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Dfa Social Fixed Income Portfolio Institutional Class (DSFIX)

US Funds

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9.18 +0.02 +0.22%

25/07 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 661.74M

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DSFIX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Social Fixed Income Institutional (DSFIX) fund. Our DFA Social Fixed Income Institutional 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	9.76	9.76	0.00
Bonds	90.24	90.24	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
Government	46.81	25.36
Corporate	43.29	27.29
Derivative	6.95	6.94
Cash	2.81	7.63

Region Allocation

Bonds

North America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 439

Number of short holdings: 5

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.54626%	-	1.41	-	-
Federal National Mortgage Association 0.875%	-	1.35	-	-
United States Treasury Notes 4.50626%	-	1.33	-	-
United States Treasury Notes 4.45126%	-	1.27	-	-
United States Treasury Notes 4.48326%	-	1.26	-	-
United States Treasury Notes 4.42626%	-	1.24	-	-
Nike, Inc. 2.85%	-	1.04	-	-
United States Treasury Notes 4.39926%	-	1.03	-	-
Federal Home Loan Banks 3.25%	-	1.03	-	-
Asian Development Bank 5.21273%	XS2482388449	1.02	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	12.12B	4.20	3.48	2.16
DFA Five-Year Global Fixed-Income I	9.4B	2.18	3.93	1.58
DFA Intermediate Govt Fixed-Income	5.86B	4.42	1.68	1.30
DFA Short-Term Extended Quality I	5.69B	2.59	4.46	1.97
DFA Inflation-Protected Securities	5.08B	4.98	2.54	2.71

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