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DFA GLOBAL REAL ESTATE SEC PORTFOLIO
DFA GLOBAL REAL ESTATE SEC PORTFOLIO. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 5 Institutional holders with a total value of $12,221,464.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 616,458 7,126,000 58.31%
2 CT Financial Advisors LLC 342,341 3,957,464 32.38%
3 GLENMEDE TRUST CO NA 39,027 451,000 3.69%
4 Freedom Investment Management, Inc. 38,576 446,000 3.65%
5 ALBION FINANCIAL GROUP /UT 20,854 241,000 1.97%

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.