DFA SHRT-DUR RL RTRN-INST (DFAIX) Institutional Ownership and Insiders Activity

DFA SHRT-DUR RL RTRN-INST (DFAIX) is widely held by institutional investors, with 2 firms reporting positions valued at approximately $24.38M based on SEC Form 13F filings for the quarter ended September 30, 2026.

Ledyard National Bank is the largest disclosed holder, reporting approximately $24.37M in DFAIX holdings in its latest filing.

Institutional ownership remains highly concentrated, with Ledyard National Bank representing the majority of disclosed value.