Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 322.2K | 7.9M | 3.3% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 220.4K | 5.2M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 203.9K | 5.4M | 2.1% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 140.7K | 3.3M | 1.5% |
| DFA U.S. Small Cap Series | Jan 31, 2018 | 88.5K | 2.2M | 0.9% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 69.2K | 1.7M | 0.7% |
| iShares Russell 2000 Growth ETF | Jun 30, 2018 | 67.3K | 1.8M | 0.7% |
| DFA U.S. Micro Cap Series | Jan 31, 2018 | 60.6K | 1.5M | 0.6% |
| Fidelity Extended Market Index Fund | Jun 30, 2018 | 40.8K | 1.1M | 0.4% |
| DFA Tax Managed U.S. Targeted Value Port | Jan 31, 2018 | 40.2K | 981.1K | 0.4% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.