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Nasdaq - Delayed Quote USD

DFA Short-Duration Real Return Instl (DFAIX)

10.67
0.00
(0.00%)
At close: 6:05:35 PM EDT
Loading Chart for DFAIX
  • Previous Close 10.67
  • YTD Return 2.00%
  • Expense Ratio 0.22%
  • Category Short-Term Bond
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 1.98B
  • Beta (5Y Monthly) 0.21
  • Yield 4.06%
  • 5y Average Return --
  • Holdings Turnover 42.00%
  • Last Dividend 0.43
  • Inception Date Nov 5, 2013

The fund pursues its investment objective by investing in a combination of debt securities, including inflation-protected securities, and derivative instruments. It will maintain an average portfolio duration of three years or less. It is authorized to invest more than 25% of its total assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.

Dimensional Fund Advisors

Fund Family

Short-Term Bond

Fund Category

1.98B

Net Assets

2013-11-05

Inception Date

Performance Overview: DFAIX

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Trailing returns as of 4/14/2025. Category is Short-Term Bond.

YTD Return

DFAIX
2.00%
Category
0.44%
 

1-Year Return

DFAIX
6.54%
Category
2.65%
 

3-Year Return

DFAIX
3.84%
Category
3.38%
 

5-Year Return

DFAIX
4.63%
Category
2.40%
 

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