Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 24.29K (6.53%) 800.00
Increased by +3.29%
Sep 30, 24
2 Dimensional Fund Advisors, Inc. 23.32K (6.26%) 0.00
Increased by 0.00%
Sep 30, 24
3 Renaissance Technologies Corp 20.10K (5.40%) -300.00
Decreased by -1.49%
Sep 30, 24
4 Tower Research Capital LLC 1.12K (0.30%) -776.00
Decreased by -69.10%
Sep 30, 24
5 Efficient Wealth Management LLC 1.03K (0.28%) 0.00
Increased by 0.00%
Sep 30, 24
6 UBS Group AG 465.00 (0.12%) 440.00
Increased by +94.62%
Sep 30, 24
7 Spire Wealth Management 125.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 24
8 Financial Management Professionals Inc 71.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 24
9 Principal Securities Inc 35.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
10 Ronald Blue Trust, Inc. 35.00 (0.01%) 35.00
Increased by +100.00%
Sep 30, 24
11 Wells Fargo & Co 25.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 24
12 Bank of America Corp 10.00 (0.00%) 2.00
Increased by +20.00%
Sep 30, 24
13 JPMorgan Chase & Co 4.00 (0.00%) -2.00
Decreased by -50.00%
Sep 30, 24
14 Geode Capital Management, LLC 0.00 (0.00%) -31.06K
Decreased by N/A%
Sep 30, 23
15 Goldman Sachs Group Inc 0.00 (0.00%) -18.93K
Decreased by N/A%
Dec 31, 23
16 Innealta Capital, LLC 0.00 (0.00%) -9.00
Decreased by N/A%
Sep 30, 24
17 Morgan Stanley - Brokerage Accounts 0.00 (0.00%) -150.00
Decreased by N/A%
Jun 30, 24
18 Two Sigma Investments LLC 0.00 (0.00%) -19.28K
Decreased by N/A%
Jun 30, 24

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 23.05K (6.19%) 0.00
Increased by 0.00%
Nov 30, 24
2 SSgA U.S. Extended Market Index Class I 6.90K (1.85%) 0.00
Increased by 0.00%
Dec 31, 23
3 DFA US Social Core Equity 2 Portfolio 5.50K (1.48%) 0.00
Increased by 0.00%
Oct 31, 24
4 Fidelity Extended Market Index 5.25K (1.41%) -99.00
Decreased by -1.88%
Oct 31, 24
5 DFA US Targeted Value I 4.88K (1.31%) 0.00
Increased by 0.00%
Oct 31, 24
6 Fidelity® Extended Market Index 4.50K (1.21%) 0.00
Increased by 0.00%
Oct 31, 23
7 Fidelity® Series Total Market Index 3.86K (1.04%) 0.00
Increased by 0.00%
Oct 31, 23
8 DFA US Core Equity 2 I 3.39K (0.91%) 0.00
Increased by 0.00%
Oct 31, 24
9 Dimensional US Targeted Value ETF 3.11K (0.83%) 0.00
Increased by 0.00%
Nov 29, 24
10 State St US Extended Mkt Indx NL Cl C 3.10K (0.83%) -3.80K
Decreased by -122.58%
Feb 29, 24
11 Dimensional US Core Equity 2 ETF 2.64K (0.71%) 0.00
Increased by 0.00%
Nov 29, 24
12 Dimensional US Equity ETF 2.30K (0.62%) 0.00
Increased by 0.00%
Aug 30, 24
13 Dimensional US Equity Market ETF 2.30K (0.62%) 0.00
Increased by 0.00%
Nov 29, 24
14 SSgA U.S. Total Market Index Strategy 1.99K (0.53%) -46.00
Decreased by -2.31%
Dec 31, 23
15 NT Ext Equity Mkt Idx Fd - L 1.44K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
16 Northern Trust Extended Eq Market Idx 1.44K (0.39%) 0.00
Increased by 0.00%
Sep 30, 24
17 Dimensional US Small Cap Value ETF 1.35K (0.36%) 0.00
Increased by 0.00%
Nov 29, 24
18 Fidelity Series Total Market Index 1.24K (0.33%) 0.00
Increased by 0.00%
Oct 31, 24
19 Vanguard Total Stock Mkt Idx Inv 1.24K (0.33%) 0.00
Increased by 0.00%
Nov 30, 24
20 Spartan Extended Market Index Pool E 687.00 (0.18%) 99.00
Increased by +14.41%
Oct 31, 24