Dfa SHRT-Dur RL RTRN-InstDFAIX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$10.75avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Dfa SHRT-Dur RL RTRN-Inst (DFAIX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Ledyard National Bank ($23.9M) and Vermillion Wealth Management, Inc. ($8K).
- Company
- Dfa SHRT-Dur RL RTRN-Inst
- Filed as
- DFA SHORT DURA REAL RET PORTFOLIO FUND (Q2 2026)
- CUSIP
- 25239Y576
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $8K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 23,236 shares bought, net +23,236 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Ledyard National Bank | 1.92% | Add +1.0% | 2,221,386 | $23.9M |
| Vermillion Wealth Management, Inc. | 0.00% | New | 720 | $8K |
"% of holder's portfolio" is DFAIX's weight in each manager's 13F, not the share of Dfa SHRT-Dur RL RTRN-Inst the manager owns.