| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| ALBION FINANCIAL GROUP /UT | 27 | 27 | 0.09% | 0.16% | 0.22% | Q1 2014 | Q3 2020 | 27 |
| Coston, McIsaac & Partners | 3 | 3 | 0.35% | 0.41% | 0.45% | Q4 2022 | Q2 2023 | 3 |
| Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
| True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
| Perigon Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
This page lists all the filers that currently own DFA Short Term Extended Qualit or have owned DFA Short Term Extended Qualit in the past.