DFAIX

DFA SHORT DURA REAL RET PORTFOLIO FUND

Institutional Ownership · Q4 2025

Filing: Q4 2025

DFA SHORT DURA REAL RET PORTFOLIO FUND (DFAIX) is held by 2 institutional investors with combined holdings of $21M. Major holders include Ledyard National Bank, Coston, McIsaac & Partner.

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Institutional Holders

Total Value

$21.3M

Ownership %

—

🏦 Top Institutional Holders

Ledyard National Bank

2.0M shares

$21.1M

Coston, McIsaac & Partners

7.4K shares

$147.0K

📊 Financials

Income statement, balance sheet, and cash flow from SEC filings.

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