| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| MOTCO | 28 | 28 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
| Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 16 |
| ALBION FINANCIAL GROUP /UT | 12 | 1 | 0.02% | 0.04% | 0.04% | Q2 2015 | Q4 2019 | 13 |
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 7 | 7 | 0.21% | 0.29% | 0.46% | Q2 2016 | Q4 2017 | 7 |
| ROTHSCHILD INVESTMENT LLC /IL | 6 | 6 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q2 2019 | 6 |
| Diversified Trust Co | 6 | 6 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2023 | 6 |
| Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
| CT Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
| MASSMUTUAL TRUST CO FSB/ADV | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2017 | Q3 2017 | 3 |
| Community Bank, N.A. | 3 | 3 | 0.14% | 0.18% | 0.21% | Q2 2017 | Q4 2017 | 3 |
| ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q2 2022 | 3 |
| GLENMEDE TRUST CO NA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 3 |
| Strategic Investment Solutions, Inc. /IL | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
| Perigon Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
| CCM INVESTMENT ADVISERS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
| 55I, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
| 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 EMERGING MKTS PRTFOLIO or have owned DFA EMERGING MKTS PRTFOLIO in the past.