DFA Global Core Plus Real Return Portfolio

DFA Global Core Plus Real Return Portfolio is a registered fund series of DFA INVESTMENT DIMENSIONS GROUP INC (series S000071470). Net assets $306.6M as of 2026-04-30.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
The DFA Investment Trust Company$8.0M261.51%
Dimensional Holdings Inc.$7.6M247.43%
UMBS, TBA$7.0M227.27%
UMBS, TBA$6.4M208.04%
UMBS, TBA$5.4M174.59%
EXXON MOBIL CORPORATION$5.3M173.84%
United States Treasury$5.3M173.04%
Bank of America NA$4.5M148.08%
PROVINCE OF SASKATCHEWAN$3.8M123.92%
VISA INC$3.6M116.31%
CAISSE FRANCAISE DE FIN$3.1M101.56%
UMBS, TBA$3.1M101.29%
United States Treasury$3.0M99.44%
WESTPAC BANKING CORP$3.0M98.71%
NOVA SCOTIA PROVINCE$2.9M95.36%

Net asset history

Report dateNet assets
2026-04-30$306.6M
2026-01-31$298.0M
2025-10-31$287.1M
2025-07-31$277.7M
2025-04-30$269.5M
2025-01-31$266.3M
2024-10-31$265.2M
2024-07-31$265.0M

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