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Dfa Inflation-protected Securities Portfolio Institutional Class (DIPSX)

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10.73 -0.03    -0.28%
27/12 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 4.94B
DFA Inflation-Protected Securities I 10.73 -0.03 -0.28%

DIPSX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the DFA Inflation-Protected Securities I (DIPSX) fund. Our DFA Inflation-Protected Securities I 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 0.14 0.14 0.00
Bonds 99.86 99.86 0.00

 Style Box

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

Name  Net % Category Average
Government 99.86 76.45
Cash 0.14 15.10

Region Allocation

  • North America
  • Developed Markets

Top Holdings

Number of long holdings: 22

Number of short holdings: 0

Name ISIN Weight % Last Change %
United States Treasury Bonds 2.5% - 9.68 - -
United States Treasury Bonds 3.875% - 9.62 - -
United States Treasury Notes 0.875% - 9.56 - -
United States Treasury Bonds 3.625% - 9.36 - -
United States Treasury Bonds 1.75% - 8.28 - -
United States Treasury Bonds 2.125% - 8.17 - -
United States Treasury Bonds 2.125% - 7.54 - -
United States Treasury Bonds 3.375% - 6.10 - -
United States Treasury Notes 0.125% - 4.46 - -
United States Treasury Notes 0.5% - 4.28 - -

Top Bond Funds by Dimensional Fund Advisors

  Name Rating Total Assets YTD% 3Y% 10Y%
  DFA Investment Grade I 11.68B 3.59 -1.28 1.96
  DFA Five-Year Global Fixed-Income I 9.33B 4.95 0.92 1.38
  DFA Intermediate Govt Fixed-Income 5.87B 2.14 -2.60 1.09
  DFA Short-Term Extended Quality I 5.67B 5.15 1.66 1.72
  DFA Two-Year Global Fixed-Income I 4.5B 4.99 2.32 1.44
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