Donnelley Financial Solutions Inc (DFIN) Ownership

44.25 ↑1.39 (3.24%)
As of August 12, 2022, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Donnelley Financial Solutions Inc (DFIN), owning a total of 5.3 million shares. Combined, the top 106 institutional holders of DFIN own 317.95% of the company with a total of 104.8 million shares.

In the latest ownership report, the top 106 institutional holders have increased their combined ownership of DFIN by 3.2 million shares, a 2.94% increase from the quarter prior.

Institution Ownership Chart

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Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc15.801%2.586%5,310,077133,8442021-06-30
BlackRock Inc15.468%4.792%5,176,233236,6852021-03-31
BlackRock Inc14.811%-5.574%4,841,999-285,8422021-12-31
American Century Companies Inc10.925%17.485%3,656,037544,1152021-03-31
American Century Companies Inc10.564%-2.892%3,550,318-105,7192021-06-30
Simcoe Capital Management, LLC10.381%0.000%3,300,00002022-03-31
Simcoe Capital Management, LLC10.094%0.000%3,300,00002021-12-31
Simcoe Capital Management, LLC9.957%0.000%3,300,00002021-09-30
Simcoe Capital Management, LLC9.861%0.000%3,300,00002021-03-31
Simcoe Capital Management, LLC9.819%0.000%3,300,00002021-06-30
American Century Companies Inc8.664%-19.114%2,871,697-678,6212021-09-30
American Century Companies Inc6.724%1.643%2,137,50934,5562022-03-31
Vanguard Group Inc6.506%7.388%2,068,295142,2862022-03-31
American Century Companies Inc6.433%-26.770%2,102,953-768,7442021-12-31
Vanguard Group Inc5.892%3.515%1,926,00965,4022021-12-31
Vanguard Group Inc5.614%-0.701%1,860,607-13,1332021-09-30
Vanguard Group Inc5.576%3.162%1,873,74057,4282021-06-30
Vanguard Group Inc5.428%-3.255%1,816,312-61,1072021-03-31
Rice Hall James & Associates, LLC4.756%78.502%1,598,198702,8592021-06-30
Rice Hall James & Associates, LLC4.720%-2.121%1,564,307-33,8912021-09-30
Dimensional Fund Advisors, Inc.4.509%-2.733%1,508,874-42,3962021-03-31
Dimensional Fund Advisors, Inc.4.421%-1.527%1,485,841-23,0332021-06-30
Rice Hall James & Associates, LLC4.338%-0.218%1,379,133-3,0152022-03-31
Dimensional Fund Advisors, Inc.4.273%-4.679%1,416,317-69,5242021-09-30
Rice Hall James & Associates, LLC4.228%-11.645%1,382,148-182,1592021-12-31
Dimensional Fund Advisors, Inc.3.908%-9.792%1,277,632-138,6852021-12-31
abrdn PLC3.597%28.447%1,143,444253,2382022-03-31
Dimensional Fund Advisors, Inc.3.541%-11.886%1,125,779-151,8532022-03-31
State Street Corporation3.200%-1.600%1,017,388-16,5412022-03-31
State Street Corporation3.163%3.408%1,033,92934,0772021-12-31
State Street Corporation3.017%0.809%999,8528,0192021-09-30
State Street Corporation2.951%10.306%991,83392,6672021-06-30
abrdn PLC2.723%0.000%890,206890,2062021-12-31
State Street Corporation2.687%4.661%899,16640,0402021-03-31
Rice Hall James & Associates, LLC2.675%0.000%895,339895,3392021-03-31
Wasatch Advisors Inc.2.657%0.000%880,749880,7492021-09-30
