Dfa SHRT-Dur RL RTRN-InstDFAIX
13F holders, Q4 2025 (December 31)1holders
1new positions
1sold out
$10.50avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Dfa SHRT-Dur RL RTRN-Inst (DFAIX) in their 13F filings, unchanged from Q3 2025. 1 opened new positions and 1 sold out. The largest holder was Ledyard National Bank ($21.1M).
- Company
- Dfa SHRT-Dur RL RTRN-Inst
- Filed as
- DFA SHORT DURA REAL RET PORTFOLIO FUND (Q4 2025)
- CUSIP
- 25239Y576
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $21.1M |
| Exits | 1 | $8K |
All 13F filers, Q3 2025 → Q4 2025: 2,012,103 shares bought and 688 shares sold, net +2,011,415 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Ledyard National Bank | 1.82% | New | 2,012,103 | $21.1M |
"% 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.