Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Datum One Series Trust-BRANDES INTERNATIONAL SMALL CAP EQUITY FUND | Sep 30, 2025 | 1.3M | 10.1M | 1.1% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 769.6K | 6.2M | 0.7% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 505.3K | 4.0M | 0.4% |
| DFA INVESTMENT TRUST CO-The Canadian Small Company Series | Jul 31, 2025 | 490.5K | 3.9M | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 370.4K | 3.0M | 0.3% |
| SCHWAB STRATEGIC TRT-Schwab Fd.amental Intl Small Eqy. ETF | Aug 31, 2025 | 273.7K | 2.2M | 0.2% |
| Datum One Series Trust-BRANDES SMALL CAP VALUE FUND | Sep 30, 2025 | 242.7K | 1.9M | 0.2% |
| VANGUARD Intl Eqy. INDEX Fd.S-Vanguard FTSE All-World ex-US Small-Cap | Jul 31, 2025 | 188.7K | 1.5M | 0.2% |
| IVY FUNDS-Macquarie Natural Resources Fund | Sep 30, 2025 | 184.2K | 1.5M | 0.2% |
| FlexShares TRT-FlexShares Morningstar Global Upstream Natural Resource | Oct 31, 2025 | 167.6K | 1.3M | 0.1% |
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