Wasatch Advisors Inc.2.395%11.413%761,38377,9932022-03-31
Fuller & Thaler Asset Management Inc2.146%685.150%682,319595,4162022-03-31
Wasatch Advisors Inc.2.090%-22.408%683,390-197,3592021-12-31
Loomis Sayles & Company LP1.922%-5.660%643,327-38,5952021-03-31
Amvescap Plc.1.672%135.370%546,515314,3212021-12-31
Geode Capital Management, LLC1.607%1.332%510,8726,7142022-03-31
WEDGE Capital Management, LLP1.589%-29.400%531,869-221,4872021-03-31
Geode Capital Management, LLC1.542%1.607%504,1587,9732021-12-31
Private Management Group Inc1.499%17.279%476,56270,2132022-03-31
Geode Capital Management, LLC1.497%1.270%496,1856,2222021-09-30
WEDGE Capital Management, LLP1.487%23.365%472,81889,5492022-03-31
Geode Capital Management, LLC1.458%11.425%489,96350,2392021-06-30
Private Management Group Inc1.451%-8.268%485,704-43,7802021-03-31
WEDGE Capital Management, LLP1.438%-3.350%456,977-15,8412022-06-30
Private Management Group Inc1.433%-0.822%474,866-3,9342021-09-30
Private Management Group Inc1.425%-1.421%478,800-6,9042021-06-30
Geode Capital Management, LLC1.314%2.497%439,72410,7122020-12-31
WEDGE Capital Management, LLP1.289%-18.577%433,066-98,8032021-06-30
Loomis Sayles & Company LP1.276%-33.336%428,866-214,4612021-06-30
Loomis, Sayles & Company LP1.276%-33.336%428,866-214,4612021-06-30
JPMorgan Chase & Co1.261%78.479%423,651186,2842021-06-30
JPMorgan Chase & Co1.249%4.266%396,94416,2412022-03-31
WEDGE Capital Management, LLP1.247%-4.551%413,358-19,7082021-09-30
Private Management Group Inc1.243%-14.429%406,349-68,5172021-12-31
Alberta Investment Management Corp1.221%0.000%388,16102022-03-31
Steamboat Capital Partners, LLC1.220%113.833%404,302215,2282021-09-30
Charles Schwab Investment Management Inc1.215%-6.823%406,630-29,7742021-03-31
Northern Trust Corp1.194%1.611%401,2476,3632021-06-30
Alberta Investment Management Corp1.187%0.000%388,16102021-12-31
Northern Trust Corp1.180%-16.488%394,884-77,9612021-03-31
WEDGE Capital Management, LLP1.172%-7.279%383,269-30,0892021-12-31
Alberta Investment Management Corp1.171%0.000%388,16102021-09-30
Bank of New York Mellon Corp1.168%-3.582%381,658-14,1782021-12-31
JPMorgan Chase & Co1.165%3.417%380,70312,5782021-12-31
Alberta Investment Management Corp1.160%0.000%388,16102021-03-31
Northern Trust Corp1.158%-4.326%383,889-17,3582021-09-30
Northern Trust Corp1.158%-1.389%378,557-5,3322021-12-31
Alberta Investment Management Corp1.155%0.000%388,16102021-06-30
Northern Trust Corp1.152%-3.295%366,084-12,4732022-03-31
Bank of New York Mellon Corp1.117%-7.001%354,938-26,7202022-03-31
JPMorgan Chase & Co1.111%-13.107%368,125-55,5262021-09-30
Charles Schwab Investment Management Inc1.109%-8.339%372,722-33,9082021-06-30
D. E. Shaw & Co LP1.094%-23.289%366,113-111,1512021-03-31
Bank of New York Mellon Corp1.088%11.995%365,69139,1662021-06-30
Charles Schwab Investment Management Inc1.088%0.633%345,7402,1752022-03-31
Loomis, Sayles & Company LP1.075%-16.962%356,123-72,7432021-09-30
