| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| TRUST DEPARTMENT MB FINANCIAL BANK N A | 19 | 1 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2018 | 20 |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 19 | 19 | 0.65% | 0.93% | 1.27% | Q2 2013 | Q4 2017 | 19 |
| Garde Capital, Inc. | 12 | 12 | 0.04% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
| CT Financial Advisors LLC | 9 | 1 | 0.17% | 0.38% | 0.56% | Q1 2014 | Q1 2017 | 10 |
| CCM INVESTMENT ADVISERS LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2016 | 7 |
| RNC CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.33% | 0.82% | Q2 2013 | Q1 2017 | 5 |
| Coston, McIsaac & Partners | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
| Diversified Trust Co | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 4 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2022 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.46% | 0.50% | 0.54% | Q1 2017 | Q3 2017 | 3 |
| Community Bank, N.A. | 3 | 3 | 0.27% | 0.35% | 0.40% | Q2 2017 | Q4 2017 | 3 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.18% | 0.46% | 0.65% | Q1 2023 | Q3 2023 | 3 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| APPLETON PARTNERS INC/MA | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
| Vigilant Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q4 2017 | 2 |
| True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
| TUCKER ASSET MANAGEMENT LLC | 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 |
| Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
| Perigon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
| Financial Gravity Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
This page lists all the filers that currently own DFA Real Estate Securities Portfolio or have owned DFA Real Estate Securities Portfolio in the past.