| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 19 | 19 | 0.92% | 1.03% | 1.15% | Q2 2013 | Q4 2017 | 19 |
| GLENMEDE TRUST CO NA | 13 | 1 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q1 2020 | 18 |
| Garde Capital, Inc. | 13 | 13 | 0.12% | 0.39% | 0.61% | Q3 2020 | Q3 2023 | 13 |
| ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q3 2023 | 11 |
| Coston, McIsaac & Partners | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
| KARPAS STRATEGIES, LLC | 4 | 4 | 0.14% | 0.17% | 0.24% | Q1 2020 | Q4 2020 | 4 |
| FIRST BUSINESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.15% | 0.16% | 0.18% | Q2 2018 | Q4 2018 | 3 |
| Community Bank, N.A. | 3 | 3 | 0.03% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
| BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
| Perigon Wealth Management, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2016 | Q1 2016 | 1 |
| MAI Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own DFA US SUSTAINABILITY CORE 1 or have owned DFA US SUSTAINABILITY CORE 1 in the past.