Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DFAT 0.00%
2 DFAS 0.00%
3 DFUV 0.00%
4 DFAC 0.00%
5 ITOT 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 538.16K (6.78%) -4.50K
Decreased by -0.84%
Jun 30, 24
2 Vanguard Group Inc 374.25K (4.72%) 0.00
Increased by 0.00%
Jun 30, 24
3 Dimensional Fund Advisors, Inc. 304.11K (3.83%) -53.51K
Decreased by -17.59%
Jun 30, 24
4 Bridgeway Capital Management, LLC 286.65K (3.61%) 0.00
Increased by 0.00%
Jun 30, 24
5 Acadian Asset Management LLC 188.16K (2.37%) 0.00
Increased by 0.00%
Mar 31, 24
6 BlackRock Inc 110.56K (1.39%) 0.00
Increased by 0.00%
Jun 30, 24
7 Geode Capital Management, LLC 88.75K (1.12%) 4.22K
Increased by +4.76%
Jun 30, 24
8 Bank of New York Mellon Corp 75.27K (0.95%) 0.00
Increased by 0.00%
Jun 30, 24
9 State Street Corp 33.70K (0.42%) 0.00
Increased by 0.00%
Jun 30, 24
10 State Street Corporation 33.70K (0.42%) -6.09K
Decreased by -18.07%
Mar 31, 24
11 Two Sigma Advisers, LLC 23.00K (0.29%) -400.00
Decreased by -1.74%
Mar 31, 24
12 Cresset Asset Management, LLC 21.02K (0.27%) 9.00K
Increased by +42.81%
Jun 30, 24
13 Two Sigma Investments LLC 19.33K (0.24%) -13.10K
Decreased by -67.77%
Jun 30, 24
14 Northern Trust Corp 16.32K (0.21%) -16.00
Decreased by -0.10%
Jun 30, 24
15 Morgan Stanley - Brokerage Accounts 11.27K (0.14%) 0.00
Increased by 0.00%
Mar 31, 24
16 Wiley Bros.-Aintree Capital, LLC 11.00K (0.14%) 11.00K
Increased by +100.00%
Dec 31, 23
17 Tower Research Capital LLC 5.75K (0.07%) 119.00
Increased by +2.07%
Mar 31, 24
18 Oakworth Capital Inc 3.05K (0.04%) 0.00
Increased by 0.00%
Jun 30, 24
19 UBS Group AG 1.79K (0.02%) 1.68K
Increased by +93.87%
Mar 31, 24
20 Innealta Capital, LLC 948.00 (0.01%) 948.00
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 280.82K (3.54%) 0.00
Increased by 0.00%
Jul 31, 24
2 Bridgeway Ultra-Small Company 233.07K (2.94%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 84.24K (1.06%) 0.00
Increased by 0.00%
Jul 31, 24
4 DFA US Targeted Value I 79.72K (1.01%) 0.00
Increased by 0.00%
Jul 31, 24
5 Bridgeway Ultra-Small Company Market 49.89K (0.63%) 0.00
Increased by 0.00%
Jun 30, 24
6 DFA US Micro Cap I 47.77K (0.60%) 0.00
Increased by 0.00%
Jul 31, 24
7 Fidelity Extended Market Index 45.62K (0.58%) -289.00
Decreased by -0.63%
Jul 31, 24
8 Fidelity® Extended Market Index 42.54K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
9 Dimensional US Targeted Value ETF 39.28K (0.50%) 0.00
Increased by 0.00%
Aug 30, 24
10 Dimensional US Marketwide Value ETF 23.32K (0.29%) 0.00
Increased by 0.00%
Aug 30, 24
11 Fidelity® Series Total Market Index 22.08K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
12 Fidelity Series Total Market Index 21.33K (0.27%) 0.00
Increased by 0.00%
Jul 31, 24
13 Dimensional US Small Cap ETF 18.70K (0.24%) 0.00
Increased by 0.00%
Aug 30, 24
14 Dimensional Global Trgtd Value USD Acc 14.55K (0.18%) 0.00
Increased by 0.00%
Jul 31, 24
15 Fidelity Nasdaq Composite Index 11.33K (0.14%) 0.00
Increased by 0.00%
Jul 31, 24
16 DFA US Core Equity 1 I 10.60K (0.13%) -4.16K
Decreased by -39.20%
Jun 30, 24
17 NT Ext Equity Mkt Idx Fd - NL 10.23K (0.13%) 0.00
Increased by 0.00%
Jun 30, 24
18 Vanguard Balanced Index Inv 9.19K (0.12%) 0.00
Increased by 0.00%
Jul 31, 24
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.22K (0.10%) -4.00
Decreased by -0.05%
Jun 30, 24
20 SSgA U.S. Extended Market Index Class I 6.09K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23