Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Dimensional Fund Advisors, Inc. 447.79K (10.00%) -26.10K
Decreased by -5.83%
Sep 30, 23
2 CALDWELL SUTTER CAPITAL INC 446.59K (9.98%) -12.95K
Decreased by -2.90%
Sep 30, 23
3 Renaissance Technologies Corp 347.76K (7.77%) -4.60K
Decreased by -1.32%
Sep 30, 23
4 Vanguard Group Inc 243.06K (5.43%) 0.00
Increased by 0.00%
Sep 30, 23
5 Morgan Stanley - Brokerage Accounts 164.55K (3.68%) 4.65K
Increased by +2.83%
Sep 30, 23
6 Bridgeway Capital Management, LLC 119.94K (2.68%) 1.42K
Increased by +1.19%
Sep 30, 23
7 Geode Capital Management, LLC 40.12K (0.90%) 3.50K
Increased by +8.73%
Sep 30, 23
8 Cutter & CO Brokerage, Inc. 24.60K (0.55%) 0.00
Increased by 0.00%
Sep 30, 23
9 Royal Bank of Canada 20.40K (0.46%) 4.84K
Increased by +23.71%
Sep 30, 23
10 Liberty Wealth Management, LLC 19.66K (0.44%) -5.00
Decreased by -0.03%
Sep 30, 23
11 Empowered Funds, LLC 17.93K (0.40%) 1.42K
Increased by +7.93%
Sep 30, 23
12 BlackRock Inc 13.06K (0.29%) -3.91K
Decreased by -29.93%
Sep 30, 23
13 Northern Trust Corp 12.82K (0.29%) -894.00
Decreased by -6.97%
Sep 30, 23
14 Integrated Wealth Concepts LLC 12.00K (0.27%) 0.00
Increased by 0.00%
Sep 30, 23
15 State Street Corporation 11.66K (0.26%) -300.00
Decreased by -2.57%
Sep 30, 23
16 Goss Wealth Management LLC 10.02K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
17 James Investment Research, Inc. 10.02K (0.22%) 0.00
Increased by 0.00%
Sep 30, 23
18 Acadian Asset Management LLC 4.02K (0.09%) 4.02K
Increased by +100.00%
Sep 30, 23
19 Tower Research Capital LLC 1.28K (0.03%) -1.33K
Decreased by -104.06%
Sep 30, 23
20 Rhumbline Advisers 252.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 162.52K (3.63%) 0.00
Increased by 0.00%
Nov 30, 23
2 DFA US Small Cap Value I 152.34K (3.40%) 0.00
Increased by 0.00%
Nov 30, 23
3 Vanguard Institutional Extnd Mkt Idx Tr 75.45K (1.69%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Micro Cap I 72.15K (1.61%) 0.00
Increased by 0.00%
Nov 30, 23
5 Bridgeway Ultra-Small Company 50.30K (1.12%) 0.00
Increased by 0.00%
Sep 30, 23
6 DFA US Targeted Value I 43.06K (0.96%) 0.00
Increased by 0.00%
Nov 30, 23
7 Bridgeway Ultra-Small Company Market 31.61K (0.71%) 0.00
Increased by 0.00%
Sep 30, 23
8 DFA US Small Cap I 25.53K (0.57%) 0.00
Increased by 0.00%
Nov 30, 23
9 Fidelity® Extended Market Index 24.73K (0.55%) 0.00
Increased by 0.00%
Nov 30, 23
10 Dimensional US Targeted Value ETF 24.56K (0.55%) 0.00
Increased by 0.00%
Dec 29, 23
11 RBC Microcap Value I 20.40K (0.46%) 5.00K
Increased by +24.51%
Sep 30, 23
12 EA Bridgeway Omni Small-Cap Value ETF 19.62K (0.44%) 81.00
Increased by +0.41%
Dec 29, 23
13 Bridgeway Omni Small-Cap Value 18.10K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
14 Bridgeway Omni Small-Cap Value N 18.10K (0.40%) 0.00
Increased by 0.00%
Sep 30, 23
15 DFA US Core Equity 2 I 16.95K (0.38%) 0.00
Increased by 0.00%
Nov 30, 23
16 Dimensional US Small Cap ETF 16.92K (0.38%) 0.00
Increased by 0.00%
Dec 29, 23
17 iShares Micro-Cap ETF 10.89K (0.24%) 0.00
Increased by 0.00%
Dec 29, 23
18 DFA US Core Equity 1 I 9.70K (0.22%) 0.00
Increased by 0.00%
Nov 30, 23
19 DFA US Vector Equity I 8.02K (0.18%) 0.00
Increased by 0.00%
Nov 30, 23
20 Dimensional Global Trgtd Value USD Acc 6.71K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23