Charles Schwab Investment Management Inc1.053%-6.388%348,912-23,8102021-09-30
Charles Schwab Investment Management Inc1.051%-1.533%343,565-5,3472021-12-31
Steamboat Capital Partners, LLC1.046%121.286%332,350182,1602022-03-31
Federated Hermes Inc1.018%1.790%323,6495,6912022-03-31
Nuveen Asset Management, LLC1.015%17.168%341,17749,9912021-06-30
NORGES BANK0.996%0.000%333,34802020-12-31
Arrowstreet Capital Limited Partnership0.979%0.000%327,54202021-03-31
Bank of New York Mellon Corp0.976%7.862%326,52523,8002021-03-31
Federated Hermes Inc0.973%0.041%317,9581312021-12-31
Connor Clark & Lunn Inv Mgmt Ltd0.971%-13.025%324,932-48,6602021-03-31
Federated Hermes Inc0.959%183.097%317,827205,5592021-09-30
Nuveen Asset Management, LLC0.953%-8.662%311,624-29,5532021-09-30
Nuveen Asset Management, LLC0.870%-1.151%291,186-3,3912021-03-31
SEI Investments Co0.855%9.065%283,24323,5422021-09-30
Parametric Portfolio Associates LLC0.853%15.484%282,72937,9082021-09-30
SEI Investments Co0.842%-1.828%250,138-4,6572022-03-31
Connor Clark & Lunn Inv Mgmt Ltd0.841%-12.972%282,781-42,1512021-06-30
Parametric Portfolio Associates LLC0.839%-3.368%273,206-9,5232021-12-31
Driehaus Capital Management LLC0.833%0.000%280,071280,0712021-03-31
D. E. Shaw & Co LP0.830%-23.805%278,961-87,1522021-06-30
Connor Clark & Lunn Inv Mgmt Ltd0.825%-3.329%273,368-9,4132021-09-30
Amvescap Plc.0.784%22.604%263,43348,5682021-03-31
SEI Investments Co0.773%45.209%259,70180,8552021-06-30
Hillsdale Investment Management Inc.0.770%-3.723%258,599-10,0002021-03-31

Mutual Fund Ownership

American Century Small Cap Value Inv is the biggest individual fund holder of Donnelley Financial Solutions Inc (DFIN), owning a total of 3.1 million shares. Combined, the top 240 mutual fund holders of DFIN own 403.25% of the company with a total of 131.8 million shares.

In the latest ownership report, the top 240 mutual funds have increased their combined ownership of DFIN by 788 thousand shares, a 0.59% increase from the quarter prior.

Mutual Funds Chart

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Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Century Small Cap Value Inv9.219%-0.484%3,085,000-15,0002021-06-30
American Century U.S. Small Cap Value9.219%-0.484%3,085,000-15,0002021-06-30
American Century Small Cap Value Inv7.367%-19.750%2,475,714-609,2862021-09-30
American Century U.S. Small Cap Value7.367%-19.750%2,475,714-609,2862021-09-30
iShares Core S&P Small-Cap ETF6.881%0.058%2,044,8471,1822022-07-29
iShares Core S&P Small-Cap ETF6.554%-0.098%2,083,628-2,0402022-04-29
iShares Core S&P Small-Cap ETF6.412%-0.058%2,087,636-1,2122022-03-31
iShares Core S&P Small-Cap ETF6.406%-0.029%2,085,668-6122022-04-28
iShares Core S&P Small-Cap ETF6.406%0.140%2,036,3322,8562022-05-31
iShares Core S&P Small-Cap ETF6.390%-0.058%2,088,848-1,2122022-03-30
iShares Core S&P Small-Cap ETF6.315%0.285%2,064,4755,8582022-02-28
iShares Core S&P Small-Cap ETF6.257%1.796%1,989,04635,0842022-06-30
