OAKWOOD CAPITAL MANAGEMENT LLC/CA - DFA TAX MGD US TARGETED VALUE ownership

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DFA TAX MGD US TARGETED VALUE's ticker is and the CUSIP is 233203579.

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Quarter-by-quarter ownership
OAKWOOD CAPITAL MANAGEMENT LLC/CA ownership history of DFA TAX MGD US TARGETED VALUE
ValueSharesWeighting
Q4 2017$1,682,000
+3.6%
44,812
+3.7%
0.37%
-1.8%
Q3 2017$1,623,000
+33.6%
43,230
+26.9%
0.38%
+26.3%
Q2 2017$1,215,000
+0.2%
34,0640.0%0.30%
-0.7%
Q1 2017$1,212,000
-5.3%
34,064
-5.5%
0.30%
-7.6%
Q4 2016$1,280,000
+7.4%
36,062
-2.1%
0.33%
+6.9%
Q3 2016$1,192,000
+5.9%
36,839
-0.6%
0.31%
+4.1%
Q2 2016$1,126,000
+1.0%
37,079
+0.5%
0.29%
-0.3%
Q1 2016$1,115,000
+0.5%
36,909
-0.7%
0.30%
-1.3%
Q4 2015$1,109,000
-3.6%
37,179
-1.1%
0.30%
-6.9%
Q3 2015$1,150,000
+4.5%
37,595
+15.4%
0.32%
+12.2%
Q2 2015$1,100,000
-3.2%
32,565
-3.2%
0.29%
-8.0%
Q1 2015$1,136,000
+4.4%
33,649
+0.2%
0.31%
+0.6%
Q4 2014$1,088,000
+4.7%
33,576
+3.7%
0.31%
+2.0%
Q3 2014$1,039,000
+43.3%
32,390
+52.2%
0.30%
+39.0%
Q2 2014$725,000
+120.4%
21,280
+112.9%
0.22%
+101.9%
Q1 2014$329,000
+13.1%
9,996
+12.0%
0.11%
+11.3%
Q4 2013$291,000
+7.8%
8,923
-1.3%
0.10%
-2.0%
Q3 2013$270,000
-5.6%
9,037
-13.0%
0.10%
-12.4%
Q2 2013$286,000–10,389–0.11%–
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Other shareholders

There were no reported owners of DFA TAX MGD US TARGETED VALUE in Q3 2023.

NameSharesValueWeighting ↓
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