DFA TAX MNGD US MKTWIDE VAL - COMMON

Historical Holders from Q1 2014 to Q4 2021

Type / Class
Equity / COMMON
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA TAX MNGD US MKTWIDE VAL - COMMON across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2021 Q4 0 $0 -$2,408,000 0
2021 Q3 64,256 $2,408,000 +$1,484,000 $37.47 2
2021 Q2 24,663 $937,000 $37.99 1
2021 Q1 24,663 $898,000 -$641,522 $36.41 1
2020 Q4 42,282 $1,363,000 $32.24 1
2020 Q3 42,282 $1,158,000 +$1,158,000 $27.39 1
2020 Q2 0 $0 -$56,000 0
2020 Q1 1,745 $56,000 -$440,000 $32.09 1
2019 Q4 15,330 $496,000 +$72,648 $32.24 2
2019 Q3 13,087 $394,000 +$66,669 $29.98 2
2019 Q2 10,876 $328,000 -$38,569 $30.01 2
2019 Q1 12,152 $356,000 -$21,971 $29.27 2
2018 Q4 12,998 $341,000 +$18,932 $25.97 3
2018 Q3 11,396 $366,000 -$50,968 $32.12 1
2018 Q2 13,079 $397,000 -$213,886 $30.32 2
2018 Q1 20,191 $608,000 -$5,530,326 $30.10 3
2017 Q4 198,956 $6,151,000 +$885,173 $30.92 4
2017 Q3 170,335 $5,117,000 +$912,960 $29.93 2
2017 Q2 139,946 $4,053,000 -$216,238 $28.59 2
2017 Q1 147,550 $4,197,000 +$140,051 $28.40 3
2016 Q4 142,605 $3,953,000 -$355,566 $27.72 1
2016 Q3 156,130 $4,095,000 -$404,861 $26.23 3
2016 Q2 172,128 $4,350,000 +$5,149 $25.26 4
2016 Q1 171,898 $4,215,000 +$44,250 $24.52 3
2015 Q4 170,061 $4,192,000 +$6,150 $24.66 4
2015 Q3 169,775 $4,030,000 +$454,858 $23.77 3
2015 Q2 150,609 $3,946,000 +$178,083 $26.20 3
2015 Q1 143,801 $3,727,000 +$296,827 $25.92 2
2014 Q4 132,352 $3,412,000 +$94,792 $25.78 1
2014 Q3 128,675 $3,204,000 +$1,110,264 $24.90 1
2014 Q2 84,086 $2,114,000 +$1,065,322 $25.14 1
2014 Q1 41,712 $1,000,000 +$117,880 $23.97 1