Top 20 ETF Stock Exposure

Rank ETF Weight % in ETF
1 DFAT 0%
2 DFAC 0%
3 VTI 0%
4 VXF 0%

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 42.17K (1.76%) -14.5K
Decreased by -34.38%
Dec 31, 23
2 Dimensional Fund Advisors, Inc. 32.2K (1.35%) 4.92K
Increased by +15.27%
Dec 31, 23
3 Shufro Rose & CO LLC 21.86K (0.91%) 0
Increased by 0%
Dec 31, 23
4 Geode Capital Management, LLC 19.52K (0.82%) -11.68K
Decreased by -59.83%
Dec 31, 23
5 Vanguard Group Inc 16.76K (0.7%) 5.02K
Increased by +29.96%
Dec 31, 23
6 State Street Corporation 12.08K (0.5%) 0
Increased by 0%
Dec 31, 23
7 Tower Research Capital LLC 2.04K (0.09%) -91
Decreased by -4.47%
Dec 31, 23
8 Morgan Stanley - Brokerage Accounts 330 (0.01%) 0
Increased by 0%
Dec 31, 23
9 Royal Bank of Canada 38 (0%) 0
Increased by 0%
Dec 31, 23
10 Wells Fargo & Co 18 (0%) 1
Increased by +5.56%
Dec 31, 23
11 UBS Group AG 17 (0%) 17
Increased by +100%
Dec 31, 23
12 JPMorgan Chase & Co 4 (0%) 1
Increased by +25%
Dec 31, 23
13 Bank of America Corp 1 (0%) -4K
Decreased by -399.9 K%
Dec 31, 23
14 Citigroup Inc 0 (0%) -73
Decreased by N/A%
Dec 31, 23
15 National Asset Management Inc 0 (0%) -20K
Decreased by N/A%
Sep 30, 23
16 Susquehanna International Group, LLP 0 (0%) -11.98K
Decreased by N/A%
Jun 30, 23
17 Sweet Financial Partners, LLC 0 (0%) -43.81K
Decreased by N/A%
Sep 30, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Fidelity® Extended Market Index 30.69K (1.28%) 0
Increased by 0%
Nov 30, 23
2 Fidelity Extended Market Index 18.85K (0.79%) -91
Decreased by -0.48%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 10.68K (0.45%) 1.89K
Increased by +17.68%
Feb 29, 24
4 Vanguard Institutional Extnd Mkt Idx Tr 10.16K (0.42%) 0
Increased by 0%
Feb 29, 24
5 Dimensional US Core Equity 2 ETF 4.92K (0.21%) 0
Increased by 0%
Mar 29, 24
6 DFA US Vector Equity Class F 3.44K (0.14%) 0
Increased by 0%
Jan 31, 24
7 DFA US Core Equity 2 I 3.36K (0.14%) 0
Increased by 0%
Feb 29, 24
8 DFA US Social Core Equity 2 Portfolio 3.21K (0.13%) 0
Increased by 0%
Feb 29, 24
9 DFA US Vector Equity I 2.86K (0.12%) 0
Increased by 0%
Feb 29, 24
10 Dimensional US Targeted Value ETF 2.79K (0.12%) 0
Increased by 0%
Mar 29, 24
11 NT Ext Equity Mkt Idx Fd - L 2.27K (0.09%) 0
Increased by 0%
Dec 31, 23
12 Northern Trust Extended Eq Market Idx 2.27K (0.09%) 0
Increased by 0%
Dec 31, 23
13 DFA US Core Equity 1 I 2.23K (0.09%) 0
Increased by 0%
Feb 29, 24
14 NT Ext Equity Mkt Idx Fd - NL 1.84K (0.08%) 0
Increased by 0%
Dec 31, 23
15 NT Ext Equity Mkt Idx Fd - DC - NL - T2 1.48K (0.06%) 3
Increased by +0.2%
Dec 31, 23
16 AZL® DFA US Small Cap 806 (0.03%) 0
Increased by 0%
Dec 31, 23
17 SSgA U.S. Extended Market Index Class I 753 (0.03%) 0
Increased by 0%
Dec 31, 23
18 State St US Extended Mkt Indx NL Cl C 753 (0.03%) 0
Increased by 0%
Mar 31, 24
19 Spartan Extended Market Index Pool E 672 (0.03%) 91
Increased by +13.54%
Feb 29, 24
20 BNYM Mellon SL Market Completion UC1 582 (0.02%) -9
Decreased by -1.55%
Dec 31, 23