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Dimensional US Targeted Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Michael Byun SageView Advisory Group LLC | 13,044 | $746,174.52 | $886,339.8 | $140,165.28 | 18.78% |
| KRH Kenneth R. Herold FinDec Wealth Services Inc. | 5,132 | $260,308.02 | $348,411.48 | $88,103.46 | 33.85% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 309 | $15,910.41 | $20,974.92 | $5,064.51 | 31.83% |
 Allison Brooke Blake WorthPointe LLC | 87,024 | $4.86M | $5.95M | $1.09M | 22.39% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 7,593 | $422,626.38 | $515,754.52 | $93,128.14 | 22.04% |
 Mark Astrinos Libra Wealth LLC | 276,118 | $13.06M | $18.74M | $5.68M | 43.5% |
 Scott Williams Investmark Advisory Group LLC | 37,054 | $1.64M | $2.54M | $900,354.56 | 54.97% |
 Michael Topley Lansing Street Advisors | 6,026 | $421,217.4 | $412,750.87 | -$8,466.53 | -2.01% |
 Amanda Hawley Atria Wealth Solutions Inc. | 10,124 | $487,833.7 | $689,343.16 | $201,509.46 | 41.31% |
 Lincoln Bach Delap Wealth Advisory LLC | 40,231 | $2.09M | $2.73M | $641,967.31 | 30.68% |
 Matthew Heller Willner & Heller LLC | 18,910 | $1.04M | $1.3M | $261,162.68 | 25.2% |
 Jeffrey Gilbert Balboa Wealth Partners | 21,006 | $1.12M | $1.43M | $307,681.3 | 27.51% |
 Sean Murray Quantum Financial Advisors LLC | 251,645 | $10.21M | $17.15M | $6.94M | 67.93% |
 Edward Lowndes Angeles Wealth Management LLC | 7,938 | $508,475.64 | $539,506.17 | $31,030.53 | 6.1% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 16,281 | $760,708.7 | $1.12M | $354,539.8 | 46.61% |
 Rosemarie Ranzie Stage Harbor Financial LLC | 6,263 | $347,990.07 | $424,380.88 | $76,390.81 | 21.95% |
 Lori Fernicola Castle Wealth Management LLC | 3,022 | $211,237.8 | $205,767.97 | -$5,469.83 | -2.59% |
 John Ritter Ritter Daniher Financial Advisory LLC / DE | 832 | $33,463.04 | $56,534.4 | $23,071.36 | 68.95% |
 Janelle Anderson Grand Wealth Management LLC | 17,402 | $763,990.51 | $1.18M | $414,820.97 | 54.3% |
| RWM Ruedi Wealth Management Inc. Ruedi Wealth Management Inc. | 212,725 | $9.95M | $14.41M | $4.47M | 44.92% |
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