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Dimensional US Marketwide Value ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
 Courtney Holt Compound Planning, Inc. | 185,504 | $7.64M | $10.31M | $2.67M | 34.89% |
 Katherine Stoner Empower Advisory Group, LLC | 11,615 | $499,803.56 | $666,701 | $166,897.44 | 33.39% |
 Megan J. Lottier Rockwood Wealth Management, LLC | 8,015 | $326,467.98 | $445,553.85 | $119,085.87 | 36.48% |
 John Shanley Aspect Partners, LLC | 2,244 | $93,552 | $124,743.96 | $31,191.96 | 33.34% |
 Jane Bortnem Cherry Tree Wealth Management, LLC | 129,946 | $4.5M | $7.22M | $2.73M | 60.69% |
| DT Derek Tinnin Altiora Financial Group, LLC | 279,469 | $10.21M | $15.9M | $5.68M | 55.63% |
 Bradley H. Owens LJI Wealth Management, LLC | 18,760 | $874,035.75 | $1.04M | $168,832.65 | 19.32% |
 Jeremy Sorci Premier Financial Group | 574,917 | $24.71M | $31.96M | $7.25M | 29.35% |
 Lars Phillips RAM Investment Partners, LLC | 29,874 | $1.05M | $1.66M | $614,009.52 | 58.66% |
 Norden Group LLC NORDEN GROUP LLC | 5,431 | $226,802.49 | $301,909.29 | $75,106.8 | 33.12% |
 Christopher C. Powers Farther Finance Advisors, LLC | 582,567 | $24.66M | $32.38M | $7.72M | 31.32% |
 Adam M Corrie CAPSTONE CAPITAL LLC | 4,059 | $223,286 | $225,639.81 | $2,353.81 | 1.05% |
 Schoolcraft Capital LLC Schoolcraft Capital LLC | 1.05M | $34.08M | $59.97M | $25.89M | 75.97% |
 Patrick J. DiNuzzo DiNuzzo Private Wealth, Inc. | 452,669 | $16.85M | $25.16M | $8.32M | 49.36% |
 Kevin Orr Centennial Bank/AR/ | 3,035 | $166,955 | $172,630.8 | $5,675.8 | 3.4% |
| SPS Sean P. Skuja QRG CAPITAL MANAGEMENT, INC. | 4,320 | $177,218.68 | $240,148.8 | $62,930.12 | 35.51% |
 Envestnet Portfolio Solutions Inc. Envestnet Portfolio Solutions, Inc. | 118,784 | $4.05M | $6.6M | $2.55M | 63.07% |
 MICHAEL DE LUZ Williams & Novak, LLC | 14,364 | $604,077.74 | $798,494.76 | $194,417.02 | 32.18% |
 James Rankin Modern Wealth Management, LLC | 7,065 | $341,152.75 | $407,509.2 | $66,356.45 | 19.45% |
 Menachem Striks Morton Capital Management LLC/CA | 4,275 | $235,150 | $237,647.25 | $2,497.25 | 1.06% |
