Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.01%
2 IWC 0.00%
3 DFAT 0.00%
4 DCOR 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 DFAU 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 CM Management, LLC 200.00K (11.91%) 15.39K
Increased by +7.70%
Jun 30, 24
2 Dimensional Fund Advisors, Inc. 134.57K (8.01%) -1.04K
Decreased by -0.77%
Jun 30, 24
3 Vanguard Group Inc 98.69K (5.87%) 2.00
Increased by +0.00%
Jun 30, 24
4 First Manhattan Co. LLC 44.36K (2.64%) 0.00
Increased by 0.00%
Jun 30, 24
5 Bridgeway Capital Management, LLC 42.70K (2.54%) 1.26K
Increased by +2.95%
Jun 30, 24
6 Aristides Capital LLC 37.86K (2.25%) 18.93K
Increased by +50.00%
Jun 30, 24
7 Renaissance Technologies Corp 29.11K (1.73%) -200.00
Decreased by -0.69%
Jun 30, 24
8 Empowered Funds, LLC 18.80K (1.12%) -16.28K
Decreased by -86.60%
Jun 30, 24
9 Geode Capital Management, LLC 13.93K (0.83%) 956.00
Increased by +6.86%
Jun 30, 24
10 Northern Trust Corp 10.24K (0.61%) 10.24K
Increased by +100.00%
Dec 31, 23
11 BlackRock Inc 8.59K (0.51%) 421.00
Increased by +4.90%
Jun 30, 24
12 Avalon Trust Co 8.00K (0.48%) 0.00
Increased by 0.00%
Jun 30, 24
13 Bank of America Corp 3.38K (0.20%) -33.00
Decreased by -0.98%
Jun 30, 24
14 Acadian Asset Management LLC 593.00 (0.04%) -383.00
Decreased by -64.59%
Mar 31, 24
15 Northwestern Mutual Wealth Management Co 550.00 (0.03%) 0.00
Increased by 0.00%
Jun 30, 24
16 Tower Research Capital LLC 469.00 (0.03%) -106.00
Decreased by -22.60%
Jun 30, 24
17 Advisory Services Network, LLC 143.00 (0.01%) 143.00
Increased by +100.00%
Dec 31, 23
18 UBS Group AG 108.00 (0.01%) 108.00
Increased by +100.00%
Sep 30, 23
19 Concord Wealth Partners 75.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
20 Capital Advisors, Ltd. LLC 31.00 (0.00%) 31.00
Increased by +100.00%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 58.67K (3.49%) 0.00
Increased by 0.00%
Sep 30, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 38.66K (2.30%) 0.00
Increased by 0.00%
Sep 30, 24
3 DFA US Targeted Value I 34.04K (2.03%) 0.00
Increased by 0.00%
Sep 30, 24
4 DFA US Micro Cap I 33.98K (2.02%) 0.00
Increased by 0.00%
Sep 30, 24
5 EA Bridgeway Omni Small-Cap Value ETF 19.96K (1.19%) 0.00
Increased by 0.00%
Oct 31, 24
6 Dimensional US Targeted Value ETF 18.32K (1.09%) 0.00
Increased by 0.00%
Oct 31, 24
7 DFA US Small Cap I 16.82K (1.00%) 0.00
Increased by 0.00%
Sep 30, 24
8 Bridgeway Ultra-Small Company Market 14.50K (0.86%) 0.00
Increased by 0.00%
Jun 30, 24
9 Fidelity Extended Market Index 11.57K (0.69%) 1.96K
Increased by +16.96%
Sep 30, 24
10 Fidelity® Extended Market Index 9.08K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
11 Bridgeway Omni Small-Cap Value 8.50K (0.51%) 0.00
Increased by 0.00%
Jun 30, 24
12 Bridgeway Omni Small-Cap Value N 8.50K (0.51%) 0.00
Increased by 0.00%
Jun 30, 24
13 DFA US Core Equity 2 I 7.37K (0.44%) 0.00
Increased by 0.00%
Sep 30, 24
14 Fidelity Total Market Index 5.01K (0.30%) 4.86K
Increased by +96.93%
Sep 30, 24
15 iShares Micro-Cap ETF 4.31K (0.26%) 0.00
Increased by 0.00%
Oct 31, 24
16 Dimensional US Small Cap ETF 3.46K (0.21%) 0.00
Increased by 0.00%
Oct 31, 24
17 BlackRock U.S. Equity Market F 3.21K (0.19%) 0.00
Increased by 0.00%
Sep 30, 24
18 DFA US Core Equity 1 I 3.09K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
19 DFA US Vector Equity I 2.98K (0.18%) 0.00
Increased by 0.00%
Sep 30, 24
20 Dimensional Global Trgtd Value USD Acc 2.96K (0.18%) -8.00
Decreased by -0.27%
Sep 30, 24