DFAIX Institutional Ownership & Shareholders
DFA SHRT-DUR RL RTRN-INST (DFAIX) is currently held by 2 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $24.38M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Ledyard National Bank is currently the largest disclosed institutional shareholder of DFAIX tracked by InsiderSet, reporting ownership valued at approximately $24.37M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed DFAIX value among the investors covered in this analysis. Major shareholders include Ledyard National Bank, Vermillion Wealth Management, Inc., and several other long-term asset managers with concentrated positions in DFA SHRT-DUR RL RTRN-INST (DFAIX).
This page ranks the largest institutional DFAIX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
2
Total Reported Value
$24.38M
Largest Holder
Ledyard National Bank
Largest Position
$24.37M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
2
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Ledyard National Bank | 1.92% | 2,283,891 | $24,369,115 | — | — | — | |
| Vermillion Wealth Management, Inc. | 0.01% | 720 | $7,678 | — | — | — |
Frequently asked questions about DFAIX
Who are the largest institutional holders of DFAIX?
The largest institutional holders of DFAIX reported in the latest SEC Form 13F filings include Ledyard National Bank and Vermillion Wealth Management, Inc.. InsiderSet ranks institutional holders by their latest reported DFAIX position.
What is DFAIX institutional ownership?
This page tracks DFAIX positions reported by institutional investment managers through SEC Form 13F. DFA SHRT-DUR RL RTRN-INST (DFAIX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own DFAIX?
InsiderSet currently tracks 2 institutional managers reporting DFAIX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of DFAIX shareholders.
How much DFAIX stock do institutions own?
Institutional investment managers disclosed approximately $24.38M in DFAIX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was DFAIX institutional ownership last updated?
The latest DFAIX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional DFAIX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its DFAIX position after the reporting date.
Are institutions buying or selling DFAIX?
Institutional buying and selling can be analyzed by comparing DFAIX positions across consecutive 13F reporting periods. InsiderSet's DFAIX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View DFAIX ownership changes.
How has DFAIX institutional ownership changed over time?
InsiderSet tracks DFAIX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.