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Dfa Short-term Extended Quality Portfolio Institutional Class (DFEQX)

US Funds

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10.50 0.00 0.00%

11/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 5.67B

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DFEQX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Short-Term Extended Quality I (DFEQX) fund. Our DFA Short-Term Extended Quality I 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	50.81	50.81	0.00
Bonds	49.19	49.19	0.00

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	33.97	40.05
Cash	26.60	11.96
Derivative	22.56	6.42
Government	14.84	23.72

Region Allocation

Bonds

North America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 735

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.54626%	-	2.63	-	-
United States Treasury Notes 4.47126%	-	1.85	-	-
European Stability Mechanism 0%	EU000A4DMK73	1.58	-	-
International Bank for Reconstruction & Development 4.7222%	-	0.84	-	-
Inter-American Development Bank 4.6944%	-	0.82	-	-
DBS Group Holdings Ltd. 4.94414%	-	0.74	-	-
The Western Union Company 1.35%	-	0.72	-	-
Kommunalbanken AS 5.34392%	-	0.64	-	-
Canada Housing Trust No.1 0.95%	-	0.59	-	-
Constellation Energy Generation LLC 3.25%	-	0.55	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	12.08B	4.20	3.48	2.16
DFA Five-Year Global Fixed-Income I	9.37B	2.18	3.93	1.58
DFA Intermediate Govt Fixed-Income	5.8B	4.42	1.68	1.30
DFA Inflation-Protected Securities	5.07B	4.98	2.54	2.71
DFA Two-Year Global Fixed-Income I	4.5B	2.22	4.17	1.67

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