Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 308.79K (6.12%) 404.00
Increased by +0.13%
Jun 30, 24
2 Vanguard Group Inc 223.32K (4.43%) 3.23K
Increased by +1.45%
Jun 30, 24
3 Wilbanks, Smith & Thomas Asset Mgmt, LLC 123.68K (2.45%) 0.00
Increased by 0.00%
Mar 31, 24
4 Royal Bank of Canada 116.77K (2.31%) -1.06K
Decreased by -0.91%
Jun 30, 24
5 Legacy Financial Advisors, Inc. 103.63K (2.05%) 22.61K
Increased by +21.82%
Jun 30, 24
6 Renaissance Technologies Corp 89.30K (1.77%) -1.30K
Decreased by -1.46%
Jun 30, 24
7 Geode Capital Management, LLC 36.86K (0.73%) -3.58K
Decreased by -9.71%
Jun 30, 24
8 RBF LLC 32.49K (0.64%) 0.00
Increased by 0.00%
Jun 30, 24
9 Bridgeway Capital Management, LLC 27.60K (0.55%) 0.00
Increased by 0.00%
Jun 30, 24
10 Envestnet Asset Management Inc 18.00K (0.36%) 18.00K
Increased by +100.00%
Jun 30, 24
11 Mercer Global Advisors Inc. 18.00K (0.36%) 0.00
Increased by 0.00%
Jun 30, 24
12 Hilltop Holdings Inc 15.27K (0.30%) 0.00
Increased by 0.00%
Mar 31, 24
13 BlackRock Inc 10.81K (0.21%) -5.76K
Decreased by -53.32%
Jun 30, 24
14 Tower Research Capital LLC 2.61K (0.05%) 1.58K
Increased by +60.64%
Mar 31, 24
15 Morgan Stanley - Brokerage Accounts 1.44K (0.03%) -1.50K
Decreased by -104.17%
Mar 31, 24
16 Wells Fargo & Co 1.00K (0.02%) -40.00
Decreased by -4.00%
Jun 30, 24
17 Geneos Wealth Management Inc 176.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
18 Bank of America Corp 45.00 (0.00%) 45.00
Increased by +100.00%
Jun 30, 24
19 Advisor Group Holdings, Inc. 25.00 (0.00%) 0.00
Increased by 0.00%
Mar 31, 24
20 JPMorgan Chase & Co 12.00 (0.00%) 3.00
Increased by +25.00%
Mar 31, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 122.06K (2.42%) 0.00
Increased by 0.00%
Jul 31, 24
2 DFA US Small Cap Value I 117.11K (2.32%) 0.00
Increased by 0.00%
Jul 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 101.26K (2.01%) 0.00
Increased by 0.00%
Jul 31, 24
4 DFA US Targeted Value I 54.97K (1.09%) 0.00
Increased by 0.00%
Jul 31, 24
5 Fidelity Extended Market Index 32.16K (0.64%) -204.00
Decreased by -0.63%
Jul 31, 24
6 DFA US Micro Cap I 27.97K (0.55%) 0.00
Increased by 0.00%
Jul 31, 24
7 Bridgeway Ultra-Small Company Market 27.60K (0.55%) 0.00
Increased by 0.00%
Jun 30, 24
8 DFA US Small Cap I 19.30K (0.38%) 0.00
Increased by 0.00%
Jul 31, 24
9 Dimensional US Targeted Value ETF 13.33K (0.26%) 0.00
Increased by 0.00%
Aug 30, 24
10 iShares Micro-Cap ETF 12.02K (0.24%) -168.00
Decreased by -1.40%
May 30, 24
11 Fidelity® Extended Market Index 10.84K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Marketwide Value ETF 10.47K (0.21%) 0.00
Increased by 0.00%
Aug 30, 24
13 DFA US Vector Equity I 6.63K (0.13%) 0.00
Increased by 0.00%
Jul 31, 24
14 DFA US Core Equity 2 I 4.43K (0.09%) -3.72K
Decreased by -84.10%
Jul 31, 24
15 NT Ext Equity Mkt Idx Fd - L 4.29K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
16 Northern Trust Extended Eq Market Idx 4.29K (0.09%) 0.00
Increased by 0.00%
Jun 30, 24
17 DFA US Core Equity 1 I 3.70K (0.07%) 0.00
Increased by 0.00%
Jul 31, 24
18 Dimensional US Small Cap ETF 3.53K (0.07%) 0.00
Increased by 0.00%
Aug 30, 24
19 DFA US Vector Equity Class F 3.40K (0.07%) 0.00
Increased by 0.00%
Jun 30, 24
20 Dimensional US Equity ETF 3.18K (0.06%) 0.00
Increased by 0.00%
Aug 30, 24