DFA TAX MGD US MKTWIDE VAL FD's ticker is and the CUSIP is 233203561. A total of 4 filers reported holding DFA TAX MGD US MKTWIDE VAL 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 | $5,433,000 | +6.9% | 175,724 | +3.9% | 1.20% | +1.4% |
| Q3 2017 | $5,080,000 | +26.4% | 169,094 | +21.9% | 1.19% | +19.7% |
| Q2 2017 | $4,018,000 | +1.5% | 138,705 | -0.3% | 0.99% | +0.5% |
| Q1 2017 | $3,959,000 | +0.2% | 139,162 | -2.4% | 0.99% | -2.5% |
| Q4 2016 | $3,953,000 | +5.1% | 142,605 | -0.5% | 1.01% | +4.7% |
| Q3 2016 | $3,761,000 | +3.2% | 143,383 | -0.5% | 0.97% | +1.6% |
| Q2 2016 | $3,643,000 | +2.3% | 144,112 | -0.8% | 0.95% | +1.0% |
| Q1 2016 | $3,561,000 | -1.3% | 145,217 | -0.8% | 0.94% | -3.1% |
| Q4 2015 | $3,607,000 | +3.2% | 146,319 | -0.7% | 0.97% | -0.3% |
| Q3 2015 | $3,496,000 | +4.1% | 147,309 | +14.9% | 0.98% | +11.6% |
| Q2 2015 | $3,359,000 | -2.3% | 128,192 | -3.4% | 0.87% | -7.3% |
| Q1 2015 | $3,438,000 | +0.8% | 132,654 | +0.2% | 0.94% | -2.8% |
| Q4 2014 | $3,412,000 | +6.5% | 132,352 | +2.9% | 0.97% | +3.9% |
| Q3 2014 | $3,204,000 | +51.6% | 128,675 | +53.0% | 0.93% | +46.6% |
| Q2 2014 | $2,114,000 | +111.4% | 84,086 | +101.6% | 0.64% | +93.6% |
| Q1 2014 | $1,000,000 | +14.2% | 41,712 | +13.4% | 0.33% | +13.1% |
| Q4 2013 | $876,000 | +8.6% | 36,795 | -2.6% | 0.29% | -1.4% |
| Q3 2013 | $807,000 | -7.2% | 37,796 | -12.8% | 0.30% | -14.2% |
| Q2 2013 | $870,000 | – | 43,328 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hemenway Trust Co LLC | 7,018 | $211,000 | 0.04% |
| GOFEN & GLOSSBERG LLC /IL/ | 11,893 | $358,000 | 0.01% |
| GLENMEDE TRUST CO NA | 1,280 | $39,000 | 0.00% |