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Dfa Short-duration Real Return Portfolio Institutional Class (DFAIX)

US Funds

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10.59 +0.01 +0.09%

14/02 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.99B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Bond

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DFAIX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Short-Duration Real Return Instl (DFAIX) fund. Our DFA Short-Duration Real Return Instl 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	41.93	41.93	0.00
Bonds	58.07	134.06	75.99

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	19.92	25.30
Corporate	41.84	40.48
Derivative	19.67	5.85
Cash	16.51	11.19

Top Holdings

Number of long holdings: 524

Number of short holdings: 49

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.44472%	-	2.43	-	-
United States Treasury Notes 4.52072%	-	1.32	-	-
JPMorgan Chase Bank, National Association 5.51177%	-	1.13	-	-
International Finance Corporation 4.78192%	-	0.98	-	-
United States Treasury Notes 4.44572%	-	0.97	-	-
European Bank For Reconstruction & Development 0%	XS2106594042	0.87	-	-
Inter-American Development Bank 4.8742%	-	0.82	-	-
Mas Bill Bills 01/25 0.00000	-	0.82	-	-
Mas Bill Bills 02/25 0.00000	-	0.81	-	-
International Bank for Reconstruction & Development 4.9933%	-	0.81	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	11.87B	0.61	-0.84	1.57
DFA Five-Year Global Fixed-Income I	9.39B	0.40	1.73	1.34
DFA Intermediate Govt Fixed-Income	5.94B	0.65	-2.14	0.73
DFA Short-Term Extended Quality I	5.72B	0.48	2.33	1.73
DFA Inflation-Protected Securities	5.1B	1.39	-1.22	2.07

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Short-Duratio.	10.59	+0.01	+0.09%