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Dimensional US Marketwide Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Jeffery Yorg Focus Partners Advisor Solutions LLC | 5M | $207.5M | $277.94M | $70.45M | 33.95% |
 Bethany Wagner Level Financial Advisors | 190,210 | $5.64M | $10.57M | $4.93M | 87.41% |
 Joseph Castro Nuveen LLC | 30,545 | $1.68M | $1.75M | $68,426.25 | 4.07% |
| XPN XY Planning Network Inc. XY Planning Network Inc. | 32,284 | $1.41M | $1.79M | $388,235.84 | 27.6% |
 Spencer Rand Five Oceans Advisors | 7,599 | $272,401.42 | $422,428.41 | $150,026.99 | 55.08% |
 S. Hardy Taylor Heritage Investment Group Inc. | 836,665 | $26.44M | $46.51M | $20.07M | 75.92% |
| SK Samira Kadam Cherry Creek Investment Advisors Inc. | 4,110 | $226,091.09 | $228,474.9 | $2,383.81 | 1.05% |
 Katie Smith Delos Wealth Advisors LLC | 8,510 | $412,394.6 | $490,856.8 | $78,462.2 | 19.03% |
| JE Jean Elzayek Householder Group Estate & Retirement Specialist LLC | 4,172 | $173,716.62 | $231,921.48 | $58,204.86 | 33.51% |
 Jodi Greenlund Financial Council LLC | 24,585 | $776,886 | $1.37M | $589,794.15 | 75.92% |
 Mike Damas MARYLAND CAPITAL ADVISORS Inc. | 6,714 | $198,801.54 | $373,231.26 | $174,429.72 | 87.74% |
 Bobby Adusumilli SJS Investment Consulting Inc. | 26,169 | $779,442.3 | $1.45M | $675,292.41 | 86.64% |
 Nancy Williamson Helen Stephens Group LLC | 32,755 | $1.46M | $1.82M | $357,029.5 | 24.39% |
 David Spratt Badgley Phelps Wealth Managers LLC | 10,860 | $420,997.36 | $603,707.4 | $182,710.04 | 43.4% |
 Bradley W. Clark Paladin Advisory Group LLC | 621 | $25,889.49 | $34,521.39 | $8,631.9 | 33.34% |
 Olalekan F. Adeduji Washington Trust Advisors Inc. | 11,554 | $458,699.9 | $642,286.86 | $183,586.96 | 40.02% |
 Nancy Kay Cross Staff Investments Inc. | 10,391 | $327,143.69 | $577,635.69 | $250,492 | 76.57% |
 Joseph Allaria CarsonAllaria Wealth Management Ltd. | 137,923 | $4.62M | $7.67M | $3.04M | 65.79% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 4,731 | $260,252.3 | $272,884.08 | $12,631.78 | 4.85% |
 Jonathan Davison Austin Asset Management Co. Inc. | 323,879 | $10.26M | $18M | $7.74M | 75.4% |
