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Dimensional US Marketwide Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| SOA Silver Oak Advisory Group Inc. Silver Oak Advisory Group Inc. | 20,429 | $640,367.96 | $1.14M | $503,553.89 | 78.64% |
| NCM NCM Capital Management LLC NCM Capital Management LLC | 10,465 | $330,694 | $590,173.67 | $259,479.67 | 78.47% |
 Jacob B. Rue Shore Point Advisors LLC | 14,120 | $499,906.54 | $795,238.4 | $295,331.86 | 59.08% |
 Caitlin Garner SC&H Financial Advisors Inc. | 3,729 | $205,132.28 | $210,017.28 | $4,885 | 2.38% |
 Arlie W. Green Fortress Wealth Management Inc. | 10,710 | $319,137.59 | $600,670.35 | $281,532.76 | 88.22% |
 Jason Whitby Stone Summit Wealth LLC | 44,265 | $1.41M | $2.49M | $1.08M | 76.37% |
 Adam K. Wright Kathleen S. Wright Associates Inc. | 7,348 | $288,555.96 | $413,508.7 | $124,952.74 | 43.3% |
| CC Cortney Cost Kraft Asset Management LLC | 281,152 | $11.5M | $15.76M | $4.26M | 37.02% |
 Clint Dunn Beaird Harris Wealth Management LLC | 1.19M | $40.09M | $66.82M | $26.73M | 66.67% |
| DD Donald Davey Disciplined Equity Management Inc. | 838,894 | $34.04M | $47.27M | $13.22M | 38.84% |
 Caroline Jankowski Operose Advisors LLC | 14,057 | $618,114.53 | $786,981.14 | $168,866.61 | 27.32% |
 Billy DeFrance Lauterbach Financial Advisors LLC | 251,825 | $8.03M | $14.1M | $6.07M | 75.57% |
 Wayne Freeman DIXON FNANCIAL SERVICES Inc. | 745,784 | $23.57M | $41.79M | $18.22M | 77.31% |
 John Gorlow Cardiff Park Advisors LLC | 632,077 | $19.97M | $35.48M | $15.51M | 77.66% |
 Jay Richards Investment Advisory Group LLC | 98,096 | $3.18M | $5.53M | $2.35M | 73.95% |
 Kathleen Thornhill Confluence Wealth Services Inc. | 387,967 | $16.1M | $21.72M | $5.62M | 34.9% |
 Bill McVay Red Tortoise LLC | 17,856 | $564,249.6 | $1M | $436,757.76 | 77.41% |
 Samantha Pierangeli City State Bank | 794 | $31,967.38 | $44,400.48 | $12,433.1 | 38.89% |
 Brett Lee Planning Center Inc. | 699,135 | $23.18M | $39.21M | $16.03M | 69.15% |
| EI Excelsior Investors Intelligent Financial Strategies | 83,718 | $2.65M | $4.69M | $2.04M | 77.2% |
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