ADVISORS' INNER CIRCLE III-Fundamental Family Office Allocation Fund
2.06%
170.03K
$405.51K
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund
1.26%
103.98K
$247.99K
0.0%
Jun 30, 2026
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund
0.49%
40.45K
$96.47K
+47.5%
Jun 30, 2026
Fidelity Concord Street Trust-Fidelity Extended Market Index Fund
0.14%
11.53K
$27.50K
−0.5%
Aug 31, 2026
Fidelity Concord Street Trust-Fidelity Series Total Market Index Fund
0.08%
6.25K
$14.90K
0.0%
Aug 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Core Equity 2 Portfolio
0.07%
5.97K
$14.23K
0.0%
Jul 31, 2026
LINCOLN Varbl INSURANCE Prod. TRT-LVIP Dimensional U.S. Core Eqy. 2 Fd
0.05%
3.80K
$9.07K
0.0%
Jun 30, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Vector Equity Portfolio
0.05%
3.72K
$8.88K
+100.0%
Jul 31, 2026
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Social Core Eqy. 2 PORT.
0.03%
2.45K
$5.84K
+100.0%
Jul 31, 2026
Dimensional ETF Trust-Dimensional US Sustainability Core 1 ETF
0.02%
1.36K
$3.24K
0.0%
Jul 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).