DOSSIER · 13F Holders · Q2 2026
DFAIX

DFA SHORT-DURATION REAL RETURN INSTL

2 institutions still hold DFA SHORT-DURATION REAL RETURN INSTL as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 25239Y576·2 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$24M
visible holders
Holders
2
filers reporting
Concentration
99.97%
Ledyard National Bank #1
top holder share
AI Holders Summary · Q2 2026

2 institutions reported DFAIX in Q2 2026. Ledyard National Bank leads at 100.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Ledyard National Bank
CIK 0001310658
$24M2.2M1.92%Q2 2026
02
Vermillion Wealth Management, Inc.
CIK 0001737012
$8K7200.00%Q2 2026