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DFA US SMALL CAP VALUE PRTF INSTL
DFA US SMALL CAP VALUE PRTF INSTL. Institutional holdings reported to the SEC.

Institutional Holders (2016Q2)
Portfolio Summary: 6 Institutional holders with a total value of $17,716,829.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 Vantage Investment Advisors, LLC 44 1,000 0.01%
2 WEALTHPLAN PARTNERS, LLC 422 13,213 0.07%
3 CT Financial Advisors LLC 13,649 427,616 2.41%
4 CCM INVESTMENT ADVISERS LLC 85,205 2,669,000 15.06%
5 Sequent Asset Management, LLC 183,992 5,765,000 32.54%
6 RNC CAPITAL MANAGEMENT LLC 282,203 8,841,000 49.90%

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.