Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.03%
2 DFAT 0.00%
3 DFAS 0.00%
4 DFUV 0.00%
5 DFUS 0.00%
6 DFAC 0.00%
7 ITOT 0.00%
8 DFSV 0.00%
9 VTI 0.00%
10 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Northern Trust Corp 302.61K (14.21%) -3.25K
Decreased by -1.07%
Dec 31, 23
2 Minerva Advisors LLC 174.43K (8.19%) 0.00
Increased by 0.00%
Dec 31, 23
3 Dimensional Fund Advisors, Inc. 171.60K (8.06%) 0.00
Increased by 0.00%
Dec 31, 23
4 Vanguard Group Inc 121.96K (5.73%) 1.62K
Increased by +1.33%
Dec 31, 23
5 Renaissance Technologies Corp 74.11K (3.48%) -500.00
Decreased by -0.67%
Dec 31, 23
6 Bridgeway Capital Management, LLC 30.40K (1.43%) 0.00
Increased by 0.00%
Dec 31, 23
7 Morgan Stanley - Brokerage Accounts 24.44K (1.15%) -1.10K
Decreased by -4.50%
Dec 31, 23
8 Geode Capital Management, LLC 15.33K (0.72%) 0.00
Increased by 0.00%
Dec 31, 23
9 BlackRock Inc 8.45K (0.40%) -74.00
Decreased by -0.88%
Dec 31, 23
10 Wedbush Morgan Securities Inc 8.21K (0.39%) -2.21K
Decreased by -26.96%
Dec 31, 23
11 Acadian Asset Management LLC 6.48K (0.30%) 0.00
Increased by 0.00%
Dec 31, 23
12 U.S. Bancorp 500.00 (0.02%) 0.00
Increased by 0.00%
Dec 31, 23
13 Tower Research Capital LLC 464.00 (0.02%) 22.00
Increased by +4.74%
Dec 31, 23
14 Royal Bank of Canada 82.00 (0.00%) 82.00
Increased by +100.00%
Dec 31, 23
15 FMR Inc 32.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
16 Wells Fargo & Co 17.00 (0.00%) 1.00
Increased by +5.88%
Dec 31, 23
17 CWM, LLC duplicate 10.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
18 JPMorgan Chase & Co 3.00 (0.00%) 1.00
Increased by +33.33%
Dec 31, 23
19 Bank of America Corp 1.00 (0.00%) 1.00
Increased by +100.00%
Dec 31, 23
20 Cannell Capital LLC 0.00 (0.00%) -2.48K
Decreased by N/A%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 96.39K (4.53%) 0.00
Increased by 0.00%
Mar 31, 24
2 DFA US Small Cap Value I 65.32K (3.07%) 0.00
Increased by 0.00%
Mar 31, 24
3 VT De Lisle America B USD 27.26K (1.28%) 0.00
Increased by 0.00%
Apr 30, 24
4 DFA US Micro Cap I 26.38K (1.24%) 0.00
Increased by 0.00%
Mar 31, 24
5 Vanguard Institutional Extnd Mkt Idx Tr 23.31K (1.09%) 184.00
Increased by +0.79%
Mar 31, 24
6 DFA US Small Cap I 18.45K (0.87%) 0.00
Increased by 0.00%
Mar 31, 24
7 Bridgeway Ultra-Small Company 16.90K (0.79%) 0.00
Increased by 0.00%
Dec 31, 23
8 DFA US Targeted Value I 13.42K (0.63%) 0.00
Increased by 0.00%
Mar 31, 24
9 Bridgeway Ultra-Small Company Market 13.20K (0.62%) 0.00
Increased by 0.00%
Dec 31, 23
10 Fidelity Extended Market Index 12.73K (0.60%) 1.96K
Increased by +15.40%
Mar 31, 24
11 Fidelity® Extended Market Index 10.85K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Targeted Value ETF 10.04K (0.47%) 0.00
Increased by 0.00%
Apr 30, 24
13 DFA US Core Equity 2 I 6.31K (0.30%) 0.00
Increased by 0.00%
Mar 31, 24
14 iShares Micro-Cap ETF 5.43K (0.26%) -37.00
Decreased by -0.68%
Apr 30, 24
15 DFA US Core Equity 1 I 3.49K (0.16%) 0.00
Increased by 0.00%
Mar 31, 24
16 Northern Small Cap Core K 2.47K (0.12%) 0.00
Increased by 0.00%
Mar 31, 24
17 DFA US Vector Equity I 2.04K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
18 NT Ext Equity Mkt Idx Fd - L 2.04K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
19 Northern Trust Extended Eq Market Idx 2.04K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24
20 Fidelity Nasdaq Composite Index 1.78K (0.08%) 0.00
Increased by 0.00%
Mar 31, 24