| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 8,741 | 222,000 | 77.62% | ||
| 2 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,000 | 25,000 | 8.74% | ||
| 3 | UBS Group AG | 976 | 25,000 | 8.74% | ||
| 4 | BANK OF AMERICA CORP /DE/ | 436 | 11,000 | 3.85% | ||
| 5 | Tower Research Capital LLC (TRC) | 97 | 2,000 | 0.70% | ||
| 6 | ADVISOR GROUP, INC. | 41 | 1,000 | 0.35% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
