| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Bank OZK | 16 | 16 | 0.06% | 0.12% | 0.20% | Q1 2014 | Q4 2017 | 16 |
| CT Financial Advisors LLC | 9 | 1 | 0.43% | 0.64% | 0.82% | Q1 2014 | Q1 2017 | 10 |
| Freedom Investment Management, Inc. | 9 | 9 | 0.01% | 0.04% | 0.05% | Q1 2016 | Q1 2018 | 9 |
| Coston, McIsaac & Partners | 3 | 3 | 0.90% | 0.99% | 1.08% | Q4 2022 | Q2 2023 | 3 |
| Community Bank, N.A. | 3 | 3 | 0.22% | 0.37% | 0.45% | Q2 2017 | Q4 2017 | 3 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
| Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
| TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
| Almanack Investment Partners, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
| FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
| Register Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| SINECERA CAPITAL, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2022 | Q4 2022 | 1 |
| Perigon Wealth Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2016 | Q1 2016 | 1 |
| DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
This page lists all the filers that currently own DFA INVT DIMENSIONS GROUP or have owned DFA INVT DIMENSIONS GROUP in the past.