Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 BSVO 0.01%
2 IWC 0.00%
3 DFAT 0.00%
4 DCOR 0.00%
5 DFAS 0.00%
6 DFAC 0.00%
7 DFSU 0.00%
8 DFSV 0.00%
9 DFUS 0.00%
10 ITOT 0.00%
11 VTI 0.00%
12 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 426.67K (9.78%) -336.00
Decreased by -0.08%
Sep 30, 24
2 CALDWELL SUTTER CAPITAL INC 414.48K (9.50%) 2.30K
Increased by +0.55%
Sep 30, 24
3 Renaissance Technologies Corp 320.86K (7.35%) -8.00K
Decreased by -2.49%
Sep 30, 24
4 Vanguard Group Inc 243.06K (5.57%) 0.00
Increased by 0.00%
Sep 30, 24
5 Morgan Stanley - Brokerage Accounts 170.09K (3.90%) -179.59K
Decreased by -105.59%
Sep 30, 24
6 Bridgeway Capital Management, LLC 126.06K (2.89%) 1.21K
Increased by +0.96%
Sep 30, 24
7 Geode Capital Management, LLC 45.06K (1.03%) 2.92K
Increased by +6.47%
Sep 30, 24
8 Northern Trust Corp 24.39K (0.56%) -198.00
Decreased by -0.81%
Sep 30, 24
9 Empowered Funds, LLC 24.05K (0.55%) 1.21K
Increased by +5.01%
Sep 30, 24
10 Cutter & CO Brokerage, Inc. 16.71K (0.38%) 0.00
Increased by 0.00%
Sep 30, 24
11 Liberty Wealth Management, LLC 14.00K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
12 Integrated Wealth Concepts LLC 12.00K (0.27%) 0.00
Increased by 0.00%
Sep 30, 24
13 State Street Corp 11.66K (0.27%) 0.00
Increased by 0.00%
Sep 30, 24
14 State Street Corporation 11.66K (0.27%) 0.00
Increased by 0.00%
Dec 31, 23
15 BlackRock Inc 10.92K (0.25%) -840.00
Decreased by -7.69%
Jun 30, 24
16 Royal Bank of Canada 10.80K (0.25%) -4.30K
Decreased by -39.83%
Jun 30, 24
17 Goss Wealth Management LLC 10.02K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
18 James Investment Research, Inc. 10.02K (0.23%) 0.00
Increased by 0.00%
Sep 30, 24
19 Acadian Asset Management LLC 2.23K (0.05%) -1.79K
Decreased by -80.06%
Dec 31, 23
20 Tower Research Capital LLC 625.00 (0.01%) -412.00
Decreased by -65.92%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 162.52K (3.72%) 0.00
Increased by 0.00%
Oct 31, 24
2 DFA US Small Cap Value I 149.17K (3.42%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 75.45K (1.73%) 0.00
Increased by 0.00%
Oct 31, 24
4 DFA US Micro Cap I 67.64K (1.55%) 0.00
Increased by 0.00%
Oct 31, 24
5 Bridgeway Ultra-Small Company 50.30K (1.15%) 0.00
Increased by 0.00%
Sep 30, 24
6 DFA US Targeted Value I 43.06K (0.99%) 0.00
Increased by 0.00%
Oct 31, 24
7 Bridgeway Ultra-Small Company Market 31.61K (0.72%) 0.00
Increased by 0.00%
Sep 30, 24
8 DFA US Small Cap I 25.53K (0.59%) 0.00
Increased by 0.00%
Oct 31, 24
9 Fidelity Extended Market Index 25.46K (0.58%) -571.00
Decreased by -2.24%
Oct 31, 24
10 Fidelity® Extended Market Index 24.73K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dimensional US Targeted Value ETF 24.56K (0.56%) 0.00
Increased by 0.00%
Nov 29, 24
12 EA Bridgeway Omni Small-Cap Value ETF 24.50K (0.56%) 0.00
Increased by 0.00%
Nov 29, 24
13 Bridgeway Omni Small-Cap Value 18.10K (0.41%) 0.00
Increased by 0.00%
Sep 30, 24
14 Bridgeway Omni Small-Cap Value N 18.10K (0.41%) 0.00
Increased by 0.00%
Sep 30, 24
15 Dimensional US Small Cap ETF 16.92K (0.39%) 0.00
Increased by 0.00%
Nov 29, 24
16 DFA US Core Equity 2 I 16.60K (0.38%) 0.00
Increased by 0.00%
Oct 31, 24
17 RBC Microcap Value I 14.16K (0.32%) -935.00
Decreased by -6.60%
Jun 30, 24
18 iShares Micro-Cap ETF 10.12K (0.23%) 0.00
Increased by 0.00%
Nov 30, 24
19 DFA US Core Equity 1 I 9.70K (0.22%) 0.00
Increased by 0.00%
Oct 31, 24
20 DFA US Vector Equity I 8.02K (0.18%) 0.00
Increased by 0.00%
Oct 31, 24