Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 233.6K | 3.9M | 1.8% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 186.7K | 3.1M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 94.9K | 1.6M | 0.8% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 89.3K | 1.5M | 0.7% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 87.2K | 1.4M | 0.7% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 77.5K | 1.3M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 74.7K | 1.2M | 0.6% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 69.7K | 1.2M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Micro Cap Portfolio | Jul 31, 2025 | 53.4K | 886.0K | 0.4% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Portfolio | Jul 31, 2025 | 50.4K | 836.7K | 0.4% |
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Holders
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