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Dfa Investment Grade Portfolio Institutional Class Shares (DFAPX)

US Funds

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10.06 +0.05 +0.50%

04/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 11.82B

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DFAPX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Investment Grade I (DFAPX) fund. Our DFA Investment Grade I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	17.29	17.29
Bonds	82.67	82.67
Convertible	0.04	0.04

Style Box

Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Corporate	42.31	27.63
Government	40.56	24.69
Derivative	9.05	6.46
Cash	7.84	7.79
Securitized	0.03	41.99

Region Allocation

Bonds

North America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 905

Number of short holdings: 6

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 5.1942%	-	1.43	-	-
Federal National Mortgage Association 0.875%	-	1.34	-	-
United States Treasury Notes 5.2132%	-	1.26	-	-
United States Treasury Notes 5.2892%	-	1.22	-	-
United States Treasury Notes 5.2442%	-	1.22	-	-
United States Treasury Notes 5.2142%	-	1.22	-	-
United States Treasury Notes 5.1692%	-	1.22	-	-
United States Treasury Bonds 1.75%	-	1.03	-	-
Federal Home Loan Mortgage Corp. 6.75%	-	0.89	-	-
Federal National Mortgage Association 6.25%	-	0.87	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Five-Year Global Fixed-Income I	9.36B	4.12	0.34	1.44
DFA Intermediate Govt Fixed-Income	5.98B	4.17	-1.88	1.49
DFA Short-Term Extended Quality I	5.7B	4.28	1.18	1.72
DFA Inflation-Protected Securities	5.03B	5.33	-0.68	2.59
DFA Two-Year Global Fixed-Income I	4.54B	4.14	1.97	1.39

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Investment Gr.	10.06	+0.05	+0.50%