Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Dodge & Cox Funds-Dodge & Cox International Stock Fund | Sep 30, 2025 | 4.6M | 43.9M | 2.6% |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | Sep 30, 2025 | 2.6M | 24.4M | 1.5% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | Jul 31, 2025 | 2.0M | 19.1M | 1.2% |
| PUTNAM FOCUSED INTERNATIONAL EQUITY FUND | Jul 31, 2025 | 1.8M | 17.5M | 1.1% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | Sep 30, 2025 | 1.6M | 15.2M | 0.9% |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | Jul 31, 2025 | 1.2M | 11.0M | 0.7% |
| TRANSAMERICA FUNDS-Transamerica Mid Cap Value Opportunities | Jul 31, 2025 | 1.1M | 10.0M | 0.6% |
| Dimensional ETF Trust-Dimensional U.S. Targeted Value ETF | Jul 31, 2025 | 972.2K | 9.3M | 0.6% |
| iShares Trust-iShares U.S. Telecommunications ETF | Sep 30, 2025 | 880.3K | 8.4M | 0.5% |
| Putnam Investment Fd.s-Putnam Intl Capital Opportunities Fd. | Aug 31, 2025 | 746K | 7.1M | 0.4% |
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