Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFAT 0.00%
3 DFAS 0.00%
4 DFUV 0.00%
5 DFSV 0.00%
6 DFAC 0.00%
7 DFUS 0.00%
8 VTI 0.00%
9 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 AllianceBernstein L.P. 435.84K (16.58%) 2.73K
Increased by +0.63%
Sep 30, 23
2 M3F, Inc. 341.00K (12.97%) -7.97K
Decreased by -2.34%
Sep 30, 23
3 Gendell Jeffrey L 308.28K (11.73%) 0.00
Increased by 0.00%
Sep 30, 23
4 FJ Capital Management LLC 283.45K (10.78%) 0.00
Increased by 0.00%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 269.87K (10.27%) -900.00
Decreased by -0.33%
Sep 30, 23
6 Vanguard Group Inc 222.06K (8.45%) 1.05K
Increased by +0.47%
Sep 30, 23
7 Grace & White Inc 204.29K (7.77%) 10.54K
Increased by +5.16%
Sep 30, 23
8 RSM US WEALTH MANAGEMENT LLC 131.78K (5.01%) 68.00
Increased by +0.05%
Sep 30, 23
9 Fourthstone LLC 97.17K (3.70%) 48.52K
Increased by +49.94%
Sep 30, 23
10 Renaissance Technologies Corp 76.83K (2.92%) -1.90K
Decreased by -2.47%
Sep 30, 23
11 Bridgeway Capital Management, LLC 74.60K (2.84%) 1.90K
Increased by +2.54%
Sep 30, 23
12 Geode Capital Management, LLC 40.52K (1.54%) 2.28K
Increased by +5.63%
Sep 30, 23
13 Pinnacle Holdings, LLC 39.20K (1.49%) -5.00K
Decreased by -12.76%
Sep 30, 23
14 BlackRock Inc 37.38K (1.42%) -20.67K
Decreased by -55.31%
Sep 30, 23
15 BHZ Capital Management, LP. 33.16K (1.26%) -4.03K
Decreased by -12.16%
Sep 30, 23
16 Otter Creek Advisors, LLC 24.98K (0.95%) -73.00
Decreased by -0.29%
Sep 30, 23
17 Empowered Funds, LLC 24.00K (0.91%) 1.90K
Increased by +7.90%
Sep 30, 23
18 State Street Corporation 16.39K (0.62%) -241.00
Decreased by -1.47%
Sep 30, 23
19 HRT FINANCIAL LLC 10.04K (0.38%) 10.04K
Increased by +100.00%
Sep 30, 23
20 Acadian Asset Management LLC 1.38K (0.05%) 1.38K
Increased by +100.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 165.13K (6.28%) -2.44K
Decreased by -1.48%
Nov 30, 23
2 DFA US Small Cap Value I 98.22K (3.74%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 52.57K (2.00%) 5.68K
Increased by +10.81%
Nov 30, 23
4 DFA US Micro Cap I 34.27K (1.30%) 0.00
Increased by 0.00%
Nov 30, 23
5 DFA US Small Cap I 33.23K (1.26%) 0.00
Increased by 0.00%
Nov 30, 23
6 Bridgeway Omni Small-Cap Value 31.80K (1.21%) 0.00
Increased by 0.00%
Sep 30, 23
7 Bridgeway Omni Small-Cap Value N 31.80K (1.21%) 0.00
Increased by 0.00%
Sep 30, 23
8 EA Bridgeway Omni Small-Cap Value ETF 26.26K (1.00%) 108.00
Increased by +0.41%
Dec 29, 23
9 Otter Creek Long/Short Opportunity Instl 24.98K (0.95%) -73.00
Decreased by -0.29%
Oct 31, 23
10 Fidelity® Extended Market Index 20.60K (0.78%) 0.00
Increased by 0.00%
Nov 30, 23
11 Dimensional US Targeted Value ETF 19.22K (0.73%) 0.00
Increased by 0.00%
Dec 29, 23
12 Bridgeway Ultra-Small Company Market 18.80K (0.72%) 0.00
Increased by 0.00%
Sep 30, 23
13 DFA US Core Equity 2 I 11.37K (0.43%) 0.00
Increased by 0.00%
Nov 30, 23
14 iShares Micro-Cap ETF 8.16K (0.31%) 0.00
Increased by 0.00%
Dec 29, 23
15 Fidelity® Total Market Index 8.16K (0.31%) 0.00
Increased by 0.00%
Nov 30, 23
16 Fidelity® Series Total Market Index 7.32K (0.28%) 0.00
Increased by 0.00%
Nov 30, 23
17 DFA US Core Equity 1 I 6.89K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Targeted Value I 4.63K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
19 Vanguard Balanced Index Inv 4.53K (0.17%) -67.00
Decreased by -1.48%
Nov 30, 23
20 Dimensional US Marketwide Value ETF 3.46K (0.13%) 0.00
Increased by 0.00%
Dec 29, 23