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Dfa Short-term Extended Quality Portfolio Institutional Class (DFEQX)

US Funds

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10.46 0.00 0.00%

15/04 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 5.61B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Bond

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DFEQX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Short-Term Extended Quality I (DFEQX) fund. Our DFA Short-Term Extended Quality I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %
Cash	51.33	51.33
Bonds	48.50	48.50
Convertible	0.16	0.16

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
Corporate	32.00	39.25
Cash	24.98	11.61
Derivative	20.85	5.52
Government	19.56	23.51

Region Allocation

Bonds

North America
Europe Developed
Asia
Australasia

Developed Markets

Top Holdings

Number of long holdings: 660

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.40996%	-	2.68	-	-
United States Treasury Notes 4.48496%	-	2.64	-	-
European Stability Mechanism 0%	EU000A4DMKZ9	0.93	-	-
International Bank for Reconstruction & Development 4.7681%	-	0.84	-	-
Inter-American Development Bank 4.7038%	-	0.83	-	-
Mas Bill Bills 05/25 0.00000	-	0.81	-	-
Natwest Markets PLC 3.479%	-	0.73	-	-
The Western Union Company 1.35%	-	0.72	-	-
Macquarie Bank Ltd. 3.231%	-	0.71	-	-
Kommunalbanken AS 5.39338%	-	0.64	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	11.73B	2.72	1.28	1.84
DFA Five-Year Global Fixed-Income I	9.3B	1.10	3.05	1.43
DFA Intermediate Govt Fixed-Income	5.87B	3.25	0.08	1.06
DFA Inflation-Protected Securities	5.01B	4.39	0.07	2.54
DFA One-Year Fixed-Income I	4.59B	1.12	3.83	1.67

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