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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 | $1.59M | $683,641.59 | 75.81% |
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 6,987 | $295,870.28 | $388,407.33 | $92,537.05 | 31.28% |
| BZ Brandon Zatopek Commonwealth Equity Services LLC | 602,675 | $33.15M | $34.29M | $1.13M | 3.42% |
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 4,396 | $196,601.91 | $251,671 | $55,069.09 | 28.01% |
| TC Tyler Chaisson COMPASS CAPITAL Corp. /MA/ /ADV | 7,141 | $292,209.95 | $409,893.4 | $117,683.45 | 40.27% |
| PN Peter Nicholson First Bancorp Inc. /ME/ | 5,844 | $247,084.32 | $334,569 | $87,484.68 | 35.41% |
| SAO Sherry A. O'Brien Anderson Hoagland & Co | 4,303 | $200,476.77 | $239,203.77 | $38,727 | 19.32% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 6,937 | $254,743.62 | $397,559.47 | $142,815.85 | 56.06% |
| JW Jamie Wilson CAPITAL ADVISORS Inc./OK | 12,628 | $505,039.55 | $701,990.52 | $196,950.97 | 39% |
 CliftonLarsonAllen Wealth Advisors CliftonLarsonAllen Wealth Advisors LLC | 28,979 | $1.12M | $1.61M | $487,661.77 | 43.41% |
| SS Scott Solod Kelly Financial Group LLC | 5,379 | $230,361.73 | $299,018.61 | $68,656.88 | 29.8% |
 Steven Scruggs FPA Queens Road Small Cap Value Fund | 29,836 | $1.26M | $1.71M | $451,119.4 | 35.76% |
| AB Anthony Bruccoleri Equitable Holdings Inc. | 41,508 | $1.53M | $2.39M | $866,440.18 | 56.71% |
 Colton Groome Financial Advisors LLC Colton Groome Financial Advisors LLC | 4,052 | $222,900.51 | $225,250.68 | $2,350.17 | 1.05% |
| YA Yinka Akinsola Blue Trust Inc. | 45,732 | $1.64M | $2.54M | $904,202.34 | 55.2% |
 Jeff Ameen Spire Wealth Management | 330,164 | $13.65M | $18.35M | $4.71M | 34.48% |
| LWL Lauer Wealth LLC Lauer Wealth LLC | 4,500 | $178,736.93 | $250,155 | $71,418.07 | 39.96% |
 Kyle P. Smith NewEdge Wealth LLC | 4,928 | $205,448.32 | $280,304.64 | $74,856.32 | 36.44% |
 Chris Williams Applied Capital LLC | 30,776 | $969,691.76 | $1.71M | $741,146.08 | 76.43% |
 Carrie Delgott Wescott Financial Advisory Group LLC | 771,747 | $24.67M | $42.9M | $18.23M | 73.88% |
