DFA TAX MGD US MKTWIDE VAL FD's ticker is and the CUSIP is 233203561. A total of 3 filers reported holding DFA TAX MGD US MKTWIDE VAL FD in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $203,000 | 0.0% | 6,560 | -8.2% | 0.04% | -2.7% |
| Q1 2017 | $203,000 | -26.2% | 7,147 | -35.9% | 0.04% | -35.1% |
| Q4 2015 | $275,000 | +3.8% | 11,147 | 0.0% | 0.06% | -3.4% |
| Q3 2015 | $265,000 | -9.2% | 11,147 | 0.0% | 0.06% | -3.3% |
| Q2 2015 | $292,000 | +1.0% | 11,147 | 0.0% | 0.06% | +1.7% |
| Q1 2015 | $289,000 | – | 11,147 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| OAKWOOD CAPITAL MANAGEMENT LLC/CA | 145,217 | $3,561,000 | 0.94% |
| ALBION FINANCIAL GROUP /UT | 15,247 | $374,000 | 0.06% |
| ROTHSCHILD INVESTMENT LLC /IL | 11,434 | $280,000 | 0.04% |