Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFAS 0.00%
3 DFAC 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 Dimensional Fund Advisors, Inc. 88.90K (3.04%) -10.17K
Decreased by -11.44%
Sep 30, 23
2 Vanguard Group Inc 48.92K (1.67%) 2.45K
Increased by +5.01%
Sep 30, 23
3 Royal Bank of Canada 41.23K (1.41%) 0.00
Increased by 0.00%
Sep 30, 23
4 Geode Capital Management, LLC 20.36K (0.70%) -5.52K
Decreased by -27.10%
Sep 30, 23
5 Community Trust & Investment Co 19.96K (0.68%) 0.00
Increased by 0.00%
Dec 31, 23
6 Bridgeway Capital Management, LLC 16.00K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
7 BlackRock Inc 8.37K (0.29%) -301.00
Decreased by -3.60%
Sep 30, 23
8 Morgan Stanley - Brokerage Accounts 3.57K (0.12%) 0.00
Increased by 0.00%
Sep 30, 23
9 Tower Research Capital LLC 2.12K (0.07%) -5.96K
Decreased by -280.84%
Sep 30, 23
10 UBS Group AG 1.00K (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
11 Advisor Group Holdings, Inc. 700.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
12 Delta Asset Management LLC 603.00 (0.02%) 0.00
Increased by 0.00%
Sep 30, 23
13 Bank of America Corp 87.00 (0.00%) 87.00
Increased by +100.00%
Sep 30, 23
14 Wells Fargo & Co 23.00 (0.00%) 1.00
Increased by +4.35%
Sep 30, 23
15 BHZ Capital Management, LP. 0.00 (0.00%) -11.48K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Institutional Extnd Mkt Idx Tr 52.78K (1.80%) 40.88K
Increased by +77.45%
Nov 30, 23
2 DFA US Micro Cap I 40.64K (1.39%) 0.00
Increased by 0.00%
Nov 30, 23
3 Fidelity® Extended Market Index 17.09K (0.58%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Core Equity 2 I 16.79K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Ultra-Small Company Market 16.00K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
6 DFA US Core Equity 1 I 6.96K (0.24%) 0.00
Increased by 0.00%
Nov 30, 23
7 iShares Micro-Cap ETF 6.75K (0.23%) 0.00
Increased by 0.00%
Dec 29, 23
8 Dimensional US Small Cap ETF 3.40K (0.12%) 0.00
Increased by 0.00%
Dec 29, 23
9 NT Ext Equity Mkt Idx Fd - L 2.46K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 2.46K (0.08%) 0.00
Increased by 0.00%
Sep 30, 23
11 DFA US Vector Equity I 2.32K (0.08%) 0.00
Increased by 0.00%
Nov 30, 23
12 DFA US Core Equity Class F 1.59K (0.05%) 0.00
Increased by 0.00%
Oct 31, 23
13 Dimensional US Core Equity 2 ETF 1.55K (0.05%) 0.00
Increased by 0.00%
Dec 29, 23
14 DFA US Vector Equity Class F 1.50K (0.05%) 0.00
Increased by 0.00%
Oct 31, 23
15 Fidelity® Series Total Market Index 1.35K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
16 AZL® DFA US Core Equity 1.25K (0.04%) 0.00
Increased by 0.00%
Sep 30, 23
17 Spartan Total Market Index Pool E 1.05K (0.04%) 0.00
Increased by 0.00%
Nov 30, 23
18 Northern Small Cap Core K 942.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
19 Spartan Extended Market Index Pool E 858.00 (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 iShares Core S&P Total US Stock Mkt ETF 844.00 (0.03%) 0.00
Increased by 0.00%
Nov 30, 23