Want to track DFAT and more in your Portfolio? 🎯
Sign up for Marketlog, a portfolio tracker that will exceed your expectations!
Dimensional US Targeted Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,717 | $216,366.57 | $260,710.38 | $44,343.81 | 20.49% |
| SC Sue Cox BetterWealth LLC | 17,746 | $717,650.79 | $1.24M | $527,053.65 | 73.44% |
 Allison Tronnes Forum Financial Management LP | 10.35M | $498.92M | $733.06M | $234.14M | 46.93% |
 Dalila Toledo Ascent Group LLC | 3,517 | $204,760.48 | $249,460.81 | $44,700.33 | 21.83% |
| EM Erin Mccann Simplicity Wealth LLC | 54,747 | $2.94M | $3.88M | $940,279.09 | 32.01% |
 Michael Byun SageView Advisory Group LLC | 22,442 | $1.27M | $1.59M | $322,150.06 | 25.38% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 5,143 | $260,818.3 | $364,278.69 | $103,460.39 | 39.67% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 309 | $15,910.41 | $21,911.19 | $6,000.78 | 37.72% |
 Allison Brooke Blake WorthPointe LLC | 81,873 | $4.5M | $5.81M | $1.31M | 29.11% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 7,593 | $422,626.38 | $538,571.49 | $115,945.11 | 27.43% |
 Brian Levy West Wealth Group LLC | 8,169 | $510,154.05 | $579,427.17 | $69,273.12 | 13.58% |
 Mark Astrinos Libra Wealth LLC | 280,077 | $13.24M | $19.87M | $6.62M | 50% |
| FFG Fiduciary Financial Group LLC Fiduciary Financial Group LLC | 210,687 | $11.18M | $14.76M | $3.59M | 32.07% |
| SW Scott Williams Investmark Advisory Group LLC | 37,000 | $1.63M | $2.63M | $996,630.16 | 60.99% |
 Amanda Hawley Atria Wealth Solutions Inc. | 10,124 | $487,833.7 | $720,626.32 | $232,792.62 | 47.72% |
 Lincoln Bach Delap Wealth Advisory LLC | 42,592 | $2.22M | $3.02M | $804,997.68 | 36.34% |
 Matthew Heller Willner & Heller LLC | 18,910 | $1.04M | $1.34M | $308,154.03 | 29.73% |
 Jeffrey Gilbert Balboa Wealth Partners | 22,211 | $1.18M | $1.58M | $403,047.05 | 34.27% |
| SM Sean Murray Quantum Financial Advisors LLC | 251,645 | $10.21M | $17.89M | $7.68M | 75.16% |
| EL Edward Lowndes Angeles Wealth Management LLC | 5,018 | $304,367.64 | $356,779.8 | $52,412.16 | 17.22% |
