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 | 2,283,891 | 24,369 | 1.92% | 1.92% | 1 | +62,505 | 2.81% | Q3 2026 | Oct 21, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 720 | 7 | 0.01% | 0.0% | 2 | 0 | 0.0% | Q3 2026 | Oct 26, 2026 |