Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Dividend Growth Fund | Nov 30, 2022 | 1.1M | 8.8M | 5.1% |
| Fidelity Advisor Dividend Growth Fund | Nov 30, 2022 | 202.6K | 1.6M | 0.9% |
| Old Westbury Small & Mid Cap Strategies Fund | Oct 31, 2022 | 84.2K | 652.9K | 0.4% |
| DFA Continental Small Company Series | Oct 31, 2022 | 65.2K | 505.6K | 0.3% |
| DFA International Core Equity Portfolio | Oct 31, 2022 | 50.1K | 388.5K | 0.2% |
| DFA International Small Cap Value Portfolio | Oct 31, 2022 | 41.2K | 319.5K | 0.2% |
| DFA International Vector Equity Port | Oct 31, 2022 | 13.4K | 104.2K | 0.1% |
| Dimensional ETF Tr-Dimensional International Small Cap ETF | Oct 31, 2022 | 14.3K | 111.0K | 0.1% |
| Dimensional ETF Tr-Dimensional World ex U.S. Core Equity 2 ETF | Oct 31, 2022 | 6.8K | 52.8K | 0.0% |
| Dimensional ETF Tr-Dimensional International Core Equity 2 ETF | Oct 31, 2022 | 5.4K | 41.9K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.