DFA Short-Duration Real Return Portfolio

DFA Short-Duration Real Return Portfolio is a registered fund series of DFA INVESTMENT DIMENSIONS GROUP INC (series S000042173). Net assets $2.2B as of 2026-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
NEW ZEALAND GOVERNMENT$52.3M238.27%
United States Treasury$48.1M219.03%
The DFA Investment Trust Company$36.6M166.91%
Dimensional Holdings Inc.$36.1M164.55%
JP MORGAN CHASE BANK NA$22.3M101.77%
AMAZON.COM INC$21.8M99.30%
ASIAN DEVELOPMENT BANK$20.2M92.30%
DBS GROUP HOLDINGS LTD$20.1M91.45%
INTER-AMERICAN DEVEL BK$20.0M91.22%
INTL BK RECON & DEVELOP$19.6M89.32%
United States Treasury$19.6M89.13%
EUROPEAN BK RECON & DEV$17.2M78.34%
NOVARTIS CAPITAL CORP$17.0M77.38%
INTER-AMERICAN DEVEL BK$16.9M77.08%
United States Treasury$16.4M74.83%

Net asset history

Report dateNet assets
2026-04-30$2.2B
2026-01-31$2.1B
2025-10-31$2.1B
2025-07-31$2.0B
2025-04-30$2.0B
2025-01-31$2.0B
2024-10-31$1.9B
2024-07-31$1.9B

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