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DFA TAX MGD US TARGETED VALUE
DFA TAX MGD US TARGETED VALUE. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 3 Institutional holders with a total value of $1,380,000.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 OAKWOOD CAPITAL MANAGEMENT LLC/CA 37,079 1,126,000 81.59%
2 ALBION FINANCIAL GROUP /UT 7,951 241,000 17.46%
3 GLENMEDE TRUST CO NA 450 13,000 0.94%

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.