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 (%) |
|---|---|---|---|---|---|
 Steve Alexandrowski GEM Asset Management LLC | 3,082 | $215,422 | $217,989.86 | $2,567.86 | 1.19% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 68,695 | $4.22M | $4.86M | $638,030.5 | 15.12% |
 Andy Peters Goldstein Advisors LLC | 5,310 | $233,000 | $375,576.3 | $142,576.3 | 61.19% |
 Robin Sherwood HTG Investment Advisors Inc. | 6,118 | $268,886.02 | $432,726.14 | $163,840.12 | 60.93% |
| AAL Avraham A. Levitan Glass Jacobson Investment Advisors LLC | 36,365 | $1.66M | $2.57M | $915,492.93 | 55.26% |
 Justin Halverson Great Waters Wealth Management | 888,357 | $46.07M | $62.83M | $16.77M | 36.4% |
 Kelly Christopher Significant Wealth Partners LLC | 4,611 | $250,977 | $326,136.03 | $75,159.03 | 29.95% |
 Paul L. Moffat Arista Wealth Management LLC | 9,636 | $460,135.88 | $681,554.28 | $221,418.4 | 48.12% |
| THL Team Hewins LLC Team Hewins LLC | 917,911 | $40.47M | $64.92M | $24.45M | 60.43% |
 Thomas J. Suttner McGlone Suttner Wealth Management Inc. | 10,183 | $566,758 | $720,243.59 | $153,485.59 | 27.08% |
 Todd Schanel Core Wealth Management Inc. | 4,025 | $210,747.24 | $284,688.25 | $73,941.01 | 35.09% |
 David Stevens Stevens Capital Partners | 7,251 | $452,825.09 | $521,491.92 | $68,666.83 | 15.16% |
 Dana Anspach Sensible Money LLC | 1.09M | $54.06M | $77.19M | $23.14M | 42.8% |
 Scott Highmark Mosaic Family Wealth Partners LLC | 505,941 | $24.71M | $35.79M | $11.07M | 44.82% |
 Brendan G. Moody Watershed Private Wealth LLC | 114,095 | $5.36M | $8.07M | $2.71M | 50.52% |
 Kyle Moore Quarry Hill Advisors LLC | 29,565 | $1.42M | $2.09M | $674,258.17 | 47.59% |
 Daniel McGlinn Grey Fox Wealth Advisors LLC | 2,960 | $206,920 | $209,360.8 | $2,440.8 | 1.18% |
 Kevin King LEGACY FINANCIAL GROUP Inc. | 147,297 | $6.5M | $10.42M | $3.92M | 60.31% |
 Lee McGowan Monument Group Wealth Advisors LLC | 8,311 | $436,164.44 | $587,837.03 | $151,672.59 | 34.77% |
| SM Sarah Moore BOS Asset Management LLC | 24,099 | $1.16M | $1.7M | $545,771.4 | 47.1% |