iShares Core S&P Small-Cap ETF6.181%-0.196%2,048,589-4,0202022-01-31
iShares Core S&P Small-Cap ETF6.167%0.213%2,043,9124,3342021-12-29
iShares Core S&P Small-Cap ETF6.166%-0.183%2,043,548-3,7472021-12-31
iShares Core S&P Small-Cap ETF6.147%0.020%1,953,9623922022-06-29
iShares Core S&P Small-Cap ETF6.090%-0.250%2,018,378-5,0502021-11-30
iShares Core S&P Small-Cap ETF6.014%0.031%1,993,1886122021-10-29
iShares Core S&P Small-Cap ETF6.010%0.040%2,011,1387952021-06-30
iShares Core S&P Small-Cap ETF5.925%0.878%1,991,19017,3312021-07-30
iShares Core S&P Small-Cap ETF5.918%0.016%1,988,9833202021-08-31
iShares Core S&P Small-Cap ETF5.858%0.079%1,968,6641,5602021-09-30
American Century U.S. Small Cap Value5.605%2.172%1,825,00038,7932022-03-31
American Century Small Cap Value Inv5.527%0.747%1,799,54313,3362022-03-31
American Century Small Cap Value Inv5.474%-3.309%1,740,000-59,5432022-06-30
American Century U.S. Small Cap Value5.474%-4.658%1,740,000-85,0002022-06-30
American Century Small Cap Value Inv5.389%-27.851%1,786,207-689,5072021-12-31
American Century U.S. Small Cap Value5.389%-27.851%1,786,207-689,5072021-12-31
Vanguard Total Stock Mkt Idx Inv2.610%4.039%829,71432,2122022-05-31
Vanguard Total Stock Mkt Idx Inv2.514%-3.688%799,114-30,6002022-06-30
Vanguard Total Stock Mkt Idx Inv2.509%0.000%797,50202022-04-30
Vanguard Total Stock Mkt Idx Inv2.449%0.000%797,50202022-03-31
Vanguard Total Stock Mkt Idx Inv2.440%0.000%797,50202022-02-28
Vanguard Total Stock Mkt Idx Inv2.406%0.663%797,5025,2532022-01-31
Vanguard Total Stock Mkt Idx Inv2.390%0.007%792,249592021-10-31
Vanguard Total Stock Mkt Idx Inv2.390%0.000%792,24902021-11-30
Vanguard Total Stock Mkt Idx Inv2.390%0.000%792,24902021-12-31
Vanguard Total Stock Mkt Idx Inv2.365%0.044%791,5443442021-06-30
Vanguard Total Stock Mkt Idx Inv2.357%0.082%792,1906462021-09-30
Vanguard Total Stock Mkt Idx Inv2.355%0.000%791,54402021-07-31
Vanguard Total Stock Mkt Idx Inv2.355%0.000%791,54402021-08-31
Fuller & Thaler Behavioral Sm-Cp Eq R62.266%0.000%673,32102022-06-30
iShares Russell 2000 ETF2.141%-0.016%709,600-1132021-11-30
Fuller & Thaler Behavioral Sm-Cp Eq R62.118%19.771%673,321111,1492022-05-31
Fuller & Thaler Behavioral Small-Cap Eq2.118%19.771%673,321111,1492022-05-31
iShares Russell 2000 ETF2.071%-0.592%676,952-4,0322022-02-28
iShares Russell 2000 ETF2.068%-0.416%685,308-2,8602021-12-29
iShares Russell 2000 ETF2.067%0.309%685,0162,1092021-10-29
iShares Russell 2000 ETF2.059%-1.023%682,552-7,0562022-01-31
iShares Russell 2000 ETF2.055%-0.314%669,118-2,1092022-03-31
iShares Russell 2000 ETF2.055%0.170%653,2451,1102022-05-31
iShares Russell 2000 ETF2.055%0.065%681,0184402021-12-31
iShares Russell 2000 ETF2.053%-0.966%671,227-6,5492022-03-30
iShares Russell 2000 ETF2.040%-1.234%648,361-8,1032022-04-29
iShares Russell 2000 ETF2.038%1.298%605,7067,7612022-07-29
iShares Russell 2000 ETF2.022%-0.088%679,503-5982021-08-31
