Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 308.85K (5.75%) 54.00
Increased by +0.02%
Sep 30, 24
2 Vanguard Group Inc 223.32K (4.16%) 0.00
Increased by 0.00%
Sep 30, 24
3 Legacy Financial Advisors, Inc. 212.03K (3.95%) 108.41K
Increased by +51.13%
Sep 30, 24
4 Hartland & Co 123.68K (2.30%) 0.00
Increased by 0.00%
Sep 30, 24
5 Wilbanks, Smith & Thomas Asset Mgmt, LLC 123.68K (2.30%) 0.00
Increased by 0.00%
Mar 31, 24
6 Royal Bank of Canada 117.04K (2.18%) 269.00
Increased by +0.23%
Sep 30, 24
7 Renaissance Technologies Corp 86.90K (1.62%) -2.40K
Decreased by -2.76%
Sep 30, 24
8 Geode Capital Management, LLC 34.81K (0.65%) -2.04K
Decreased by -5.87%
Sep 30, 24
9 RBF LLC 32.49K (0.60%) 0.00
Increased by 0.00%
Sep 30, 24
10 Bridgeway Capital Management, LLC 27.60K (0.51%) 0.00
Increased by 0.00%
Sep 30, 24
11 Envestnet Asset Management Inc 18.00K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
12 Mercer Global Advisors Inc. 18.00K (0.33%) 0.00
Increased by 0.00%
Sep 30, 24
13 Hilltop Holdings Inc 15.27K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
14 BlackRock Inc 10.81K (0.20%) -5.76K
Decreased by -53.32%
Jun 30, 24
15 Tower Research Capital LLC 2.48K (0.05%) -938.00
Decreased by -37.78%
Sep 30, 24
16 UBS Group AG 1.98K (0.04%) 1.98K
Increased by +100.00%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 1.57K (0.03%) -1.81K
Decreased by -115.29%
Sep 30, 24
18 Wells Fargo & Co 1.00K (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
19 Geneos Wealth Management Inc 176.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
20 Bank of America Corp 52.00 (0.00%) 7.00
Increased by +13.46%
Sep 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 122.06K (2.27%) 0.00
Increased by 0.00%
Oct 31, 24
2 DFA US Small Cap Value I 117.11K (2.18%) 0.00
Increased by 0.00%
Oct 31, 24
3 Vanguard Institutional Extnd Mkt Idx Tr 101.26K (1.88%) 0.00
Increased by 0.00%
Oct 31, 24
4 DFA US Targeted Value I 54.97K (1.02%) 0.00
Increased by 0.00%
Oct 31, 24
5 DFA US Micro Cap I 27.97K (0.52%) 0.00
Increased by 0.00%
Oct 31, 24
6 Bridgeway Ultra-Small Company Market 27.60K (0.51%) 0.00
Increased by 0.00%
Sep 30, 24
7 Fidelity Extended Market Index 27.60K (0.51%) -619.00
Decreased by -2.24%
Oct 31, 24
8 DFA US Small Cap I 19.30K (0.36%) 0.00
Increased by 0.00%
Oct 31, 24
9 Dimensional US Targeted Value ETF 13.33K (0.25%) 0.00
Increased by 0.00%
Nov 29, 24
10 iShares Micro-Cap ETF 12.02K (0.22%) -168.00
Decreased by -1.40%
May 30, 24
11 Fidelity® Extended Market Index 10.84K (0.20%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Marketwide Value ETF 10.47K (0.19%) 0.00
Increased by 0.00%
Nov 29, 24
13 DFA US Vector Equity I 6.63K (0.12%) 0.00
Increased by 0.00%
Oct 31, 24
14 DFA US Core Equity 2 I 4.43K (0.08%) 0.00
Increased by 0.00%
Oct 31, 24
15 NT Ext Equity Mkt Idx Fd - L 4.29K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Extended Eq Market Idx 4.29K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
17 DFA US Core Equity 1 I 3.70K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24
18 Fidelity Series Total Market Index 3.67K (0.07%) 0.00
Increased by 0.00%
Oct 31, 24
19 Dimensional US Small Cap ETF 3.53K (0.07%) 0.00
Increased by 0.00%
Nov 29, 24
20 DFA US Vector Equity Class F 3.40K (0.06%) 0.00
Increased by 0.00%
Sep 30, 24