Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 23.49K (2.39%) 528.00
Increased by +2.25%
Dec 31, 23
2 Renaissance Technologies Corp 20.00K (2.04%) 0.00
Increased by 0.00%
Dec 31, 23
3 Two Sigma Investments LLC 19.28K (1.96%) 0.00
Increased by 0.00%
Dec 31, 23
4 Dimensional Fund Advisors, Inc. 14.46K (1.47%) 0.00
Increased by 0.00%
Dec 31, 23
5 Tower Research Capital LLC 1.85K (0.19%) -385.00
Decreased by -20.82%
Dec 31, 23
6 Efficient Wealth Management LLC 1.03K (0.10%) 0.00
Increased by 0.00%
Dec 31, 23
7 Spire Wealth Management 125.00 (0.01%) 125.00
Increased by +100.00%
Dec 31, 23
8 Financial Management Professionals Inc 71.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
9 Morgan Stanley - Brokerage Accounts 50.00 (0.01%) -59.00
Decreased by -118.00%
Dec 31, 23
10 Wells Fargo & Co 33.00 (0.00%) 1.00
Increased by +3.03%
Dec 31, 23
11 UBS Group AG 25.00 (0.00%) -145.00
Decreased by -580.00%
Dec 31, 23
12 JPMorgan Chase & Co 1.00 (0.00%) 0.00
Increased by 0.00%
Dec 31, 23
13 Geode Capital Management, LLC 0.00 (0.00%) -31.06K
Decreased by N/A%
Sep 30, 23
14 Goldman Sachs Group Inc 0.00 (0.00%) -18.93K
Decreased by N/A%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 23.05K (2.35%) 0.00
Increased by 0.00%
Mar 31, 24
2 SSgA U.S. Extended Market Index Class I 6.90K (0.70%) 0.00
Increased by 0.00%
Dec 31, 23
3 DFA US Social Core Equity 2 Portfolio 5.50K (0.56%) 0.00
Increased by 0.00%
Mar 31, 24
4 Fidelity Extended Market Index 4.50K (0.46%) 0.00
Increased by 0.00%
Mar 31, 24
5 Fidelity® Extended Market Index 4.50K (0.46%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity Series Total Market Index 3.86K (0.39%) 0.00
Increased by 0.00%
Mar 31, 24
7 Fidelity® Series Total Market Index 3.86K (0.39%) 0.00
Increased by 0.00%
Oct 31, 23
8 DFA US Core Equity 2 I 3.39K (0.35%) 0.00
Increased by 0.00%
Mar 31, 24
9 State St US Extended Mkt Indx NL Cl C 3.10K (0.32%) -3.80K
Decreased by -122.58%
Feb 29, 24
10 Dimensional US Equity ETF 2.30K (0.23%) 0.00
Increased by 0.00%
Apr 30, 24
11 SSgA U.S. Total Market Index Strategy 1.99K (0.20%) -46.00
Decreased by -2.31%
Dec 31, 23
12 NT Ext Equity Mkt Idx Fd - L 1.44K (0.15%) 0.00
Increased by 0.00%
Mar 31, 24
13 Northern Trust Extended Eq Market Idx 1.44K (0.15%) 0.00
Increased by 0.00%
Mar 31, 24
14 Dimensional US Targeted Value ETF 1.43K (0.15%) 0.00
Increased by 0.00%
Apr 30, 24
15 Dimensional US Small Cap Value ETF 1.35K (0.14%) 0.00
Increased by 0.00%
Apr 30, 24
16 DFA US Core Equity 1 I 584.00 (0.06%) 0.00
Increased by 0.00%
Mar 31, 24
17 Vanguard Total Stock Mkt Idx Inv 442.00 (0.05%) 0.00
Increased by 0.00%
Mar 31, 24
18 Spartan Extended Market Index Pool E 439.00 (0.04%) 0.00
Increased by 0.00%
Mar 31, 24
19 Blackstone Alternative Multi-Strategy I 100.00 (0.01%) 0.00
Increased by 0.00%
Dec 31, 23
20 DFA US Vector Equity Class F 100.00 (0.01%) 0.00
Increased by 0.00%
Feb 29, 24