Titelia

Funds holding Waterstone Financial Inc

143 funds declare a position · 32 ETFs and 111 other funds · 71.7M $ · US94188P1012

Each line carries its report date.

FundSharesValueWeight
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 524,1489.5M $0.00 %as of Mar 31, 2026 · Original filing
iShares Russell 2000 ETF iShares Trust 377,1766.8M $0.01 %as of Mar 31, 2026 · Original filing
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 270,1414.9M $0.03 %as of Apr 30, 2026 · Original filing
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 193,8593.5M $0.02 %as of Apr 30, 2026 · Original filing
Avantis U.S. Small Cap Value ETF American Century ETF Trust 187,4023.3M $0.01 %as of Feb 28, 2026 · Original filing
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 177,6103.2M $0.02 %as of Apr 30, 2026 · Original filing
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 162,6162.9M $0.00 %as of Mar 31, 2026 · Original filing
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 151,2022.7M $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell 2000 Value ETF iShares Trust 131,2412.4M $0.02 %as of Mar 31, 2026 · Original filing
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 130,7322.4M $0.03 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 121,3112.2M $0.02 %as of Apr 30, 2026 · Original filing
Dimensional US Small Cap Value ETF Dimensional ETF Trust 92,6481.7M $0.02 %as of Apr 30, 2026 · Original filing
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 78,5661.4M $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 75,4711.3M $0.01 %as of Feb 28, 2026 · Original filing
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 72,1701.3M $0.01 %as of Feb 28, 2026 · Original filing
Fidelity Enhanced Small Cap ETF Fidelity Covington Trust 65,5011.2M $0.03 %as of Mar 31, 2026 · Original filing
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 62,3201.1M $0.01 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 60,1001.1M $0.00 %as of Apr 30, 2026 · Original filing
TETON Westwood Mighty Mites Fund Teton Westwood Funds 59,0001.1M $0.59 %as of Mar 31, 2026 · Original filing
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 53,839970.7K $0.00 %as of Mar 31, 2026 · Original filing
Omni Small-Cap Value Fund Bridgeway Funds, Inc. 44,500802.3K $0.07 %as of Mar 31, 2026 · Original filing
iShares Micro-Cap ETF iShares Trust 38,518694.5K $0.06 %as of Mar 31, 2026 · Original filing
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 38,477693.4K $0.00 %as of Apr 30, 2026 · Original filing
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 33,378601.5K $0.00 %as of Apr 30, 2026 · Original filing
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 33,278599.7K $0.01 %as of Apr 30, 2026 · Original filing
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 32,647588.6K $0.48 %as of Mar 31, 2026 · Original filing
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 32,446585K $0.22 %as of Mar 31, 2026 · Original filing
Fidelity Total Market Index Fund Fidelity Concord Street Trust 32,484578.5K $0.00 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 27,089482.5K $0.02 %as of Feb 28, 2026 · Original filing
Master Small Cap Index Series Quantitative Master Series LLC 26,185472.1K $0.01 %as of Mar 31, 2026 · Original filing
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 24,695439.8K $0.00 %as of Feb 28, 2026 · Original filing
Diversified Equity Master Portfolio Master Investment Portfolio 24,206436.4K $0.01 %as of Mar 31, 2026 · Original filing
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 22,327397.6K $0.04 %as of Feb 28, 2026 · Original filing
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 21,757392.1K $0.01 %as of Apr 30, 2026 · Original filing
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 20,699368.6K $0.00 %as of Feb 28, 2026 · Original filing
Nuveen Equity Index Fund TIAA-CREF Funds 19,798356.8K $0.00 %as of Apr 30, 2026 · Original filing
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 18,992342.4K $0.02 %as of Mar 31, 2026 · Original filing
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 18,158327.4K $0.01 %as of Mar 31, 2026 · Original filing
AUER GROWTH Unified Series Trust 18,000320.6K $0.44 %as of Feb 28, 2026 · Original filing
Ultra-Small Company Fund Bridgeway Funds, Inc. 16,646300.1K $0.35 %as of Mar 31, 2026 · Original filing
Fidelity Nasdaq Composite Index Fund Fidelity Concord Street Trust 16,815299.5K $0.00 %as of Feb 28, 2026 · Original filing
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 15,874286K $0.00 %as of Apr 30, 2026 · Original filing
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 15,806285K $0.05 %as of Mar 31, 2026 · Original filing
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 15,709283.1K $0.01 %as of Apr 30, 2026 · Original filing
EQ/Small Company Index Portfolio EQ Advisors Trust 14,720265.4K $0.02 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Dividend Fund WisdomTree Trust 14,656264.2K $0.01 %as of Mar 31, 2026 · Original filing
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 12,011216.6K $0.00 %as of Mar 31, 2026 · Original filing
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,818213K $0.03 %as of Apr 30, 2026 · Original filing
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 11,473204.3K $0.02 %as of Feb 28, 2026 · Original filing
