| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 19 | 19 | 1.08% | 1.16% | 1.34% | Q2 2013 | Q4 2017 | 19 |
| Coston, McIsaac & Partners | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
| Almanack Investment Partners, LLC. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q2 2022 | 4 |
| Community Bank, N.A. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2017 | Q4 2017 | 3 |
| Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.32% | 0.36% | 0.41% | Q3 2019 | Q4 2019 | 2 |
| GLENMEDE TRUST CO NA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
This page lists all the filers that currently own DFA SOCIAL CORE EQUITY 2 or have owned DFA SOCIAL CORE EQUITY 2 in the past.