Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Jul 31, 2023 | 132.3K | 4.4M | 0.5% |
| DFA Continental Small Company Series | Jul 31, 2023 | 67.1K | 2.2M | 0.3% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 44.8K | 1.5M | 0.2% |
| Fidelity Low Priced Stock K6 Fund | Jul 31, 2023 | 13.8K | 453.8K | 0.1% |
| DFA International Vector Equity Port | Jul 31, 2023 | 7.0K | 230.5K | 0.0% |
| Dimensional ETF Tr-Dimensional World ex U.S. Core Equity 2 ETF | Jul 31, 2023 | 6.8K | 225.6K | 0.0% |
| DFA International Sustainability Core 1 Portfolio | Jul 31, 2023 | 4.9K | 161.0K | 0.0% |
| Brighthouse Fds Tr II-BH/Dimensional International Small Co Port | Jun 30, 2023 | 3.4K | 108.0K | 0.0% |
| DFA Investment Dimensions-World Ex U.S. Core Equity Port | Jul 31, 2023 | 3.4K | 111.8K | 0.0% |
| John Hancock Fds II-International Small Company Fund | Aug 31, 2023 | 3.0K | 98.1K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.