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Dimensional US Marketwide Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SH Suzanne Hornick ASSET PLANNING Corp.ORATION | 28,520 | $901,785.21 | $1.56M | $662,394.19 | 73.45% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 7,072 | $299,413.92 | $387,793.12 | $88,379.2 | 29.52% |
| CE Curtis Ellergodt Rothschild Investment LLC | 584 | $27,209 | $32,023.64 | $4,814.64 | 17.7% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 4,386 | $196,051.81 | $240,506.31 | $44,454.5 | 22.67% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 7,141 | $292,209.95 | $391,648.14 | $99,438.19 | 34.03% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 5,844 | $247,084.32 | $320,514.18 | $73,429.86 | 29.72% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 4,303 | $200,476.77 | $235,955 | $35,478.23 | 17.7% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,937 | $254,743.62 | $379,488.58 | $124,744.96 | 48.97% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 12,628 | $505,039.55 | $692,203.82 | $187,164.27 | 37.06% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 20,446 | $653,888.4 | $1.12M | $468,392.54 | 71.63% |
| SS Scott Solod Kelly Financial Group LLC | 5,432 | $232,602.56 | $297,782.24 | $65,179.68 | 28.02% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 29,836 | $1.26M | $1.63M | $369,219.58 | 29.27% |
| YA Yinka Akinsola Blue Trust Inc. | 45,732 | $1.64M | $2.5M | $861,671.58 | 52.6% |
 Jeff Ameen Spire Wealth Management | 325,948 | $13.42M | $17.97M | $4.55M | 33.91% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 4,500 | $178,736.93 | $248,040 | $69,303.07 | 38.77% |
 Kyle P. Smith NewEdge Wealth LLC | 4,928 | $205,448.32 | $269,364.48 | $63,916.16 | 31.11% |
 Chris Williams Applied Capital LLC | 31,214 | $983,532.56 | $1.71M | $723,561.1 | 73.57% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 771,747 | $24.67M | $42.18M | $17.51M | 70.97% |
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 4.95M | $204.75M | $271.08M | $66.33M | 32.4% |
 Bethany Wagner Level Financial Advisors | 190,210 | $5.64M | $10.48M | $4.84M | 85.83% |
