| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 31,045 | 503,000 | 86.40% | ||
| 2 | MORGAN STANLEY | 1,359 | 22,000 | 3.78% | ||
| 3 | UBS Group AG | 1,113 | 18,000 | 3.09% | ||
| 4 | Patten Group, Inc. | 1,027 | 17,202 | 2.95% | ||
| 5 | Tower Research Capital LLC (TRC) | 471 | 8,000 | 1.37% | ||
| 6 | BlackRock Fund Advisors | 281 | 5,000 | 0.86% | ||
| 7 | BlackRock Investment Management, LLC | 323 | 5,000 | 0.86% | ||
| 8 | FEDERATED HERMES, INC. | 220 | 4,000 | 0.69% | ||
| 9 | BANK OF AMERICA CORP /DE/ | 22 | 0 | 0.00% | ||
| 10 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% |
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.
