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

US Funds

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10.69 0.00 0.00%

01:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Bond

Morningstar Rating:
Total Assets: 1.98B

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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	41.90	41.90	0.00
Bonds	58.08	136.29	78.21
Convertible	0.01	0.01	0.00

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	16.93	23.41
Corporate	44.18	39.33
Cash	19.41	11.29
Derivative	18.61	5.55

Top Holdings

Number of long holdings: 596

Number of short holdings: 49

Name	ISIN	Weight %	Last	Change %
United States Treasury Notes 4.4345%	-	2.42	-	-
United States Treasury Notes 4.5105%	-	1.31	-	-
JPMorgan Chase Bank, National Association 5.41952%	-	1.13	-	-
International Finance Corporation 4.68507%	-	0.97	-	-
United States Treasury Notes 4.4355%	-	0.96	-	-
European Stability Mechanism 0%	EU000A4DMKZ9	0.93	-	-
Inter-American Development Bank 4.7916%	-	0.82	-	-
Mas Bill Bills 02/25 0.00000	-	0.81	-	-
International Bank for Reconstruction & Development 4.9093%	-	0.80	-	-
European Bank For Reconstruction & Development 4.7714%	-	0.70	-	-

Top Bond Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA Investment Grade I	11.93B	2.74	0.18	1.90
DFA Five-Year Global Fixed-Income I	9.36B	0.70	2.03	1.44
DFA Intermediate Govt Fixed-Income	6.01B	2.96	-1.23	1.12
DFA Short-Term Extended Quality I	5.68B	0.84	2.65	1.81
DFA Inflation-Protected Securities	5.08B	3.53	-0.83	2.42

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