iShares Russell 2000 ETF2.016%0.459%656,4642,9972022-04-28
iShares Russell 2000 ETF2.006%-0.722%671,461-4,8842021-06-30
iShares Russell 2000 ETF1.983%0.279%666,4651,8532021-09-30
iShares Russell 2000 ETF1.975%-0.698%663,691-4,6622021-07-30
iShares Russell 2000 ETF1.969%1.622%625,7979,9912022-06-29
iShares Russell 2000 ETF1.964%-0.230%624,355-1,4422022-06-30
Fuller & Thaler Behavioral Sm-Cp Eq R61.768%3.365%562,17218,3002022-03-31
Fuller & Thaler Behavioral Small-Cap Eq1.768%0.000%562,17202022-03-31
Fuller & Thaler Behavioral Sm-Cp Eq R61.768%0.000%562,17202022-04-30
Fuller & Thaler Behavioral Small-Cap Eq1.727%0.000%562,172562,1722022-02-28
Fuller & Thaler Behavioral Sm-Cp Eq R61.670%0.000%543,872543,8722022-02-28
Wasatch Small Cap Value1.591%0.000%527,177527,1772021-09-30
Wasatch Small Cap Value1.584%0.000%470,55302022-06-30
Wasatch Small Cap Value1.480%11.901%470,55350,0442022-03-31
abrdn US Small Cap Equity Inst Svc1.456%28.067%462,797101,4252022-03-31
abrdn US Small Cap Equity Inst Svc1.431%-1.692%454,965-7,8322022-04-30
abrdn US Equity Small Cap1.421%28.067%462,797101,4252022-03-31
abrdn US Equity Small Cap1.390%-10.738%413,103-49,6942022-06-30
Fidelity® Small Cap Stock1.322%-0.240%442,337-1,0662021-01-31
abrdn US Small Cap Equity Inst Svc1.300%-9.201%413,103-41,8622022-06-30
Vanguard Extended Market Index Investor1.295%1.836%435,2577,8492021-07-31
Vanguard Extended Market Index Investor1.283%-0.944%431,147-4,1102021-08-31
Vanguard Extended Market Index Investor1.277%1.557%427,4086,5522021-06-30
Wasatch Small Cap Value1.269%-20.234%420,509-106,6682021-12-31
iShares S&P Small-Cap 600 Growth ETF1.238%0.517%367,7841,8902022-07-29
Vanguard Extended Market Index Investor1.233%1.407%391,9255,4382022-06-30
Vanguard Extended Market Index Investor1.216%0.113%386,4874352022-05-31
Vanguard Extended Market Index Investor1.214%-0.216%386,052-8342022-04-30
Vanguard Extended Market Index Investor1.206%0.206%399,8528212021-10-31
Vanguard Extended Market Index Investor1.196%-0.894%396,276-3,5762021-11-30
Vanguard Extended Market Index Investor1.188%1.918%386,8867,2812022-03-31
Vanguard Extended Market Index Investor1.187%-7.449%399,031-32,1162021-09-30
Aberdeen US Small Cap Equity Inst Svc1.184%72.136%392,518164,4902021-11-30
Vanguard Extended Market Index Investor1.161%1.299%379,6054,8662022-02-28
Vanguard Extended Market Index Investor1.131%1.712%374,7396,3072022-01-31
Vanguard Extended Market Index Investor1.112%-7.026%368,432-27,8442021-12-31
DFA US Small Cap I1.107%-5.101%370,287-19,9032021-05-31
abrdn US Small Cap Equity Inst Svc1.105%0.000%361,37202022-01-31
abrdn US Small Cap Equity Inst Svc1.105%0.000%361,37202022-02-28
Aberdeen US Small Cap Equity Inst Svc1.090%-7.935%361,372-31,1462021-12-31
abrdn US Equity Small Cap1.090%0.000%361,372361,3722021-12-31
Aberdeen US Small Cap Equity Inst Svc1.090%0.000%361,37202022-01-31
iShares S&P Small-Cap 600 Growth ETF1.089%0.000%346,05702022-05-31
