Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 0.01%
2 DFAC 0.00%
3 DFAS 0.00%
4 DFAT 0.00%
5 DFSV 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Banc Funds Co LLC 439.39K (9.16%) 0.00
Increased by 0.00%
Dec 31, 23
2 Vanguard Group Inc 277.92K (5.80%) 0.00
Increased by 0.00%
Dec 31, 23
3 CALDWELL SUTTER CAPITAL INC 207.75K (4.33%) 9.80K
Increased by +4.72%
Dec 31, 23
4 Traverso Chambers Private Wealth Management, LLC 88.06K (1.84%) 0.00
Increased by 0.00%
Dec 31, 23
5 Dimensional Fund Advisors, Inc. 67.93K (1.42%) 1.11K
Increased by +1.64%
Dec 31, 23
6 Bridgeway Capital Management, LLC 59.84K (1.25%) 1.80K
Increased by +3.01%
Dec 31, 23
7 Geode Capital Management, LLC 46.72K (0.97%) 0.00
Increased by 0.00%
Dec 31, 23
8 SALZHAUER MICHAEL 46.20K (0.96%) 3.00K
Increased by +6.49%
Mar 31, 24
9 Benedetti & Gucer, Inc. 45.32K (0.95%) -3.09K
Decreased by -6.82%
Mar 31, 24
10 Empowered Funds, LLC 21.02K (0.44%) 1.80K
Increased by +8.56%
Dec 31, 23
11 Bank of New York Mellon Corp 17.37K (0.36%) 464.00
Increased by +2.67%
Sep 30, 23
12 State Street Corporation 13.93K (0.29%) 0.00
Increased by 0.00%
Dec 31, 23
13 BlackRock Inc 13.34K (0.28%) -150.00
Decreased by -1.12%
Dec 31, 23
14 Northern Trust Corp 12.57K (0.26%) 12.57K
Increased by +100.00%
Dec 31, 23
15 Advisor Group Holdings, Inc. 5.88K (0.12%) 0.00
Increased by 0.00%
Dec 31, 23
16 Morgan Stanley - Brokerage Accounts 5.84K (0.12%) 221.00
Increased by +3.79%
Dec 31, 23
17 Tower Research Capital LLC 1.50K (0.03%) -660.00
Decreased by -44.06%
Dec 31, 23
18 UBS Group AG 645.00 (0.01%) 476.00
Increased by +73.80%
Dec 31, 23
19 AJOVista LLC 585.00 (0.01%) 585.00
Increased by +100.00%
Dec 31, 23
20 Wells Fargo & Co 37.00 (0.00%) 2.00
Increased by +5.41%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 181.48K (3.78%) 0.00
Increased by 0.00%
Mar 31, 24
2 Vanguard Institutional Extnd Mkt Idx Tr 84.23K (1.76%) 0.00
Increased by 0.00%
Mar 31, 24
3 Fidelity® Extended Market Index 25.59K (0.53%) 0.00
Increased by 0.00%
Nov 30, 23
4 Fidelity Extended Market Index 25.41K (0.53%) 0.00
Increased by 0.00%
Mar 31, 24
5 EA Bridgeway Omni Small-Cap Value ETF 21.39K (0.45%) 9.00
Increased by +0.04%
Jan 31, 24
6 Bridgeway Omni Small-Cap Value 21.00K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
7 Bridgeway Omni Small-Cap Value N 21.00K (0.44%) 0.00
Increased by 0.00%
Dec 31, 23
8 Bridgeway Ultra-Small Company Market 17.82K (0.37%) 0.00
Increased by 0.00%
Dec 31, 23
9 DFA US Core Equity 2 I 14.81K (0.31%) 0.00
Increased by 0.00%
Mar 31, 24
10 iShares Micro-Cap ETF 11.08K (0.23%) -75.00
Decreased by -0.68%
Apr 30, 24
11 DFA US Small Cap Value I 10.20K (0.21%) 0.00
Increased by 0.00%
Mar 31, 24
12 WisdomTree US Total Dividend ETF 9.86K (0.21%) 0.00
Increased by 0.00%
Nov 30, 23
13 Fidelity® Total Market Index 8.82K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Total Market Index 8.78K (0.18%) -35.00
Decreased by -0.40%
Mar 31, 24
15 DFA US Core Equity 1 I 8.37K (0.17%) 0.00
Increased by 0.00%
Mar 31, 24
16 Dimensional US Core Equity 2 ETF 8.12K (0.17%) 0.00
Increased by 0.00%
Apr 30, 24
17 Fidelity Series Total Market Index 6.28K (0.13%) 0.00
Increased by 0.00%
Mar 31, 24
18 Fidelity® Series Total Market Index 5.99K (0.12%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Balanced Index Inv 5.83K (0.12%) 0.00
Increased by 0.00%
Mar 31, 24
20 DFA US Vector Equity I 4.66K (0.10%) 0.00
Increased by 0.00%
Mar 31, 24