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 (%) |
|---|---|---|---|---|---|
 Clint Dunn Beaird Harris Wealth Management LLC | 472,417 | $20.85M | $32.05M | $11.19M | 53.67% |
| DD Donald Davey Disciplined Equity Management Inc. | 429,100 | $22.78M | $29.43M | $6.65M | 29.19% |
 Caroline Jankowski Operose Advisors LLC | 2,714 | $163,701.31 | $184,226.32 | $20,525.01 | 12.54% |
 Brian Ramsay Wealthspan Partners LLC | 16,949 | $783,592.49 | $1.16M | $381,058.04 | 48.63% |
 Billy DeFrance Lauterbach Financial Advisors LLC | 390,415 | $18.6M | $26.48M | $7.88M | 42.35% |
 John Gorlow Cardiff Park Advisors LLC | 307,986 | $14.91M | $20.98M | $6.06M | 40.66% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 554,562 | $31.1M | $37.65M | $6.54M | 21.04% |
 Bill McVay Red Tortoise LLC | 3,175 | $139,541.25 | $215,836.5 | $76,295.25 | 54.68% |
 Samantha Pierangeli City State Bank | 141,574 | $7.26M | $9.61M | $2.36M | 32.45% |
 Evan Shorten PARAGON FINANCIAL PARTNERS Inc. | 5,082 | $276,613.26 | $345,321.9 | $68,708.64 | 24.84% |
 Christopher Pelch Vance Wealth LLC | 167,087 | $8.73M | $11.48M | $2.75M | 31.49% |
 Brett Lee Planning Center Inc. | 467,301 | $21.03M | $31.71M | $10.68M | 50.79% |
 W. Travis McKinney HB Wealth Management LLC | 81,546 | $4.73M | $5.55M | $823,248.87 | 17.41% |
 Mark Perrault Intergy Private Wealth LLC | 19,868 | $826,710.35 | $1.35M | $523,816.95 | 63.36% |
| GBW Granite Bay Wealth Management LLC Granite Bay Wealth Management LLC | 3,717 | $216,366.57 | $254,595.91 | $38,229.34 | 17.67% |
 Sue Cox BetterWealth LLC | 17,488 | $707,274.03 | $1.19M | $483,483.82 | 68.36% |
 Allison Tronnes Forum Financial Management LP | 10.4M | $502.37M | $706.92M | $204.55M | 40.72% |
 Dalila Toledo Ascent Group LLC | 9,665 | $634,505.68 | $656,253.5 | $21,747.82 | 3.43% |
| EM Erin Mccann Simplicity Wealth LLC | 52,478 | $2.82M | $3.56M | $738,437.85 | 26.18% |
 Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 2,912 | $203,549 | $197,404.48 | -$6,144.52 | -3.02% |
2026 © Marketlog. All Rights Reserved.
