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DFA TAX MGD US MKTWIDE VAL FD
DFA TAX MGD US MKTWIDE VAL FD. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 3 Institutional holders with a total value of $3,946,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 128,192 3,359,000 85.12%
2 ROTHSCHILD INVESTMENT LLC /IL 11,270 295,000 7.48%
3 STEWART & PATTEN CO LLC 11,147 292,000 7.40%

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.