Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Renaissance Technologies Corp 306.72K (10.95%) -12.91K
Decreased by -4.21%
Sep 30, 23
2 Noesis Capital Management 266.40K (9.51%) -3.20K
Decreased by -1.20%
Sep 30, 23
3 Vanguard Group Inc 144.35K (5.15%) 14.15K
Increased by +9.81%
Sep 30, 23
4 Bridgeway Capital Management, LLC 78.20K (2.79%) 0.00
Increased by 0.00%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 29.67K (1.06%) -12.50K
Decreased by -42.12%
Sep 30, 23
6 State Street Corporation 29.48K (1.05%) -714.00
Decreased by -2.42%
Sep 30, 23
7 Geode Capital Management, LLC 26.23K (0.94%) 13.10K
Increased by +49.94%
Sep 30, 23
8 Acadian Asset Management LLC 20.53K (0.73%) 20.53K
Increased by +100.00%
Sep 30, 23
9 Wells Fargo & Co 12.54K (0.45%) 1.00
Increased by +0.01%
Sep 30, 23
10 KESTRA PRIVATE WEALTH SERVICES, LLC 11.54K (0.41%) 11.54K
Increased by +100.00%
Sep 30, 23
11 Tower Research Capital LLC 2.43K (0.09%) 677.00
Increased by +27.85%
Sep 30, 23
12 JPMorgan Chase & Co 4.00 (0.00%) 4.00
Increased by +100.00%
Sep 30, 23
13 Citadel Advisors Llc 0.00 (0.00%) -11.70K
Decreased by N/A%
Jun 30, 23
14 UBS Group AG 0.00 (0.00%) -2.09K
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 125.57K (4.48%) 0.00
Increased by 0.00%
Nov 30, 23
2 Bridgeway Ultra-Small Company 68.20K (2.43%) 0.00
Increased by 0.00%
Sep 30, 23
3 Fidelity® Extended Market Index 25.25K (0.90%) 0.00
Increased by 0.00%
Nov 30, 23
4 Vanguard Institutional Extnd Mkt Idx Tr 21.64K (0.77%) 2.38K
Increased by +11.01%
Nov 30, 23
5 Bridgeway Omni Small-Cap Value 10.00K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
6 Bridgeway Omni Small-Cap Value N 10.00K (0.36%) 0.00
Increased by 0.00%
Sep 30, 23
7 SSgA U.S. Extended Market Index Class I 8.50K (0.30%) 0.00
Increased by 0.00%
Sep 30, 23
8 State St US Extended Mkt Indx NL Cl C 8.50K (0.30%) 0.00
Increased by 0.00%
Dec 31, 23
9 DFA US Small Cap Value I 7.39K (0.26%) 0.00
Increased by 0.00%
Nov 30, 23
10 DFA US Core Equity Class F 4.42K (0.16%) 0.00
Increased by 0.00%
Oct 31, 23
11 Dimensional US Targeted Value ETF 3.08K (0.11%) 0.00
Increased by 0.00%
Dec 29, 23
12 Dimensional US Core Equity 2 ETF 3.01K (0.11%) 0.00
Increased by 0.00%
Dec 29, 23
13 DFA US Vector Equity I 2.73K (0.10%) 0.00
Increased by 0.00%
Nov 30, 23
14 NT Ext Equity Mkt Idx Fd - L 2.56K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
15 Northern Trust Extended Eq Market Idx 2.56K (0.09%) 0.00
Increased by 0.00%
Sep 30, 23
16 SSgA U.S. Total Market Index Strategy 2.45K (0.09%) -57.00
Decreased by -2.32%
Dec 31, 23
17 DFA US Social Core Equity 2 Portfolio 1.90K (0.07%) 0.00
Increased by 0.00%
Nov 30, 23
18 DFA US Core Equity 2 I 1.48K (0.05%) 0.00
Increased by 0.00%
Nov 30, 23
19 Spartan Extended Market Index Pool E 963.00 (0.03%) 0.00
Increased by 0.00%
Nov 30, 23
20 DFA US Core Equity 1 I 500.00 (0.02%) 0.00
Increased by 0.00%
Nov 30, 23