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 528.16K (6.75%) -10.00K
Decreased by -1.89%
Sep 30, 24
2 Vanguard Group Inc 374.25K (4.78%) 0.00
Increased by 0.00%
Sep 30, 24
3 Bridgeway Capital Management, LLC 286.65K (3.66%) 0.00
Increased by 0.00%
Jun 30, 24
4 Dimensional Fund Advisors, Inc. 284.00K (3.63%) -20.10K
Decreased by -7.08%
Sep 30, 24
5 Acadian Asset Management LLC 188.16K (2.40%) 0.00
Increased by 0.00%
Mar 31, 24
6 BlackRock Inc 110.56K (1.41%) 0.00
Increased by 0.00%
Jun 30, 24
7 Geode Capital Management, LLC 88.75K (1.13%) 4.22K
Increased by +4.76%
Jun 30, 24
8 Bank of New York Mellon Corp 75.27K (0.96%) 0.00
Increased by 0.00%
Jun 30, 24
9 State Street Corp 33.70K (0.43%) 0.00
Increased by 0.00%
Jun 30, 24
10 State Street Corporation 33.70K (0.43%) -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 (0.25%) -13.10K
Decreased by -67.77%
Jun 30, 24
14 Northern Trust Corp 16.32K (0.21%) 0.00
Increased by 0.00%
Sep 30, 24
15 Wiley Bros.-Aintree Capital, LLC 11.00K (0.14%) 11.00K
Increased by +100.00%
Dec 31, 23
16 UBS Group AG 6.87K (0.09%) 5.08K
Increased by +73.90%
Jun 30, 24
17 Tower Research Capital LLC 6.61K (0.08%) 861.00
Increased by +13.03%
Jun 30, 24
18 Morgan Stanley - Brokerage Accounts 5.32K (0.07%) -17.23K
Decreased by -323.83%
Jun 30, 24
19 Oakworth Capital Inc 3.05K (0.04%) 0.00
Increased by 0.00%
Sep 30, 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 (3.59%) 0.00
Increased by 0.00%
Oct 31, 24
2 Bridgeway Ultra-Small Company 233.07K (2.98%) 0.00
Increased by 0.00%
Jun 30, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 84.24K (1.08%) 0.00
Increased by 0.00%
Sep 30, 24
4 DFA US Targeted Value I 79.72K (1.02%) 0.00
Increased by 0.00%
Sep 30, 24
5 Bridgeway Ultra-Small Company Market 49.89K (0.64%) 0.00
Increased by 0.00%
Jun 30, 24
6 DFA US Micro Cap I 47.77K (0.61%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity® Extended Market Index 42.54K (0.54%) 0.00
Increased by 0.00%
Nov 30, 23
8 Fidelity Extended Market Index 41.65K (0.53%) -3.24K
Decreased by -7.79%
Sep 30, 24
9 Dimensional US Targeted Value ETF 39.28K (0.50%) 0.00
Increased by 0.00%
Oct 31, 24
10 Dimensional US Marketwide Value ETF 23.32K (0.30%) 0.00
Increased by 0.00%
Oct 31, 24
11 Fidelity® Series Total Market Index 22.08K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Small Cap ETF 18.70K (0.24%) 0.00
Increased by 0.00%
Oct 31, 24
13 Dimensional Global Trgtd Value USD Acc 14.51K (0.19%) -38.00
Decreased by -0.26%
Sep 30, 24
14 Fidelity Nasdaq Composite Index 11.33K (0.14%) 0.00
Increased by 0.00%
Sep 30, 24
15 DFA US Core Equity 1 I 10.60K (0.14%) -4.16K
Decreased by -39.20%
Jun 30, 24
16 NT Ext Equity Mkt Idx Fd - NL 10.23K (0.13%) 0.00
Increased by 0.00%
Sep 30, 24
17 Fidelity Series Total Market Index 9.95K (0.13%) -11.38K
Decreased by -114.36%
Sep 30, 24
18 Vanguard Balanced Index Inv 9.19K (0.12%) 0.00
Increased by 0.00%
Sep 30, 24
19 NT Ext Equity Mkt Idx Fd - DC - NL - T2 8.24K (0.11%) 25.00
Increased by +0.30%
Sep 30, 24
20 SSgA U.S. Extended Market Index Class I 6.09K (0.08%) 0.00
Increased by 0.00%
Dec 31, 23