iShares S&P Small-Cap 600 Growth ETF1.076%0.000%342,14002022-04-29
iShares S&P Small-Cap 600 Growth ETF1.051%0.000%342,14002022-04-28
DFA US Small Cap I1.049%-4.788%352,556-17,7312021-06-30
DFA US Small Cap I1.049%0.000%352,55602021-07-31
DFA US Small Cap I1.049%0.000%352,55602021-08-31
iShares S&P Small-Cap 600 Growth ETF1.047%0.000%340,95102022-03-31
iShares S&P Small-Cap 600 Growth ETF1.043%-0.111%340,951-3792022-03-30
iShares S&P Small-Cap 600 Growth ETF1.038%0.000%339,37002022-02-28
iShares S&P Small-Cap 600 Growth ETF1.032%0.000%328,04502022-06-29
iShares S&P Small-Cap 600 Growth ETF1.032%0.000%328,04502022-06-30
iShares S&P Small-Cap 600 Growth ETF1.023%0.110%338,9833712021-12-29
iShares S&P Small-Cap 600 Growth ETF1.023%0.000%338,98302021-12-31
iShares S&P Small-Cap 600 Growth ETF1.019%0.110%337,8703712022-01-31
DFA US Small Cap I0.965%0.000%286,82502022-06-30
DFA US Small Cap I0.942%-11.440%312,224-40,3322021-09-30
abrdn NA SmComs I Acc USD0.942%-0.665%279,814-1,8722022-06-30
iShares Russell 2000 Value ETF0.929%-0.249%310,911-7752021-06-30
DFA US Small Cap I0.921%-2.198%305,363-6,8612021-10-31
iShares Russell 2000 Value ETF0.903%0.000%299,36102021-11-30
DFA US Small Cap I0.902%0.000%286,82502022-03-31
DFA US Small Cap I0.902%0.000%286,82502022-04-30
DFA US Small Cap I0.902%0.000%286,82502022-05-31
iShares Russell 2000 Value ETF0.899%0.000%298,04602021-10-29
iShares Russell 2000 Value ETF0.897%0.000%297,43702021-12-29
iShares Russell 2000 Value ETF0.897%0.000%297,43702021-12-31
iShares Russell 2000 Value ETF0.894%0.000%300,52602021-09-30
iShares Russell 2000 Value ETF0.890%0.000%299,13102021-07-30
iShares Russell 2000 Value ETF0.889%0.000%294,66502022-01-31
abrdn NA SmComs I Acc USD0.886%0.963%281,6862,6882022-05-31
iShares Russell 2000 Value ETF0.883%0.000%296,65102021-08-31
DFA US Small Cap I0.881%0.000%288,13402022-01-31
iShares S&P Small-Cap 600 Value ETF0.880%-0.365%294,485-1,0782021-06-30
iShares Russell 2000 Value ETF0.879%0.000%287,27302022-02-28
abrdn NA SmComs I Acc USD0.878%8.023%278,99920,7222022-04-30
DFA US Small Cap I0.877%-0.454%286,825-1,3092022-02-28
iShares Russell 2000 Value ETF0.875%0.000%284,95902022-03-31
iShares Russell 2000 Value ETF0.872%-0.493%284,959-1,4132022-03-30
DFA US Small Cap I0.869%-5.642%288,134-17,2292021-11-30
DFA US Small Cap I0.869%0.000%288,13402021-12-31
iShares Russell 2000 Value ETF0.853%0.000%253,47702022-07-29
iShares Russell 2000 Value ETF0.846%-0.291%268,788-7852022-04-29
iShares Russell 2000 Value ETF0.828%0.000%269,57302022-04-28
iShares Russell 2000 Value ETF0.825%0.000%262,35102022-05-31
iShares Russell 2000 Value ETF0.807%0.000%256,55702022-06-29
iShares Russell 2000 Value ETF0.807%0.000%256,55702022-06-30
WEDGE Small-Mid Cap Value0.799%23.887%260,24350,1782022-03-31
WEDGE Small-Mid Cap Value0.794%-3.029%252,360-7,8832022-06-30
abrdn NA SmComs I Acc USD0.793%57.795%258,27794,5982022-03-31
iShares S&P Small-Cap 600 Value ETF0.789%0.000%265,23302021-08-31
