Nasdaq - Delayed Quote USD

DFA Commodity Strategy Institutional (DCMSX)

4.6200 -0.0100 (-0.22%)
At close: 8:00 PM EDT

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 11.01.2023
  • Fidelity Institutional FundsNetwork
  • Nationwide Retirement Resource
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • ADP Access Open Fund Architecture
  • ADP Access Tier 0
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • H Beck Inc.
  • Securities America Inc.
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation MATC
  • LPL SWM - 01.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • ADP Advisor Access 3(21) Tier 0
  • ADP Advisor Access 3(38) Tier 0
  • ADP Advisor Access Tier 0
  • LPL Brokerage Availability - February 2024
  • ADP SPS 3(38) Tier 0
  • ADP Raymond James 3(38)
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The Portfolio seeks to achieve its investment objective by generally investing in a universe of allowable commodity-linked derivative instruments and fixed income investment opportunities. It may invest up to 25% of its total assets in Dimensional Cayman Commodity Fund I Ltd.

Fund Overview

Category Commodities Broad Basket
Fund Family Dimensional Fund Advisors
Net Assets 1.18B
YTD Return 3.08%
Yield 2.53%
Morningstar Rating
Inception Date Nov 09, 2010

Performance & Risk

YTD Return 6.30%
5y Average Return 6.28%
Rank in Category (ytd) 55
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.01
Morningstar Risk Rating

Related Tickers