Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 IWC 1000.00%
2 DFSV 0.00%
3 DFAT 0.00%
4 DFAC 0.00%
5 VTI 0.00%
6 VXF 0.00%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 66.42K (5.07%) -372.00
Decreased by -0.56%
Sep 30, 23
2 Renaissance Technologies Corp 45.50K (3.47%) 2.90K
Increased by +6.37%
Sep 30, 23
3 Bridgeway Capital Management, LLC 39.38K (3.00%) 1.11K
Increased by +2.81%
Sep 30, 23
4 Dimensional Fund Advisors, Inc. 30.64K (2.34%) 2.55K
Increased by +8.32%
Sep 30, 23
5 Sigma Planning Corp 19.23K (1.47%) 790.00
Increased by +4.11%
Sep 30, 23
6 Empowered Funds, LLC 13.53K (1.03%) 1.11K
Increased by +8.18%
Sep 30, 23
7 Geode Capital Management, LLC 13.02K (0.99%) -801.00
Decreased by -6.15%
Sep 30, 23
8 Royal Bank of Canada 7.70K (0.59%) 882.00
Increased by +11.45%
Sep 30, 23
9 JPMorgan Chase & Co 6.00K (0.46%) 2.00
Increased by +0.03%
Sep 30, 23
10 BlackRock Inc 3.99K (0.30%) 155.00
Increased by +3.88%
Sep 30, 23
11 Morgan Stanley - Brokerage Accounts 1.03K (0.08%) 12.00
Increased by +1.16%
Sep 30, 23
12 Tower Research Capital LLC 396.00 (0.03%) 28.00
Increased by +7.07%
Sep 30, 23
13 Advisor Group Holdings, Inc. 100.00 (0.01%) 100.00
Increased by +100.00%
Sep 30, 23
14 Rhumbline Advisers 100.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
15 Wells Fargo & Co 10.00 (0.00%) 1.00
Increased by +10.00%
Sep 30, 23
16 Qube Research & Technologies 2.00 (0.00%) 2.00
Increased by +100.00%
Sep 30, 23
17 Acadian Asset Management LLC 0.00 (0.00%) -5.57K
Decreased by N/A%
Jun 30, 23
18 Citadel Advisors Llc 0.00 (0.00%) -6.50K
Decreased by N/A%
Jun 30, 23
19 Goss Wealth Management LLC 0.00 (0.00%) -32.00
Decreased by N/A%
Sep 30, 23
20 James Investment Research, Inc. 0.00 (0.00%) -4.78K
Decreased by N/A%
Jun 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 45.16K (3.44%) 0.00
Increased by 0.00%
Nov 30, 23
2 Vanguard Institutional Extnd Mkt Idx Tr 20.03K (1.53%) 0.00
Increased by 0.00%
Nov 30, 23
3 Bridgeway Omni Small-Cap Value 15.55K (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
4 Bridgeway Omni Small-Cap Value N 15.55K (1.19%) 0.00
Increased by 0.00%
Sep 30, 23
5 EA Bridgeway Omni Small-Cap Value ETF 14.76K (1.13%) 54.00
Increased by +0.37%
Dec 29, 23
6 DFA US Small Cap Value I 10.94K (0.83%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bridgeway Ultra-Small Company 10.30K (0.79%) 0.00
Increased by 0.00%
Sep 30, 23
8 DFA US Small Cap I 8.54K (0.65%) 0.00
Increased by 0.00%
Nov 30, 23
9 RBC Microcap Value I 7.70K (0.59%) 900.00
Increased by +11.69%
Sep 30, 23
10 Fidelity® Extended Market Index 6.74K (0.51%) 0.00
Increased by 0.00%
Nov 30, 23
11 DFA US Micro Cap I 6.06K (0.46%) 1.77K
Increased by +29.26%
Nov 30, 23
12 iShares Micro-Cap ETF 3.42K (0.26%) 0.00
Increased by 0.00%
Dec 29, 23
13 Fidelity® Total Market Index 2.27K (0.17%) 0.00
Increased by 0.00%
Nov 30, 23
14 Fidelity Nasdaq Composite Index 1.69K (0.13%) 0.00
Increased by 0.00%
Nov 30, 23
15 Fidelity® Series Total Market Index 1.43K (0.11%) 0.00
Increased by 0.00%
Nov 30, 23
16 Dimensional US Targeted Value ETF 1.30K (0.10%) 0.00
Increased by 0.00%
Dec 29, 23
17 DFA US Core Equity 1 I 1.26K (0.10%) 439.00
Increased by +34.87%
Nov 30, 23
18 Dimensional US Core Equity 2 ETF 1.21K (0.09%) 0.00
Increased by 0.00%
Dec 29, 23
19 DFA US Core Equity Class F 1.20K (0.09%) 0.00
Increased by 0.00%
Oct 31, 23
20 DFA US Vector Equity I 1.15K (0.09%) 0.00
Increased by 0.00%
Nov 30, 23