Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CT Financial Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 6 |
First American Bank | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Coston, McIsaac & Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
WealthPLAN Partners, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q2 2016 | 2 |
Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2023 | Q2 2023 | 2 |
This page lists all the filers that currently own DFA WORLD EX US GOVT FIXED INCOME INSTL or have owned DFA WORLD EX US GOVT FIXED INCOME INSTL in the past.