DFA INFLATION-PROTECTED SECURITIES I - BOND FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / BOND FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
94,888
Holdings value
$1,066,000
% of all portfolios
0%
Number of holders
1
Number of sells
-1
Average sells %
-0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA INFLATION-PROTECTED SECURITIES I - BOND FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Change Price Investors
2025 Q3 94,888 $1,066,000 -$3,101 $11.23 1
2025 Q2 95,164 $1,057,000 +$1,057,000 $11.11 1
2024 Q4 281 $3,029 $10.78 1
2024 Q3 281 $3,144 $11.19 1
2024 Q2 281 $3,037 -$588,316 $10.81 1
2024 Q1 281 $3,048 $10.85 1
2023 Q4 54,604 $591,364 +$588,316 $10.84 2
2023 Q3 281 $2,947 -$2,443,836 $10.49 1
2023 Q2 222,812 $2,446,783 -$178,909 $10.99 2
2023 Q1 239,061 $2,681,382 +$1,214,151 $11.22 2
2022 Q4 130,852 $1,415,000 +$1,415,000 $10.81 1
2020 Q2 0 $0 -$48,693 0
2020 Q1 3,985 $48,693 +$48,693 $12.22 1
2018 Q1 0 $0 -$4,122,000 0
2017 Q4 350,849 $4,122,000 +$2,261,332 $11.75 1
2017 Q3 158,373 $1,863,000 -$2,205,890 $11.76 1
2017 Q2 345,895 $4,054,000 +$4,054,000 $11.72 1
2017 Q1 19,155 $226,414 +$47 $11.82 1
2016 Q4 19,151 $223,689 +$292 $11.68 1
2016 Q3 19,126 $232,379 +$936 $12.15 1
2016 Q2 19,049 $230,493 +$762 $12.1 1
2016 Q1 18,986 $226,882 $11.95 1
2015 Q4 18,986 $216,060 -$9,627 $11.38 1
2015 Q3 19,832 $228,469 -$5,743,090 $11.52 1
2015 Q2 511,552 $5,974,718 +$845,741 $11.68 2
2015 Q1 439,140 $5,186,286 +$5,186,286 $11.81 2
2014 Q1 19,753 $233,286 $11.81 1