Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| DFA U.S. Small Cap Value Series | Jan 31, 2018 | 1.7M | 64.7M | 3.3% |
| iShares Core S&P Midcap ETF | Jun 30, 2018 | 1.3M | 49.5M | 2.7% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2017 | 1.2M | 50.6M | 2.4% |
| Vanguard Small-Cap Index Fund | Dec 31, 2017 | 1.2M | 50.3M | 2.4% |
| Fidelity Low-Priced Stock Fund | Apr 30, 2018 | 1.2M | 43.6M | 2.3% |
| iShares Russell 2000 ETF | Jun 30, 2018 | 1.1M | 39.6M | 2.1% |
| American Beacon Small Cap Value Fd | May 31, 2018 | 871.8K | 33.4M | 1.7% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2017 | 762.1K | 31.4M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2017 | 654.7K | 26.9M | 1.3% |
| DFA U.S. Targeted Value Portfolio | Jan 31, 2018 | 626.2K | 24.5M | 1.2% |
Access
Holders
data via our API — starting from the
Ultra plan (individual) and the Enterprise plan (business) and above.