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Dimensional US Marketwide Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Scott Ela Avant Financial Advisors LLC | 9,363 | $383,134 | $520,489.17 | $137,355.17 | 35.85% |
 Matthew Costa Woodside Wealth Management LLC | 62,171 | $2.56M | $3.46M | $894,019.23 | 34.89% |
 Aspen Capital Management LLC Aspen Capital Management LLC | 73,758 | $3.04M | $4.1M | $1.06M | 34.87% |
 Integrity Investment Advisors LLC Integrity Investment Advisors LLC | 7,335 | $355,454 | $407,752.65 | $52,298.65 | 14.71% |
| RLA Richard Lance Alston New Dimensions Wealth Management LLC | 286,315 | $11.94M | $16.43M | $4.5M | 37.66% |
| JRM Joanie R. Morioka Kondo Wealth Advisors Inc. | 140,456 | $5.75M | $7.81M | $2.06M | 35.79% |
 Justin Boggs Optima Capital LLC | 7,912 | $323,759 | $439,828.08 | $116,069.08 | 35.85% |
| ML Maseco LLP Maseco LLP | 2M | $84.49M | $111.14M | $26.65M | 31.54% |
 Longview Financial Advisors LLC Longview Financial Advisors LLC | 14,978 | $612,907.96 | $832,627.02 | $219,719.06 | 35.85% |
 Robert Amato Compass Wealth Management LLC/GA | 10,067 | $426,143.63 | $559,624.53 | $133,480.9 | 31.32% |
 Jon Lewis Midwest Trust Co | 23,356 | $992,036.1 | $1.3M | $306,323.94 | 30.88% |
 Lauren Sterling NerdWallet Wealth Partners LLC | 15,216 | $680,003 | $845,857.44 | $165,854.44 | 24.39% |
 Molly Wheeler Burk Holdings LLC | 230,951 | $9.65M | $13.26M | $3.61M | 37.42% |
| CTC Caldwell Trust Co Caldwell Trust Co | 7,089 | $290,082 | $394,077.51 | $103,995.51 | 35.85% |
 Sarah H. Schmidt Summit Wealth Group LLC / CO | 16,534 | $770,319.34 | $919,125.06 | $148,805.72 | 19.32% |
| TAF Tred Avon Family Wealth LLC Tred Avon Family Wealth LLC | 42,437 | $1.9M | $2.41M | $511,805.5 | 26.91% |
 Virtue Asset Management LLC Virtue Asset Management LLC | 76,969 | $3.44M | $4.28M | $838,961.71 | 24.39% |
