Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 DCOR 0.00%
2 DFAT 0.00%
3 DFUS 0.00%
4 DFSV 0.00%
5 DFAC 0.00%
6 VTI 0.00%
7 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 273.45K (8.71%) -10.10K
Decreased by -3.69%
Sep 30, 24
2 Coulter & Justus Financial Services, LLC 264.40K (8.42%) 264.40K
Increased by +100.00%
Mar 31, 24
3 Noesis Capital Management 215.60K (6.87%) -48.80K
Decreased by -22.63%
Sep 30, 24
4 Vanguard Group Inc 147.21K (4.69%) 0.00
Increased by 0.00%
Sep 30, 24
5 Bridgeway Capital Management, LLC 78.20K (2.49%) 0.00
Increased by 0.00%
Sep 30, 24
6 Dimensional Fund Advisors, Inc. 55.52K (1.77%) 17.83K
Increased by +32.10%
Sep 30, 24
7 Geode Capital Management, LLC 27.75K (0.88%) 1.94K
Increased by +6.99%
Sep 30, 24
8 State Street Corp 20.98K (0.67%) 0.00
Increased by 0.00%
Sep 30, 24
9 State Street Corporation 20.98K (0.67%) -8.50K
Decreased by -40.51%
Mar 31, 24
10 Susquehanna International Group, LLP 10.67K (0.34%) 10.67K
Increased by +100.00%
Sep 30, 24
11 Federation des caisses Desjardins du Quebec 1.69K (0.05%) 0.00
Increased by 0.00%
Sep 30, 24
12 Tower Research Capital LLC 1.57K (0.05%) -2.12K
Decreased by -135.07%
Sep 30, 24
13 Wells Fargo & Co 314.00 (0.01%) 1.00
Increased by +0.32%
Sep 30, 24
14 JONES FINANCIAL COMPANIES LLLP 300.00 (0.01%) 300.00
Increased by +100.00%
Jun 30, 24
15 UBS Group AG 44.00 (0.00%) -4.32K
Decreased by -9.81 K%
Sep 30, 24
16 Bank of America Corp 27.00 (0.00%) 27.00
Increased by +100.00%
Jun 30, 24
17 Royal Bank of Canada 10.00 (0.00%) 0.00
Increased by 0.00%
Jun 30, 24
18 JPMorgan Chase & Co 9.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 24
19 Morgan Stanley - Brokerage Accounts 2.00 (0.00%) 2.00
Increased by +100.00%
Sep 30, 24
20 Acadian Asset Management LLC 0.00 (0.00%) -20.53K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 125.57K (4.00%) 0.00
Increased by 0.00%
Oct 31, 24
2 Bridgeway Ultra-Small Company 68.20K (2.17%) 0.00
Increased by 0.00%
Sep 30, 24
3 Fidelity® Extended Market Index 25.25K (0.80%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 21.64K (0.69%) 0.00
Increased by 0.00%
Oct 31, 24
5 Fidelity Extended Market Index 20.99K (0.67%) -2.15K
Decreased by -10.26%
Sep 30, 24
6 DFA US Targeted Value I 17.67K (0.56%) 3.57K
Increased by +20.21%
Sep 30, 24
7 Dimensional US Targeted Value ETF 10.03K (0.32%) 0.00
Increased by 0.00%
Nov 28, 24
8 Bridgeway Omni Small-Cap Value 10.00K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
9 Bridgeway Omni Small-Cap Value N 10.00K (0.32%) 0.00
Increased by 0.00%
Sep 30, 24
10 SSgA U.S. Extended Market Index Class I 8.50K (0.27%) 0.00
Increased by 0.00%
Dec 31, 23
11 State St US Extended Mkt Indx NL Cl C 8.50K (0.27%) 0.00
Increased by 0.00%
Jan 31, 24
12 DFA US Small Cap Value I 7.39K (0.24%) 0.00
Increased by 0.00%
Sep 30, 24
13 DFA US Core Equity Class F 4.42K (0.14%) 0.00
Increased by 0.00%
Aug 31, 24
14 Dimensional US Core Equity 2 ETF 3.01K (0.10%) 0.00
Increased by 0.00%
Nov 28, 24
15 Dimensional US Equity ETF 3.00K (0.10%) 0.00
Increased by 0.00%
Aug 30, 24
16 Dimensional US Equity Market ETF 3.00K (0.10%) 0.00
Increased by 0.00%
Nov 28, 24
17 Fidelity Total Market Index 2.88K (0.09%) 2.29K
Increased by +79.65%
Sep 30, 24
18 NT Ext Equity Mkt Idx Fd - L 2.56K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
19 Northern Trust Extended Eq Market Idx 2.56K (0.08%) 0.00
Increased by 0.00%
Sep 30, 24
20 SSgA U.S. Total Market Index Strategy 2.45K (0.08%) -57.00
Decreased by -2.32%
Dec 31, 23