| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| RNC CAPITAL MANAGEMENT LLC | 41 | 41 | 0.23% | 0.45% | 0.88% | Q2 2013 | Q2 2023 | 41 |
| ALBION FINANCIAL GROUP /UT | 27 | 27 | 0.02% | 0.11% | 0.15% | Q1 2014 | Q3 2020 | 27 |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 19 | 19 | 2.48% | 2.90% | 3.49% | Q2 2013 | Q4 2017 | 19 |
| Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
| Summit Global Investments | 2 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 3 |
| Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q3 2019 | 2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.06% | 0.14% | 0.23% | Q1 2023 | Q2 2023 | 2 |
| C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2019 | Q2 2019 | 1 |
This page lists all the filers that currently own DFA US TARGETED VALUE PORT or have owned DFA US TARGETED VALUE PORT in the past.