Dark
Light
System
Security
DFA TAX MGD US TARGETED VALUE
DFA TAX MGD US TARGETED VALUE. Institutional holdings reported to the SEC.

Institutional Holders (2015Q1)
Portfolio Summary: 2 Institutional holders with a total value of $1,169,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 33,649 1,136,000 97.18%
2 REILLY FINANCIAL ADVISORS, LLC 986 33,000 2.82%

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.