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 | 2,198,870 | 23,286 | 2.02% | 1.82% | 1 | +186,767 | 9.28% | Q1 2026 | Apr 24, 2026 |