| Period | Weighting | Quarter | ||||||
|---|---|---|---|---|---|---|---|---|
| Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
| CT Financial Advisors LLC | 9 | 1 | 2.44% | 3.38% | 3.70% | Q1 2014 | Q1 2017 | 10 |
| Coston, McIsaac & Partners | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
| Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
| FIRST INTERSTATE BANK | 2 | 2 | 1.12% | 1.28% | 1.44% | Q1 2015 | Q2 2015 | 2 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
This page lists all the filers that currently own DFA COMMODITY STRATEGY PORT INSTL or have owned DFA COMMODITY STRATEGY PORT INSTL in the past.