Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2026 | 28.0K | 523.5K | 0.2% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2026 | 28.7K | 536.3K | 0.2% |
| Brighthouse Fd.s TRT II-Brighthouse/Dimensional Intl Small Company POR | Jun 30, 2026 | 1.4K | 25.8K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Vector Eqy. PORT. | Jul 31, 2026 | 1.3K | 25.0K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Sustainability Core 1 PORT. | Jul 31, 2026 | 1.9K | 35.1K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-World ex U.S. Core Eqy. PORT. | Jul 31, 2026 | 2.5K | 47.0K | 0.0% |
| Dimensional ETF Trust-Dimensional World ex U.S. Core Equity 2 ETF | Jul 31, 2026 | 2.3K | 42.8K | 0.0% |
| Dimensional ETF Trust-Dimensional International Core Equity 2 ETF | Jul 31, 2026 | 1.0K | 19.1K | 0.0% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Social Core Eqy. PORT. | Jul 31, 2026 | 1.0K | 19.0K | 0.0% |
| LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional Intl Core Eqy. Fd. | Jun 30, 2026 | 814 | 15.2K | 0 |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.