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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 (2016Q2)
Portfolio Summary: 4 Institutional holders with a total value of $4,350,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 144,112 3,643,000 83.75%
2 ALBION FINANCIAL GROUP /UT 15,317 387,000 8.90%
3 ROTHSCHILD INVESTMENT LLC /IL 11,486 290,000 6.67%
4 GLENMEDE TRUST CO NA 1,213 30,000 0.69%

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.