Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 340.6K | 6.9M | 3.2% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 252.2K | 5.1M | 2.3% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 152.7K | 3.1M | 1.4% |
| SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF | Aug 31, 2025 | 129.2K | 2.6M | 1.2% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 111.7K | 2.3M | 1.0% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 96.1K | 1.9M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 86.8K | 1.8M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 83.8K | 1.7M | 0.8% |
| EA Series Trust-EA Bridgeway Omni Small-Cap Value ETF | Sep 30, 2025 | 77.3K | 1.6M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 77.0K | 1.6M | 0.7% |
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Holders
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