DFA TAX MGD US SMALL CAP FD's ticker is and the CUSIP is 233203553. A total of 1 filers reported holding DFA TAX MGD US SMALL CAP FD in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $1,767,000 | +3.2% | 40,098 | +2.5% | 0.39% | -2.2% |
| Q3 2017 | $1,712,000 | +31.6% | 39,128 | +24.6% | 0.40% | +24.6% |
| Q2 2017 | $1,301,000 | +0.9% | 31,397 | 0.0% | 0.32% | 0.0% |
| Q1 2017 | $1,289,000 | -2.1% | 31,397 | -2.6% | 0.32% | -4.7% |
| Q4 2016 | $1,317,000 | +9.2% | 32,222 | -0.4% | 0.34% | +8.7% |
| Q3 2016 | $1,206,000 | +6.7% | 32,353 | 0.0% | 0.31% | +5.1% |
| Q2 2016 | $1,130,000 | 0.0% | 32,353 | -1.5% | 0.30% | -1.3% |
| Q1 2016 | $1,130,000 | +0.5% | 32,843 | -0.7% | 0.30% | -1.3% |
| Q4 2015 | $1,124,000 | -3.8% | 33,091 | -1.7% | 0.30% | -7.1% |
| Q3 2015 | $1,169,000 | +2.3% | 33,666 | +13.7% | 0.33% | +9.8% |
| Q2 2015 | $1,143,000 | -3.5% | 29,615 | -3.7% | 0.30% | -8.6% |
| Q1 2015 | $1,184,000 | +3.2% | 30,744 | -0.4% | 0.32% | -0.3% |
| Q4 2014 | $1,147,000 | +10.0% | 30,880 | +3.3% | 0.33% | +7.2% |
| Q3 2014 | $1,043,000 | +42.1% | 29,891 | +52.4% | 0.30% | +37.6% |
| Q2 2014 | $734,000 | +113.4% | 19,614 | +110.7% | 0.22% | +95.6% |
| Q1 2014 | $344,000 | +15.1% | 9,308 | +14.5% | 0.11% | +14.1% |
| Q4 2013 | $299,000 | +6.8% | 8,131 | -3.4% | 0.10% | -2.9% |
| Q3 2013 | $280,000 | -1.8% | 8,420 | -11.1% | 0.10% | -9.7% |
| Q2 2013 | $285,000 | – | 9,466 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 33,091 | $1,124,000 | 0.30% |