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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 (2016Q1)
Portfolio Summary: 3 Institutional holders with a total value of $4,215,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 145,217 3,561,000 84.48%
2 ALBION FINANCIAL GROUP /UT 15,247 374,000 8.87%
3 ROTHSCHILD INVESTMENT LLC /IL 11,434 280,000 6.64%

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.