Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Jul 31, 2023 | 160.8K | 241.1M | 1.3% |
| DFA International Small Cap Value Portfolio | Jul 31, 2023 | 90.9K | 136.4M | 0.8% |
| DFA Japanese Small Company Series | Jul 31, 2023 | 63.2K | 94.8M | 0.5% |
| DFA International Core Equity Portfolio | Jul 31, 2023 | 34.9K | 52.4M | 0.3% |
| Fidelity Low Priced Stock K6 Fund | Jul 31, 2023 | 18.2K | 27.4M | 0.2% |
| DFA International Vector Equity Port | Jul 31, 2023 | 5.7K | 8.6M | 0.1% |
| SEI Institutional Investment Tr-World Equity Ex-U.S. Fd | Sep 30, 2023 | 4.5K | 7.5M | 0.0% |
| DFA Investment Dimensions-World Ex U.S. Core Equity Port | Jul 31, 2023 | 4.4K | 6.6M | 0.0% |
| SEI Institutional Managed Tr-Global Managed Volatility Fund | Sep 30, 2023 | 3.9K | 6.5M | 0.0% |
| John Hancock Fds II-International Small Company Fund | Aug 31, 2023 | 2.9K | 4.5M | 0.0% |
Access
Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.