WisdomTree U.S. High Dividend Fund WisdomTree Trust 11,241202.7K $0.01 %as of Mar 31, 2026 · Original filing
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 11,312201.5K $0.00 %as of Feb 28, 2026 · Original filing
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 10,380187.2K $0.01 %as of Mar 31, 2026 · Original filing
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 9,456170.5K $0.00 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 8,901160.4K $0.00 %as of Apr 30, 2026 · Original filing
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 8,861159.7K $0.00 %as of Apr 30, 2026 · Original filing
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 8,395151.3K $0.01 %as of Apr 30, 2026 · Original filing
iShares Russell 3000 ETF iShares Trust 8,369150.9K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund Northern Funds 7,567136.4K $0.01 %as of Mar 31, 2026 · Original filing
Global X Russell 2000 ETF GLOBAL X FUNDS 6,687120.5K $0.01 %as of Apr 30, 2026 · Original filing
First Trust NASDAQ ABA Community Bank Index Fund First Trust Exchange-Traded Fund 6,473116.7K $0.16 %as of Mar 31, 2026 · Original filing
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 6,437116.1K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Index Fund VALIC Co I 6,400114K $0.01 %as of Feb 28, 2026 · Original filing
Avantis U.S. Small Cap Value Fund American Century ETF Trust 5,837104K $0.01 %as of Feb 28, 2026 · Original filing
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 5,10092K $0.00 %as of Mar 31, 2026 · Original filing
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 5,07291.4K $0.01 %as of Mar 31, 2026 · Original filing
WisdomTree U.S. SmallCap Fund WisdomTree Trust 4,85487.5K $0.01 %as of Mar 31, 2026 · Original filing
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 4,77086K $0.00 %as of Mar 31, 2026 · Original filing
Longboard Fund NORTHERN LIGHTS FUND TRUST II 4,79885.5K $0.08 %as of Feb 28, 2026 · Original filing
JNL/DFA U.S. Small Cap Fund JNL Series Trust 4,43479.9K $0.01 %as of Mar 31, 2026 · Original filing
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 4,42079.7K $0.01 %as of Mar 31, 2026 · Original filing
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 4,44779.2K $0.03 %as of Feb 28, 2026 · Original filing
Venerable US Small Cap Fund Venerable Variable Insurance Trust 4,24976.6K $0.06 %as of Mar 31, 2026 · Original filing
Avantis U.S. Equity ETF American Century ETF Trust 4,08272.7K $0.00 %as of Feb 28, 2026 · Original filing
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 4,01772.4K $0.00 %as of Mar 31, 2026 · Original filing
Small-Cap Value Portfolio PACIFIC SELECT FUND 3,99972.1K $0.02 %as of Mar 31, 2026 · Original filing
Small-Cap Index Portfolio PACIFIC SELECT FUND 3,98271.8K $0.01 %as of Mar 31, 2026 · Original filing
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 3,92970.8K $0.01 %as of Apr 30, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,92570.8K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,88970.1K $0.04 %as of Mar 31, 2026 · Original filing
AST Small-Cap Equity Portfolio Advanced Series Trust 3,36160.6K $0.00 %as of Mar 31, 2026 · Original filing
JNL/DFA U.S. Core Equity Fund JNL Series Trust 3,26458.8K $0.00 %as of Mar 31, 2026 · Original filing
Small Cap Core Fund Northern Funds 3,18757.5K $0.02 %as of Mar 31, 2026 · Original filing
Dimensional US Core Equity Market ETF Dimensional ETF Trust 3,09855.8K $0.00 %as of Apr 30, 2026 · Original filing
Small Cap Index Trust John Hancock Variable Insurance Trust 3,09355.8K $0.01 %as of Mar 31, 2026 · Original filing
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 2,96653.5K $0.02 %as of Mar 31, 2026 · Original filing
Vericimetry U.S. Small Cap Value Fund VERICIMETRY FUNDS 2,91452.5K $0.03 %as of Mar 31, 2026 · Original filing
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 2,84151.2K $0.01 %as of Mar 31, 2026 · Original filing
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,79050.3K $0.00 %as of Apr 30, 2026 · Original filing
1290 VT Micro Cap Portfolio EQ Advisors Trust 2,67948.3K $0.03 %as of Mar 31, 2026 · Original filing
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,62647.3K $0.01 %as of Mar 31, 2026 · Original filing
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 2,60246.9K $0.00 %as of Apr 30, 2026 · Original filing
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 2,60046.3K $0.00 %as of Feb 28, 2026 · Original filing
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 2,45644.3K $0.01 %as of Mar 31, 2026 · Original filing
1290 VT Small Cap Value Portfolio EQ Advisors Trust 2,24240.4K $0.01 %as of Mar 31, 2026 · Original filing
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 2,10437.9K $0.01 %as of Mar 31, 2026 · Original filing
GMO U.S. Small Cap Value Fund GMO TRUST 2,03936.3K $0.08 %as of Feb 28, 2026 · Original filing
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 1,89634.2K $0.01 %as of Mar 31, 2026 · Original filing
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 1,81932.8K $0.01 %as of Apr 30, 2026 · Original filing
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 1,76731.8K $0.00 %as of Apr 30, 2026 · Original filing
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 1,73631.3K $0.01 %as of Mar 31, 2026 · Original filing