| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| Almanack Investment Partners, LLC. | 5 | 1 | 0.03% | 0.05% | 0.08% | Q1 2017 | Q4 2020 | 9 |
| Coston, McIsaac & Partners | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2024 | 8 |
| ZEVIN ASSET MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
| DOWLING & YAHNKE LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q1 2014 | 2 |
| ROWLANDMILLER & PARTNERS.ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
This page lists all the filers that currently own Domini Social Equity FD or have owned Domini Social Equity FD in the past.