Datum One Series Trust-BRANDES SMALL CAP VALUE FUND
3.05%
1.06M
$2.87M
+24.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
2.54%
881.52K
$2.39M
−10.0%
Jun 30, 2026
SCHWAB STRATEGIC TRUST-Schwab Fundamental U.S. Small Company ETF
1.90%
659.00K
$1.79M
−27.8%
May 31, 2026
American Century ETF Trust-Avantis U.S. Small Cap Value ETF
1.18%
410.17K
$1.11M
−35.3%
Aug 31, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
1.17%
404.39K
$1.10M
+14.9%
Jun 30, 2026
Series Portfolios Trust-Palm Valley Capital Fund
0.82%
285.60K
$775.41K
−26.2%
Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio
0.61%
212.65K
$577.34K
−30.7%
Jul 31, 2026
NORTHERN LIGHTS FUND TRUST II-North Star Dividend Fund
0.58%
200.00K
$543.00K
0.0%
May 31, 2026
WisdomTree Trust-WisdomTree U.S. SmallCap Dividend Fund
0.53%
182.32K
$495.00K
+1.1%
Aug 31, 2026
RBB Fund, Inc.-Adara Smaller Companies Fund
0.52%
179.18K
$486.47K
0.0%
Aug 31, 2026
Institutions report quarterly, up to 45 days after the quarter ends, so these positions can be months old. Change compares the share count with the holder's previous filing. Insider transactions are on the overview page (INSD).