Dfa SHRT-Dur RL RTRN-InstDFAIX

13F holders, Q1 2026 (March 31)
1holders
0new positions
0sold out
$10.59avg. 13F price*

At the end of Q1 2026, 1 institutions reported holding Dfa SHRT-Dur RL RTRN-Inst (DFAIX) in their 13F filings, unchanged from Q4 2025. 0 opened new positions and 0 sold out. The largest holder was Ledyard National Bank ($23.3M).

Company
Dfa SHRT-Dur RL RTRN-Inst
Filed as
DFA SHORT DURA REAL RET PORTFOLIO FUND (Q1 2026)
CUSIP
25239Y576
Latest filing quarter
Q2 2026

History

Number of 13F holders

012 Q4 2024: 1Q4 2024Q1 2025: 1Q1 2025Q3 2025: 1Q3 2025Q4 2025: 1Q4 2025Q1 2026: 1Q1 2026Q2 2026: 2Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q4 2025 → Q1 2026: 186,767 shares bought, net +186,767 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1 holders

Ledyard National Bank 2.02% Add +9.3% 2,198,870 $23.3M

"% 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.