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Dfa Short-duration Real Return Portfolio Institutional Class (DFAIX)

US Funds

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10.86 0.00 0%

26/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.95B

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DFAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Short-Duration Real Return Instl (DFAIX) fund. Our DFA Short-Duration Real Return Instl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	35.43	35.43	0.00
Bonds	64.57	148.71	84.14

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
Government	17.19	24.68
Corporate	47.95	41.47
Cash	22.26	11.29
Derivative	11.70	5.81

Top Holdings

Number of long holdings: 542

Number of short holdings: 51

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.72078%	-	2.56	-	-
European Stability Mechanism 0%	EU000A3JZST6	2.36	-	-
United States Treasury Notes 4.79678%	-	1.39	-	-
United States Treasury Notes 4.72178%	-	1.24	-	-
JPMorgan Chase Bank, National Association 6.12599%	-	1.20	-	-
European Bank For Reconstruction & Development 0%	XS2532361164	1.08	-	-
International Finance Corporation 5.43399%	-	1.03	-	-
Mas Bill Bills 10/24 0.00000	-	0.89	-	-
Inter-American Development Bank 5.589%	-	0.87	-	-
International Bank for Reconstruction & Development 5.7112%	-	0.85	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	11.97B	2.47	-1.56	1.93
DFA Five-Year Global Fixed-Income I	9.4B	4.54	0.82	1.41
DFA Intermediate Govt Fixed-Income	6.04B	1.31	-2.61	1.11
DFA Short-Term Extended Quality I	5.7B	4.71	1.50	1.72
DFA Inflation-Protected Securities	5.01B	3.25	-1.63	2.30

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Short-Duratio.	10.86	0.00	0%