| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CT Financial Advisors LLC | 9 | 1 | 0.12% | 0.14% | 0.14% | Q1 2014 | Q1 2017 | 10 |
| Coston, McIsaac & Partners | 3 | 3 | 0.45% | 0.51% | 0.55% | Q4 2022 | Q2 2023 | 3 |
| Community Bank, N.A. | 3 | 3 | 0.20% | 0.36% | 0.44% | Q2 2017 | Q4 2017 | 3 |
| FIRST INTERSTATE BANK | 2 | 2 | 0.77% | 0.82% | 0.88% | Q1 2015 | Q2 2015 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.24% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
| Wealth Quarterback LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
This page lists all the filers that currently own DFA INFLATION PROTECTED SEC PORT or have owned DFA INFLATION PROTECTED SEC PORT in the past.