| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CT Financial Advisors LLC | 9 | 1 | 0.90% | 1.05% | 1.32% | Q1 2014 | Q1 2017 | 10 |
| Coston, McIsaac & Partners | 8 | 8 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q2 2024 | 8 |
| Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.02% | 0.04% | 0.07% | Q1 2023 | Q4 2023 | 4 |
| CCM INVESTMENT ADVISERS LLC | 2 | 1 | 0.05% | 0.12% | 0.25% | Q2 2013 | Q2 2016 | 3 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
| Bull Oak Capital, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q3 2023 | Q4 2023 | 2 |
| GLENMEDE TRUST CO NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
| ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q2 2016 | 2 |
| Main Street Group, LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
| RNC CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
This page lists all the filers that currently own DFA US MICRO CAP PRTF INSTL or have owned DFA US MICRO CAP PRTF INSTL in the past.