Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| AIM Sector Funds (Invesco Sector Funds)-INVESCO SMALL CAP VALUE FUND | Jul 31, 2025 | 1.2M | 106.9M | 1.5% |
| VANGUARD STAR FUNDS-Vanguard Total International Stock Index Fund | Jul 31, 2025 | 937.6K | 84.7M | 1.2% |
| Goldman Sachs TRT-Goldman Sachs Intl Small Cap Insights Fd. | Jul 31, 2025 | 622.2K | 56.2M | 0.8% |
| VANGUARD TAX-MANAGED FUNDS-Vanguard Developed Markets Index Fund | Sep 30, 2025 | 595.5K | 53.8M | 0.8% |
| iShares Trust-iShares Core MSCI EAFE ETF | Sep 30, 2025 | 459.3K | 41.5M | 0.6% |
| DFA INVESTMENT TRUST CO-The Continental Small Company Series | Jul 31, 2025 | 433.8K | 39.2M | 0.6% |
| DFA INVESTMENT DIMENSIONS GROUP INC-Intl Core Eqy. 2 PORT. | Jul 31, 2025 | 363.5K | 32.8M | 0.5% |
| Victory Portfolios-Victory Trivalent International Small-Cap Fund | Sep 30, 2025 | 354.7K | 32.0M | 0.5% |
| HARRIS ASSOCIATES INVESTMENT TRT-Oakmark Intl Small Cap Fd. | Sep 30, 2025 | 255.2K | 23.0M | 0.3% |
| iShares Trust-iShares MSCI EAFE Small-Cap ETF | Sep 30, 2025 | 219.5K | 19.8M | 0.3% |
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