Top 20 ETF stock exposure

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

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 22.97K (2.34%) 75.00
Increased by +0.33%
Sep 30, 23
2 Renaissance Technologies Corp 20.00K (2.04%) 100.00
Increased by +0.50%
Sep 30, 23
3 Two Sigma Investments LLC 19.28K (1.96%) 0.00
Increased by 0.00%
Sep 30, 23
4 Goldman Sachs Group Inc 18.93K (1.93%) 18.93K
Increased by +100.00%
Sep 30, 23
5 Dimensional Fund Advisors, Inc. 14.46K (1.47%) 0.00
Increased by 0.00%
Sep 30, 23
6 Tower Research Capital LLC 2.23K (0.23%) 246.00
Increased by +11.01%
Sep 30, 23
7 Efficient Wealth Management LLC 1.03K (0.10%) 0.00
Increased by 0.00%
Sep 30, 23
8 UBS Group AG 170.00 (0.02%) 145.00
Increased by +85.29%
Sep 30, 23
9 Morgan Stanley - Brokerage Accounts 109.00 (0.01%) 109.00
Increased by +100.00%
Sep 30, 23
10 Financial Management Professionals Inc 71.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
11 Wells Fargo & Co 32.00 (0.00%) 0.00
Increased by 0.00%
Sep 30, 23
12 JPMorgan Chase & Co 1.00 (0.00%) 1.00
Increased by +100.00%
Sep 30, 23
13 Geode Capital Management, LLC 0.00 (0.00%) -31.06K
Decreased by N/A%
Sep 30, 23
14 Spire Wealth Management 0.00 (0.00%) -125.00
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 22.97K (2.34%) 0.00
Increased by 0.00%
Nov 30, 23
2 SSgA U.S. Extended Market Index Class I 6.90K (0.70%) 0.00
Increased by 0.00%
Sep 30, 23
3 State St US Extended Mkt Indx NL Cl C 6.90K (0.70%) 0.00
Increased by 0.00%
Nov 30, 23
4 DFA US Social Core Equity 2 Portfolio 5.50K (0.56%) 0.00
Increased by 0.00%
Oct 31, 23
5 Fidelity® Extended Market Index 4.50K (0.46%) 0.00
Increased by 0.00%
Oct 31, 23
6 Fidelity® Series Total Market Index 3.86K (0.39%) 0.00
Increased by 0.00%
Oct 31, 23
7 DFA US Core Equity 2 I 3.39K (0.35%) 0.00
Increased by 0.00%
Oct 31, 23
8 SSgA U.S. Total Market Index Strategy 2.04K (0.21%) -134.00
Decreased by -6.58%
Sep 30, 23
9 NT Ext Equity Mkt Idx Fd - L 1.44K (0.15%) 0.00
Increased by 0.00%
Sep 30, 23
10 Northern Trust Extended Eq Market Idx 1.44K (0.15%) 0.00
Increased by 0.00%
Sep 30, 23
11 Dimensional US Targeted Value ETF 1.43K (0.15%) 0.00
Increased by 0.00%
Nov 30, 23
12 Dimensional US Small Cap Value ETF 1.35K (0.14%) 0.00
Increased by 0.00%
Nov 30, 23
13 DFA US Core Equity 1 I 584.00 (0.06%) 0.00
Increased by 0.00%
Oct 31, 23
14 Spartan Extended Market Index Pool E 439.00 (0.04%) 0.00
Increased by 0.00%
Oct 31, 23
15 NT US Market Cap Idx Fd - L 290.00 (0.03%) 0.00
Increased by 0.00%
Sep 30, 23
16 Northern Trust Wilshire 5000 290.00 (0.03%) 0.00
Increased by 0.00%
Jun 30, 23
17 DFA US Vector Equity Class F 100.00 (0.01%) 0.00
Increased by 0.00%
Sep 30, 23
18 Dimensional US Sustainability Core 1 ETF 4.00 (0.00%) 0.00
Increased by 0.00%
Nov 30, 23