DFA SHORT DURA REAL RET PORTFOLIO FUND - DFAIX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Ledyard National Bank | History | Added to | 2,221,386 | 23,879 | 1.92% | 2.02% | 1 | +22,516 | 1.02% | Q2 2026 | Jul 16, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 720 | 7 | 0.0% | — | 2 | +720 | New | Q2 2026 | Jul 15, 2026 |