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DFA TAX MGD US SMALL CAP FD
DFA TAX MGD US SMALL CAP FD. Institutional holdings reported to the SEC.
Institutional Holders (2014Q1)
Portfolio Summary: 2 Institutional holders with a total value of $1,304,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 9,308 344,000 26.38%
2 RNC CAPITAL MANAGEMENT LLC 26,006 960,000 73.62%

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.