Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DGRS 0.05%
2 DES 0.03%
3 IWC 0.03%
4 DFSV 0.02%
5 PRFZ 0.01%
6 DFAT 0.01%
7 AVUV 0.01%
8 DFAS 0.00%
9 PKW 0.00%
10 AVSC 0.00%
11 DFAC 0.00%
12 DFUV 0.00%
13 AVUS 0.00%
14 DFAU 0.00%
15 DFUS 0.00%
16 VTI 0.00%
17 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 738.96K (9.08%) 3.12K
Increased by +0.42%
Dec 31, 23
2 Gamco Investors, Inc. Et Al 584.48K (7.18%) -13.80K
Decreased by -2.36%
Dec 31, 23
3 Aegis Financial Corporation 476.64K (5.85%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Group Inc 458.72K (5.63%) 0.00
Increased by 0.00%
Dec 31, 23
5 Renaissance Technologies Corp 344.44K (4.23%) -14.92K
Decreased by -4.33%
Dec 31, 23
6 Acadian Asset Management LLC 325.90K (4.00%) -8.55K
Decreased by -2.62%
Dec 31, 23
7 LSV Asset Management 202.58K (2.49%) 0.00
Increased by 0.00%
Mar 31, 24
8 Gabelli Funds LLC 184.30K (2.26%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Inc 167.91K (2.06%) -623.00
Decreased by -0.37%
Dec 31, 23
10 RBF LLC 134.25K (1.65%) 0.00
Increased by 0.00%
Dec 31, 23
11 Arrowstreet Capital Limited Partnership 124.97K (1.53%) 0.00
Increased by 0.00%
Dec 31, 23
12 Geode Capital Management, LLC 82.18K (1.01%) 975.00
Increased by +1.19%
Dec 31, 23
13 Bank of New York Mellon Corp 78.88K (0.97%) -11.00K
Decreased by -13.95%
Dec 31, 23
14 Bridgeway Capital Management, LLC 74.36K (0.91%) 1.80K
Increased by +2.42%
Dec 31, 23
15 American Century Companies Inc 64.08K (0.79%) -44.00
Decreased by -0.07%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 59.13K (0.73%) 46.13K
Increased by +78.01%
Sep 30, 23
17 Bank of America Corp 48.82K (0.60%) 27.99K
Increased by +57.33%
Dec 31, 23
18 Goldman Sachs Group Inc 47.31K (0.58%) 34.59K
Increased by +73.11%
Dec 31, 23
19 Janney Montgomery Scott LLC 44.84K (0.55%) 28.68K
Increased by +63.96%
Sep 30, 23
20 Beacon Investment Advisors LLC 42.99K (0.53%) 183.00
Increased by +0.43%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Aegis Value I 456.86K (5.61%) 0.00
Increased by 0.00%
Dec 31, 23
2 1290 VT GAMCO Small Company Value IB 392.00K (4.81%) 0.00
Increased by 0.00%
Feb 29, 24
3 Vanguard Total Stock Mkt Idx Inv 318.86K (3.92%) 384.00
Increased by +0.12%
Mar 31, 24
4 DFA US Small Cap Value I 195.09K (2.40%) -1.27K
Decreased by -0.65%
Mar 31, 24
5 Gabelli Small Cap Growth AAA 161.50K (1.98%) 0.00
Increased by 0.00%
Dec 31, 23
6 Vanguard Institutional Extnd Mkt Idx Tr 124.06K (1.52%) 0.00
Increased by 0.00%
Mar 31, 24
7 DFA US Small Cap I 110.88K (1.36%) 0.00
Increased by 0.00%
Mar 31, 24
8 DFA US Targeted Value I 94.23K (1.16%) 0.00
Increased by 0.00%
Mar 31, 24
9 DFA US Micro Cap I 77.18K (0.95%) -3.76K
Decreased by -4.87%
Mar 31, 24
10 Dimensional US Targeted Value ETF 65.00K (0.80%) 0.00
Increased by 0.00%
Apr 30, 24
11 Avantis US Small Cap Value ETF 59.88K (0.74%) 0.00
Increased by 0.00%
Apr 30, 24
12 Fidelity Extended Market Index 45.03K (0.55%) 0.00
Increased by 0.00%
Mar 31, 24
13 Fidelity® Extended Market Index 44.48K (0.55%) 975.00
Increased by +2.19%
Nov 30, 23
14 WisdomTree US SmallCap Dividend ETF 41.12K (0.51%) 0.00
Increased by 0.00%
Apr 30, 24
15 Dimensional US Small Cap Value ETF 33.88K (0.42%) 0.00
Increased by 0.00%
Apr 30, 24
16 Bridgeway Ultra-Small Company Market 30.64K (0.38%) 0.00
Increased by 0.00%
Dec 31, 23
17 TETON Westwood Mighty Mites AAA 27.70K (0.34%) 0.00
Increased by 0.00%
Dec 31, 23
18 Dimensional US Small Cap ETF 27.39K (0.34%) -916.00
Decreased by -3.34%
Apr 30, 24
19 1290 GAMCO Small/Mid Cap Value I 24.00K (0.29%) 0.00
Increased by 0.00%
Feb 29, 24
20 EA Bridgeway Omni Small-Cap Value ETF 23.11K (0.28%) 0.00
Increased by 0.00%
Apr 30, 24