Holders
Fund holders
| Name | Date reported | Shares | Value | % Held |
|---|---|---|---|---|
| Fidelity Low-Priced Stock Fund | Jul 31, 2023 | 34.7M | 4.0M | 3.3% |
| Fidelity International Small Cap Fund | Jul 31, 2023 | 22.2M | 2.5M | 2.1% |
| Fidelity Series Intrinsic Opportunities Fund | Jul 31, 2023 | 9.7M | 1.1M | 0.9% |
| Fidelity Low Priced Stock K6 Fund | Jul 31, 2023 | 4.8M | 542.8K | 0.5% |
| Pacific Select Fund-International Small Cap Portfolio | Jun 30, 2023 | 2.2M | 260.3K | 0.2% |
| DFA Emerging Markets Core Equity Portfolio | Jul 31, 2023 | 1.4M | 154.4K | 0.1% |
| DFA Emerging Markets Small Cap Series | Jul 31, 2023 | 528K | 60.2K | 0.1% |
| DFA Investment Dimensions-DFA Emerging Mkts Value | Jul 31, 2023 | 396K | 45.1K | 0.0% |
| Dimensional ETF Tr-Dimensional World ex U.S. Core Equity 2 ETF | Jul 31, 2023 | 186K | 21.2K | 0.0% |
| Segall Bryant & Hamill Emerging Markets Fd | Jun 30, 2023 | 220K | 26.2K | 0.0% |
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Holders
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Ultra plan (individual) and the Enterprise plan (business) and above.