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DFA Intermediate Term Extended
DFA Intermediate Term Extended. Institutional holdings reported to the SEC.
Institutional Holders (2016Q2)
Portfolio Summary: 2 Institutional holders with a total value of $812,756.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 ALBION FINANCIAL GROUP /UT 71,627 794,000 97.69%
2 WEALTHPLAN PARTNERS, LLC 1,693 18,756 2.31%

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.