DFAIX DFA SHORT DURA REAL RET PORTFOLIO FUND
FollowCom (common)
1 manager (1 13F filer) reported a position in DFAIX shares at 2025-12-31, 2,012,103 shares in all. 1 filer opened a position and 1 filer sold out during the quarter.
- Managers
- 1
- 13F filers
- 1
- New
- 1
- Added
- 0
- Reduced
- 0
- Sold out
- 1
- Shares held by filers
- 2,012,103
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Ledyard National Bank | 2,012,103 | $21.1M | 1.82% | new | 13F-HRTimeline |