iShares S&P Small-Cap 600 Value ETF0.786%0.484%264,1021,2722021-09-30
iShares S&P Small-Cap 600 Value ETF0.784%-0.161%263,345-4242021-07-30
iShares S&P Small-Cap 600 Value ETF0.776%0.000%257,26902021-10-29
Vanguard Tax-Managed Small Cap Adm0.773%0.493%245,8081,2062022-05-31
Vanguard Tax-Managed Small Cap Adm0.773%0.000%245,80802022-06-30
Vanguard Tax-Managed Small Cap Adm0.769%0.000%244,60202022-04-30
iShares S&P Small-Cap 600 Value ETF0.768%-0.329%254,514-8402021-11-30
American Century US Small Cap Val Eq Tr0.766%6.677%227,58814,2452022-06-30
Vanguard Tax-Managed Small Cap Adm0.751%0.000%244,60202022-03-31
Fidelity® Small Cap Index0.750%0.920%222,7432,0312022-05-31
Vanguard Tax-Managed Small Cap Adm0.748%5.360%244,60212,4432022-02-28
Loomis Sayles Small Cap Value Instl0.744%-1.053%249,033-2,6512021-04-30
Vanguard Tax-Managed Small Cap Adm0.701%0.000%232,15902021-10-31
Vanguard Tax-Managed Small Cap Adm0.701%0.000%232,15902021-11-30
Vanguard Tax-Managed Small Cap Adm0.701%0.000%232,15902021-12-31
Vanguard Tax-Managed Small Cap Adm0.701%0.000%232,15902022-01-31
DFA US Targeted Value I0.696%-0.852%232,831-2,0002021-05-31
Fidelity® Small Cap Index0.694%-0.711%220,712-1,5812022-03-31
Fidelity® Small Cap Index0.694%0.000%220,71202022-04-30
DFA US Targeted Value I0.693%0.000%232,83102021-06-30
DFA US Targeted Value I0.693%0.000%232,83102021-07-31
DFA US Targeted Value I0.693%0.000%232,83102021-08-31
Vanguard Tax-Managed Small Cap Adm0.691%1.709%232,1593,9002021-08-31
Vanguard Tax-Managed Small Cap Adm0.691%0.000%232,15902021-09-30
Aberdeen US Small Cap Equity Inst Svc0.688%0.000%228,028228,0282021-10-31
Fidelity® Small Cap Index0.683%4.499%222,2939,5702022-02-28
Invesco Dynamic Software ETF0.681%-0.694%225,669-1,5782021-12-30
Invesco Dynamic Software ETF0.681%0.000%225,66902021-12-31
Vanguard Tax-Managed Small Cap Adm0.679%1.784%228,2594,0002021-07-31
WEDGE Small-Mid Cap Value0.676%6,991.450%227,281224,0762021-09-30
American Century US Small Cap Val Eq Tr0.671%14.835%213,34327,5612022-03-31
Vanguard Tax-Managed Small Cap Adm0.670%3.508%224,2597,6002021-06-30
DFA US Targeted Value I0.670%-4.702%221,884-10,9472021-09-30
DFA US Targeted Value I0.666%-0.586%220,584-1,3002021-10-31
Fidelity® Small Cap Index0.653%0.757%219,5821,6492021-05-31
Fidelity® Small Cap Index0.653%0.000%216,31002021-08-31
Fidelity® Small Cap Index0.651%1.095%212,7232,3032022-01-31
Fidelity® Small Cap Index0.644%0.091%210,4201922021-12-31
Fidelity® Small Cap Index0.644%1.141%216,3102,4402021-07-31
Fidelity® Small Cap Index0.641%-1.778%212,465-3,8452021-09-30
Fidelity® Small Cap Index0.641%0.000%212,46502021-10-31
Invesco Dynamic Software ETF0.640%0.000%209,13502022-02-28
Fidelity® Small Cap Index0.636%-2.601%213,870-5,7122021-06-30
Fidelity® Small Cap Index0.634%-1.053%210,228-2,2372021-11-30
WEDGE Small-Mid Cap Value0.634%-7.575%210,065-17,2162021-12-31
Invesco Dynamic Software ETF0.629%-1.859%208,311-3,9452022-01-31
