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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 (2016Q3)
Portfolio Summary: 3 Institutional holders with a total value of $4,095,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 143,383 3,761,000 91.84%
2 ROTHSCHILD INVESTMENT LLC /IL 11,534 303,000 7.40%
3 GLENMEDE TRUST CO NA 1,213 31,000 0.76%

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.