| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ALBION FINANCIAL GROUP /UT | 27 | 27 | 0.07% | 0.13% | 0.18% | Q1 2014 | Q3 2020 | 27 |
| Coston, McIsaac & Partners | 3 | 3 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q2 2023 | 3 |
| WealthPLAN Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
This page lists all the filers that currently own DFA Intermediate Term Extended or have owned DFA Intermediate Term Extended in the past.