| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| GREAT LAKES ADVISORS, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 9 |
| STEWART & PATTEN CO LLC | 5 | 2 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q4 2016 | 7 |
| ROWLANDMILLER & PARTNERS.ADV | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 5 |
| Ellevest, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
This page lists all the filers that currently own DFA Tax Mgd US Equity or have owned DFA Tax Mgd US Equity in the past.