American Century US Small Cap Val Eq Tr0.626%-0.873%207,379-1,8272021-09-30
WEDGE Small Cap Value0.623%23.325%202,93338,3812022-03-31
American Century US Small Cap Val Eq Tr0.623%21.501%209,20637,0222021-06-30
WEDGE Small Cap Value0.613%-3.986%194,844-8,0892022-06-30
CREF Stock R10.606%-0.316%202,716-6432021-05-31
Fidelity® Small Cap Index0.601%4.415%201,2378,5082021-01-31
DFA US Targeted Value I0.599%-9.994%198,540-22,0442021-11-30
Aberdeen S NA SmComs I Acc USD0.590%2.331%195,3994,4502021-12-31
abrdn NA SmComs I Acc USD0.590%2.331%195,3994,4502021-12-31
CREF Stock R10.582%-3.536%195,548-7,1682021-06-30
abrdn NA SmComs I Acc USD0.581%-1.397%192,669-2,7302022-01-31
Fuller & Thaler Small-Cap Growth0.581%0.000%194,512194,5122020-09-30
Loomis Sayles Small Cap Value Instl0.577%-22.132%193,916-55,1172021-05-31
Aberdeen S NA SmComs I Acc USD0.576%80.739%190,94985,3002021-11-30
CREF Stock R10.575%-1.114%193,369-2,1792021-07-31
CREF Stock R10.571%-0.749%191,921-1,4482021-08-31
CREF Stock R10.570%-1.525%188,995-2,9262021-09-30
CREF Stock R10.570%0.000%188,99502021-10-31
American Century US Small Cap Val Eq Tr0.561%-10.414%185,782-21,5972021-12-31
Federated Hermes MDT Small Cap Core IS0.546%95.581%181,10888,5082021-09-30
Federated Hermes MDT SCC Institutional0.546%6.367%181,10810,8412021-12-31
Federated Hermes MDT Small Cap Core IS0.546%0.000%181,10802021-12-31
DFA US Targeted Value I0.544%0.000%177,91802022-01-31
CREF Stock R10.539%-5.473%178,651-10,3442021-11-30
WEDGE Small Cap Value0.536%4,096.850%180,003175,7142021-09-30
American Century US Small Cap Val Eq Tr0.515%30.014%172,18439,7492021-03-31
Federated Hermes MDT SCC Institutional0.514%72.637%170,26771,6402021-09-30
iShares S&P Small-Cap 600 Growth ETF0.512%0.312%171,4815342021-06-30
Hillsdale US Small Cap Eq Fund Srs A U$0.512%0.000%171,22602021-06-30
iShares S&P Small-Cap 600 Growth ETF0.510%0.000%171,31602021-08-31
iShares S&P Small-Cap 600 Growth ETF0.503%0.849%169,1671,4242021-07-30
WEDGE Small Cap Value0.503%-8.584%164,552-15,4512021-12-31
iShares S&P Small-Cap 600 Growth ETF0.501%0.000%168,31602021-09-30
abrdn NA SmComs I Acc USD0.501%-15.047%163,679-28,9902022-02-28
Principal SmallCap S&P 600 Idx SP0.493%1.368%164,9682,2262021-06-30
Principal SmallCap S&P 600 Idx SP0.491%0.000%164,96802021-07-31
Principal SmallCap S&P 600 Idx SP0.491%0.000%164,96802021-08-31
Principal SmallCap S&P 600 Idx SP0.482%-1.821%161,964-3,0042021-09-30
Hillsdale US Small Cap Eq Fund Srs A U$0.480%-5.840%161,226-10,0002021-09-30
Fidelity® Extended Market Index0.470%1.878%158,0522,9132021-06-30
Fidelity® Extended Market Index0.470%0.000%158,05202021-07-31
Fidelity® Extended Market Index0.470%0.000%158,05202021-08-31
Loomis Sayles Small Cap Value Instl0.469%-18.660%157,732-36,1842021-06-30
DFA US Micro Cap I0.454%0.000%152,39802021-06-30
DFA US Micro Cap I0.454%0.000%152,39802021-07-31
DFA US Micro Cap I0.454%0.000%152,39802021-08-31

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