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Dimensional US Marketwide Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| FCI Family CFO Inc Family CFO Inc | 54,645 | $1.99M | $3.06M | $1.07M | 53.63% |
 Sue Cox BetterWealth LLC | 18,261 | $578,380.36 | $1.02M | $446,426.96 | 77.19% |
 Allison Tronnes Forum Financial Management LP | 1.16M | $37.67M | $65.06M | $27.39M | 72.73% |
| LWL Leo Wealth LLC Leo Wealth LLC | 12,589 | $469,786.2 | $705,361.67 | $235,575.47 | 50.15% |
 Dalila Toledo Ascent Group LLC | 13,522 | $590,765.83 | $756,150.24 | $165,384.41 | 27.99% |
| EM Erin Mccann Simplicity Wealth LLC | 112,679 | $4.76M | $6.31M | $1.55M | 32.53% |
 Michael Hartman NORTHEAST PLANNING ASSOCIATES Inc. / NH / | 9,551 | $390,827 | $534,903.75 | $144,076.75 | 36.86% |
| ABH Alexander B. Harcus Montz Harcus Wealth Management LLC | 8,135 | $336,592 | $455,885.4 | $119,293.4 | 35.44% |
 Leanne Menzel Smallwood Wealth Investment Management LLC | 448 | $18,462.08 | $25,081.28 | $6,619.2 | 35.85% |
 Allison Brooke Blake WorthPointe LLC | 505,062 | $16.57M | $28.44M | $11.87M | 71.62% |
| SFL Safeguard Financial LLC Safeguard Financial LLC | 5,653 | $231,320.76 | $317,105.03 | $85,784.27 | 37.08% |
 Brian Levy West Wealth Group LLC | 13,807 | $669,578.07 | $776,712.78 | $107,134.71 | 16% |
 Scott Williams Investmark Advisory Group LLC | 228,172 | $7.72M | $12.86M | $5.14M | 66.56% |
 Amanda Hawley Atria Wealth Solutions Inc. | 19,048 | $607,927.45 | $1.07M | $461,046.31 | 75.84% |
 Lincoln Bach Delap Wealth Advisory LLC | 16,821 | $660,560.4 | $942,060.1 | $281,499.7 | 42.62% |
 Jeffrey Gilbert Balboa Wealth Partners | 19,206 | $568,689.66 | $1.08M | $506,750.31 | 89.11% |
 Sean Murray Quantum Financial Advisors LLC | 53,107 | $1.7M | $2.98M | $1.28M | 74.97% |
 Edward Lowndes Angeles Wealth Management LLC | 8,838 | $302,341.74 | $495,281.52 | $192,939.78 | 63.82% |
 Bradley J. Lineberger Seaside Wealth Management Inc. | 21,171 | $665,134.32 | $1.19M | $521,182.66 | 78.36% |
| WIM Warwick Investment Management Inc. Warwick Investment Management Inc. | 51,910 | $2.13M | $2.93M | $798,589.04 | 37.53% |
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