139 | $552,594.11 | $716,066.87 | $163,472.76 | 29.58% |
 Jon Lewis Midwest Trust Co | 37,235 | $2.01M | $2.63M | $619,824.16 | 30.84% |
 William P. Ratcliff Rebel Financial LLC | 15,618 | $929,894.49 | $1.1M | $173,126.76 | 18.62% |
 Lauren Sterling NerdWallet Wealth Partners LLC | 23,466 | $1.37M | $1.66M | $291,330.25 | 21.33% |
 Molly Wheeler Burk Holdings LLC | 87,224 | $4.91M | $6.16M | $1.25M | 25.49% |
| CTC Caldwell Trust Co Caldwell Trust Co | 3,606 | $200,710 | $254,727.84 | $54,017.84 | 26.91% |
 Michael Behner Nautilus Advisors LLC | 14,846 | $810,526.9 | $1.05M | $235,522.26 | 29.06% |
 Bonnie Courtney Cambridge Financial Group LLC | 390,016 | $20.95M | $27.43M | $6.48M | 30.96% |
 Virtue Asset Management LLC Virtue Asset Management LLC | 24,142 | $1.41M | $1.7M | $299,602.04 | 21.32% |
