DFA SHORT DURA REAL RET PORTFOLIO FUND - DFAIX

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Company profile

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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$24.38M
QoQ value delta ($000)
+$490K (+2.05%)
Implied price effect (QoQ)
-0.74%
Shares
Total shares
2,284,611
QoQ shares delta
+62,505 (+2.81%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

Market chart (DFAIX)

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Top holders (Q3 2026)

Top 25 only Full list
Manager Value ($000) Shares % of 13F
Ledyard National Bank 24,369 2,283,891 1.92%
Vermillion Wealth Management, Inc. 7 720 0.01%