Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAT 0%
3 DFAS 0%
4 DFAC 0%
5 DFAU 0%
6 VTI 0%
7 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 CM Management, LLC 184.61K (10.32%) 0
Increased by 0%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 137.87K (7.71%) -2.67K
Decreased by -1.94%
Sep 30, 23
3 Vanguard Group Inc 95.99K (5.37%) 0
Increased by 0%
Sep 30, 23
4 First Manhattan Co. LLC 44.36K (2.48%) 6.3K
Increased by +14.2%
Sep 30, 23
5 Bridgeway Capital Management, LLC 38.88K (2.17%) 1.11K
Increased by +2.85%
Sep 30, 23
6 Renaissance Technologies Corp 30.71K (1.72%) -1.2K
Decreased by -3.91%
Sep 30, 23
7 Aristides Capital LLC 18.93K (1.06%) 0
Increased by 0%
Sep 30, 23
8 Empowered Funds, LLC 14.97K (0.84%) 1.11K
Increased by +7.39%
Sep 30, 23
9 Geode Capital Management, LLC 12.98K (0.73%) -1.04K
Decreased by -8.02%
Sep 30, 23
10 BlackRock Inc 8.73K (0.49%) -182
Decreased by -2.08%
Sep 30, 23
11 Avalon Trust Co 8K (0.45%) 0
Increased by 0%
Sep 30, 23
12 Bank of America Corp 3.45K (0.19%) -300
Decreased by -8.7%
Sep 30, 23
13 Acadian Asset Management LLC 976 (0.05%) 976
Increased by +100%
Sep 30, 23
14 Tower Research Capital LLC 962 (0.05%) 591
Increased by +61.43%
Sep 30, 23
15 Northwestern Mutual Wealth Management Co 550 (0.03%) 0
Increased by 0%
Sep 30, 23
16 UMB Bank NA 200 (0.01%) 0
Increased by 0%
Sep 30, 23
17 UBS Group AG 108 (0.01%) 108
Increased by +100%
Sep 30, 23
18 Morgan Stanley - Brokerage Accounts 36 (0%) 0
Increased by 0%
Sep 30, 23
19 Wells Fargo & Co 13 (0%) -2
Decreased by -15.38%
Sep 30, 23
20 Advisor Group Holdings, Inc. 9 (0%) 0
Increased by 0%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 55.7K (3.11%) 0
Increased by 0%
Dec 31, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 38.66K (2.16%) 0
Increased by 0%
Dec 31, 23
3 DFA US Micro Cap I 36.61K (2.05%) 0
Increased by 0%
Dec 31, 23
4 DFA US Targeted Value I 35.08K (1.96%) 0
Increased by 0%
Dec 31, 23
5 Dimensional US Targeted Value ETF 18.02K (1.01%) 0
Increased by 0%
Jan 31, 24
6 DFA US Small Cap I 16.82K (0.94%) 0
Increased by 0%
Dec 31, 23
7 EA Bridgeway Omni Small-Cap Value ETF 16.61K (0.93%) 7
Increased by +0.04%
Jan 31, 24
8 Bridgeway Ultra-Small Company Market 14.5K (0.81%) 0
Increased by 0%
Sep 30, 23
9 Fidelity® Extended Market Index 9.08K (0.51%) 0
Increased by 0%
Nov 30, 23
10 Fidelity Extended Market Index 9.06K (0.51%) -23
Decreased by -0.25%
Dec 31, 23
11 Bridgeway Omni Small-Cap Value 8.5K (0.48%) 0
Increased by 0%
Sep 30, 23
12 Bridgeway Omni Small-Cap Value N 8.5K (0.48%) 0
Increased by 0%
Sep 30, 23
13 DFA US Core Equity 2 I 7.37K (0.41%) 0
Increased by 0%
Dec 31, 23
14 iShares Micro-Cap ETF 4.01K (0.22%) -26
Decreased by -0.65%
Jan 29, 24
15 Dimensional US Small Cap ETF 3.46K (0.19%) 0
Increased by 0%
Jan 31, 24
16 DFA US Core Equity 1 I 3.09K (0.17%) 0
Increased by 0%
Dec 31, 23
17 BlackRock U.S. Equity Market F 3.07K (0.17%) 6
Increased by +0.2%
Dec 31, 23
18 DFA US Vector Equity I 2.98K (0.17%) 0
Increased by 0%
Dec 31, 23
19 Dimensional Global Trgtd Value USD Acc 2.97K (0.17%) 0
Increased by 0%
Dec 31, 23
20 DFA US Small Cap Value I 2.95K (0.16%) 0
Increased by 0%
Dec 31, 23