DFA SHORT-DURATION REAL RETURN INSTL - BOND FUNDS Institutional Ownership

13F Institutional Holders and Ownership History from Q3 2022 to Q4 2025

Type / Class
Equity / BOND FUNDS
Price per share
$10.50
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
2,012,103
Total reported value
$21,127,087
% of total 13F portfolios
0%
Share change
+2,011,415
Value change
+$21,119,558
Number of holders
1
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

As of 31 Dec 2025, 1 institutional investors reported holding 2,012,103 shares of DFA SHORT-DURATION REAL RETURN INSTL - BOND FUNDS.

Institutional Holders of DFA SHORT-DURATION REAL RETURN INSTL - BOND FUNDS across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,012,103 $21,127,087 +$21,119,558 $10.50 1
2025 Q3 688 $7,529 +$7,529 $10.94 1
2025 Q2 0 $0 -$7,350 $10.50 0
2025 Q1 688 $7,350 +$7,350 $10.68 1
2024 Q4 4 $42 +$42 $10.50 1
2024 Q2 0 $0 -$9,970,888 $10.50 0
2023 Q4 971,822 $9,970,888 +$9,970,888 $10.26 1
2023 Q3 0 $0 -$7,938,342 $10.50 0
2023 Q2 772,189 $7,938,342 -$22,774,628 $10.28 1
2023 Q1 2,987,553 $30,652,300 +$30,652,300 $10.26 1
2022 Q4 0 $0 -$107,000 $10.50 0
2022 Q3 10,639 $107,000 +$107,000 $10.06 1