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Dimensional US Targeted Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Amna Ali Khan GDS Wealth Management | 3,881 | $201,307.47 | $265,072.3 | $63,764.83 | 31.68% |
 Mark Mowrey Signature Resources Capital Management LLC | 520 | $27,308.75 | $35,347 | $8,038.25 | 29.43% |
| GPB Greg P. Benner Vertex Planning Partners LLC | 6,250 | $339,952.35 | $428,875 | $88,922.65 | 26.16% |
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 1,401 | $57,120.59 | $95,099.88 | $37,979.29 | 66.49% |
 Rebecca Sierp WPWealth LLP | 252,326 | $12.68M | $17.14M | $4.46M | 35.22% |
 Lukas Lindgren Abound Wealth Management | 2,303 | $136,418.94 | $156,511.88 | $20,092.94 | 14.73% |
| DWM Drive Wealth Management LLC Drive Wealth Management LLC | 4,084 | $210,333.54 | $277,262.76 | $66,929.22 | 31.82% |
 Bert D. Barre Colonial Trust Co. / SC | 7,279 | $383,349.12 | $494,389.68 | $111,040.56 | 28.97% |
 Christopher D. Rich EnRich Financial Partners LLC | 504,548 | $26.49M | $34.2M | $7.72M | 29.13% |
 Mark Meredith Meredith Wealth Planning | 25,224 | $1.18M | $1.72M | $545,313.37 | 46.31% |
 Brian Matter Creative Capital Management Investments LLC | 356 | $20,722.76 | $24,197.32 | $3,474.56 | 16.77% |
| PCM Passive Capital Management LLC Passive Capital Management LLC | 76,992 | $3.37M | $5.23M | $1.85M | 54.97% |
 Belena Vincetti Fortis Capital Advisors LLC | 8,255 | $447,010.66 | $561,340 | $114,329.34 | 25.58% |
| SRW Shira Ridge Wealth Management Shira Ridge Wealth Management | 11,831 | $538,735.13 | $802,851.66 | $264,116.53 | 49.03% |
 Nelson J. Lam LAM GROUP Inc. | 31,603 | $1.43M | $2.17M | $743,929.72 | 52.07% |
| MHS Mark H. Sladkus Red Lighthouse Investment Management LLC | 83,077 | $3.7M | $5.64M | $1.94M | 52.43% |
| VMJ Victor Melfa Jr. MELFA WEALTH MANAGEMENT Inc. | 24,360 | $1.14M | $1.67M | $532,765.27 | 46.86% |
 Sue Oleari Trifecta Capital Advisors LLC | 1,116 | $58,400.31 | $75,759.66 | $17,359.35 | 29.72% |
 Scott Register Register Financial Advisors LLC | 3,342 | $233,606 | $227,189.16 | -$6,416.84 | -2.75% |
 Bree Pate Olisti Co. Wealth LLC | 31,601 | $1.71M | $2.15M | $443,919.91 | 25.98% |
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