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DFA TAX MGD US TARGETED VALUE
DFA TAX MGD US TARGETED VALUE. Institutional holdings reported to the SEC.
Institutional Holders (2014Q1)
Portfolio Summary: 2 Institutional holders with a total value of $644,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 9,996 329,000 51.09%
2 RNC CAPITAL MANAGEMENT LLC 9,555 315,000 48.91%

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.