DFA TAX MGD US TARGETED VALUE's ticker is and the CUSIP is 233203579. A total of 1 filers reported holding DFA TAX MGD US TARGETED VALUE in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $137,000 | 0.0% | 3,884 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $137,000 | +6.2% | 3,884 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $129,000 | -10.4% | 3,884 | -9.5% | 0.00% | 0.0% |
| Q2 2019 | $144,000 | -5.9% | 4,292 | -6.7% | 0.00% | 0.0% |
| Q1 2019 | $153,000 | +7.7% | 4,600 | -3.2% | 0.00% | 0.0% |
| Q4 2018 | $142,000 | +846.7% | 4,752 | +1082.1% | 0.00% | – |
| Q2 2018 | $15,000 | -16.7% | 402 | -16.6% | 0.00% | – |
| Q1 2018 | $18,000 | 0.0% | 482 | 0.0% | 0.00% | – |
| Q4 2017 | $18,000 | +5.9% | 482 | +3.9% | 0.00% | – |
| Q3 2017 | $17,000 | +6.2% | 464 | 0.0% | 0.00% | – |
| Q2 2017 | $16,000 | 0.0% | 464 | 0.0% | 0.00% | – |
| Q1 2017 | $16,000 | +14.3% | 464 | +3.1% | 0.00% | – |
| Q3 2016 | $14,000 | +7.7% | 450 | 0.0% | 0.00% | – |
| Q2 2016 | $13,000 | 0.0% | 450 | 0.0% | 0.00% | – |
| Q4 2015 | $13,000 | – | 450 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 36,062 | $1,280,000 | 0.33% |