Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 745.8K | 1.1M | 2.7% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 418.5K | 627.7K | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 328.8K | 493.3K | 1.2% |
| ROYCE MICRO-CAP TRUST, INC. | Sep 30, 2025 | 315.0K | 472.5K | 1.1% |
| ROYCE FUND-Royce Micro-Cap Fund | Sep 30, 2025 | 293.4K | 440.1K | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 250.0K | 375.0K | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 214.2K | 321.3K | 0.8% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Sep 30, 2025 | 190.6K | 285.9K | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 170.4K | 255.6K | 0.6% |
| ROYCE CAPITAL FUND-Royce Capital Fund - Micro-Cap Portfolio | Sep 30, 2025 | 129.8K | 194.6K | 0.5% |
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