Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AMG Yacktman Special Opportunities Fd | Jun 30, 2023 | 537.7K | 2.1M | 1.6% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 27.7K | 122.6K | 0.1% |
| Old Westbury Small & Mid Cap Strategies Fund | Jul 31, 2023 | 22.4K | 99.3K | 0.1% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 18.5K | 82.2K | 0.1% |
| DFA International Vector Equity Port | Jul 31, 2023 | 6.5K | 29.0K | 0.0% |
| DFA Investment Dimensions-DFA World Ex U.S. Targeted Value Port | Jul 31, 2023 | 7.0K | 31.2K | 0.0% |
| DFA Investment Dimensions-World Ex U.S. Core Equity Port | Jul 31, 2023 | 3.3K | 14.8K | 0.0% |
| Lincoln VIP Tr-Dimensional International Core Equity Fd | Jun 30, 2023 | 2.4K | 9.6K | 0.0% |
| SEI Institutional Investment Tr-Screened World Equity Ex-U.S. Fd | Sep 30, 2023 | 3.0K | 13.0K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.