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Dimensional US Small Cap Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CAM Clark Asset Management LLC Clark Asset Management LLC | 23,967 | $770,514.57 | $950,531.22 | $180,016.65 | 23.36% |
 Scott Ela Avant Financial Advisors LLC | 361,776 | $11.39M | $14.35M | $2.96M | 26.01% |
 Aspen Capital Management LLC Aspen Capital Management LLC | 280,152 | $8.01M | $11.11M | $3.1M | 38.64% |
 Infinity Wealth Counsel LLC Infinity Wealth Counsel LLC | 12,360 | $373,464.65 | $490,197.6 | $116,732.95 | 31.26% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 9,531 | $293,179.14 | $377,999.46 | $84,820.32 | 28.93% |
 Justin Boggs Optima Capital LLC | 9,426 | $290,415.91 | $373,835.16 | $83,419.25 | 28.72% |
| LAM LOM Asset Management Ltd. LOM Asset Management Ltd. | 4,100 | $122,739 | $162,606 | $39,867 | 32.48% |
 Molly Wheeler Burk Holdings LLC | 150,184 | $4.57M | $6.08M | $1.51M | 32.95% |
 Adam Scott Argyle Capital Partners LLC | 11,858 | $347,557.52 | $477,735.1 | $130,177.58 | 37.45% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 115,935 | $3.81M | $4.6M | $784,880.18 | 20.58% |
 Bonnie Courtney Cambridge Financial Group LLC | 13,983 | $430,575.07 | $554,565.78 | $123,990.71 | 28.8% |
 Sarah Byrd Alpha Advisors LLC/VA | 33,201 | $1.03M | $1.34M | $310,893.79 | 30.08% |
| WMA William Mack & Associates Inc. William Mack & Associates Inc. | 54,027 | $1.95M | $2.14M | $197,560.89 | 10.16% |
