| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 8,741 | 269,000 | 84.59% | ||
| 2 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1,000 | 28,000 | 8.81% | ||
| 3 | BANK OF AMERICA CORP /DE/ | 436 | 13,000 | 4.09% | ||
| 4 | UBS Group AG | 270 | 7,000 | 2.20% | ||
| 5 | ADVISOR GROUP, INC. | 41 | 1,000 | 0.31% |
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.
