Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 5.9M | 16.3M | 1.5% |
| Vanguard International Stock Index-Total Intl Stock Indx | Jul 31, 2023 | 5.0M | 13.8M | 1.3% |
| Vanguard Tax Managed Fund-Vanguard Developed Markets Index Fund | Jun 30, 2023 | 3.0M | 8.2M | 0.8% |
| DFA Asia Pacific Small Company Series | Jul 31, 2023 | 2.3M | 6.3M | 0.6% |
| Heartland Value Fund | Jun 30, 2023 | 2M | 5.5M | 0.5% |
| iShares Core MSCI EAFE ETF | Sep 30, 2023 | 1.9M | 5.2M | 0.5% |
| College Retirement Equities Fund-Stock Account | Jun 30, 2023 | 1.6M | 4.4M | 0.4% |
| iShares MSCI EAFE Small Cap ETF | Aug 31, 2023 | 1.6M | 4.3M | 0.4% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 1.6M | 4.3M | 0.4% |
| Old Westbury Small & Mid Cap Strategies Fund | Jul 31, 2023 | 1.3M | 3.7M | 0.3% |
Access
Holders
data via our API — starting from the
Ultra plan.