Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| iShares Core S&P Midcap ETF | Jan 31, 2025 | 9.3M | 83.7M | 3.3% |
| Avantis U.S. Small Cap Value ETF | Dec 31, 2024 | 8.8M | 79.1M | 3.1% |
| Vanguard Total Stock Market Index Fund | Dec 31, 2024 | 8.2M | 73.6M | 2.9% |
| iShares Russell 2000 ETF | Dec 31, 2024 | 7.7M | 69.3M | 2.7% |
| Vanguard Small-Cap Index Fund | Dec 31, 2024 | 6.5M | 58.8M | 2.3% |
| DFA U.S. Small Cap Value Series | Oct 31, 2024 | 4.3M | 39.1M | 1.5% |
| Vanguard Small Cap Value Index Fund | Dec 31, 2024 | 4.3M | 39.0M | 1.5% |
| Vanguard Extended Market Index Fund | Dec 31, 2024 | 4.3M | 39.1M | 1.5% |
| Fidelity Small Cap Index Fund | Dec 31, 2024 | 2.9M | 25.7M | 1% |
| iShares Russell 2000 Value ETF | Dec 31, 2024 | 2.8M | 24.9M | 1.0% |
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