Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | Sep 30, 2025 | 793.2K | 9.7M | 2.3% |
| iShares Trust-iShares Russell 2000 ETF | Sep 30, 2025 | 721.7K | 8.8M | 2.1% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 494.1K | 6.0M | 1.5% |
| Columbia Funds Series Trust I-Columbia Small Cap Value Fund I | Jul 31, 2025 | 451.9K | 5.5M | 1.3% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 420.2K | 5.1M | 1.2% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 296.8K | 3.6M | 0.9% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 289.0K | 3.5M | 0.9% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | Sep 30, 2025 | 260.0K | 3.2M | 0.8% |
| iShares Trust-iShares Russell 2000 Value ETF | Sep 30, 2025 | 234.4K | 2.9M | 0.7% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 208.8K | 2.5M | 0.6% |
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