Top 20 ETF Stock Exposure

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

Top 20 Institutional Holders

Rank Holder SharesFloat % Change Date reported
1 Fourthstone LLC 41.61K (2.54%) 21.78K
Increased by +52.34%
Sep 30, 23
2 Dimensional Fund Advisors, Inc. 36.86K (2.25%) 0
Increased by 0%
Dec 31, 23
3 Vanguard Group Inc 30.6K (1.87%) 5.05K
Increased by +16.52%
Dec 31, 23
4 Bridgeway Capital Management, LLC 28.14K (1.72%) 768
Increased by +2.73%
Dec 31, 23
5 Aptus Capital Advisors, LLC 26.96K (1.65%) -500
Decreased by -1.85%
Dec 31, 23
6 Geode Capital Management, LLC 20.79K (1.27%) 0
Increased by 0%
Dec 31, 23
7 BB&T Corp. 19.55K (1.2%) 0
Increased by 0%
Dec 31, 23
8 IFG Advisory, LLC 18.33K (1.12%) 0
Increased by 0%
Dec 31, 23
9 Apexium Financial, LP 15.72K (0.96%) 0
Increased by 0%
Dec 31, 23
10 JAMISON PRIVATE WEALTH MANAGEMENT INC 13.56K (0.83%) 0
Increased by 0%
Dec 31, 23
11 Renaissance Technologies Corp 12.64K (0.77%) 3.1K
Increased by +24.52%
Dec 31, 23
12 CapTrust Financial Advisors 10.52K (0.64%) 62
Increased by +0.59%
Dec 31, 23
13 RBF LLC 10K (0.61%) 0
Increased by 0%
Dec 31, 23
14 BlackRock Inc 5.94K (0.36%) -66
Decreased by -1.11%
Dec 31, 23
15 Morgan Stanley - Brokerage Accounts 3.88K (0.24%) 201
Increased by +5.19%
Dec 31, 23
16 SignatureFD, LLC 343 (0.02%) 343
Increased by +100%
Dec 31, 23
17 Tower Research Capital LLC 191 (0.01%) -130
Decreased by -68.06%
Dec 31, 23
18 UBS Group AG 186 (0.01%) 29
Increased by +15.59%
Dec 31, 23
19 JPMorgan Chase & Co 114 (0.01%) 0
Increased by 0%
Dec 31, 23
20 Advisor Group Holdings, Inc. 83 (0.01%) 0
Increased by 0%
Dec 31, 23

Top 20 Mutual Fund Holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 29.65K (1.81%) 11
Increased by +0.04%
Mar 31, 24
2 DFA US Micro Cap I 12.73K (0.78%) 0
Increased by 0%
Feb 29, 24
3 Bridgeway Omni Small-Cap Value 12K (0.73%) 0
Increased by 0%
Dec 31, 23
4 Bridgeway Omni Small-Cap Value N 12K (0.73%) 0
Increased by 0%
Dec 31, 23
5 Fidelity® Extended Market Index 11.85K (0.72%) 0
Increased by 0%
Nov 30, 23
6 Fidelity Extended Market Index 11.77K (0.72%) -57
Decreased by -0.48%
Feb 29, 24
7 EA Bridgeway Omni Small-Cap Value ETF 9.34K (0.57%) 0
Increased by 0%
Mar 28, 24
8 Bridgeway Ultra-Small Company Market 7.5K (0.46%) 0
Increased by 0%
Dec 31, 23
9 DFA US Core Equity 2 I 6.2K (0.38%) 0
Increased by 0%
Feb 29, 24
10 State St US Extended Mkt Indx NL Cl C 5.18K (0.32%) 4.1K
Increased by +79.12%
Mar 31, 24
11 iShares Micro-Cap ETF 4.96K (0.3%) 0
Increased by 0%
Mar 28, 24
12 Fidelity Total Market Index 4.89K (0.3%) 0
Increased by 0%
Feb 29, 24
13 Fidelity® Total Market Index 4.89K (0.3%) 0
Increased by 0%
Nov 30, 23
14 DFA US Small Cap I 2.79K (0.17%) 0
Increased by 0%
Feb 29, 24
15 DFA US Vector Equity I 2.72K (0.17%) 0
Increased by 0%
Feb 29, 24
16 DFA US Core Equity 1 I 2.63K (0.16%) 0
Increased by 0%
Feb 29, 24
17 Fidelity Series Total Market Index 2.49K (0.15%) 0
Increased by 0%
Feb 29, 24
18 Dimensional US Core Equity 2 ETF 2.39K (0.15%) 0
Increased by 0%
Mar 29, 24
19 Fidelity® Series Total Market Index 2.29K (0.14%) 0
Increased by 0%
Nov 30, 23
20 NT Ext Equity Mkt Idx Fd - L 1.79K (0.11%) 0
Increased by 0%
Mar 31, 24