DFA Global Core Plus Real Return Portfolio Institutional Class (DFAAX) - Inflation-Protected Bond fund with $277.66 Million in assets. The fund allocates 13.42% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is Uniform Mortgage-Backed Security, TBA at 1.40% of total assets. This is followed by U.S. Treasury Floating Rate Notes (2.23%) and Swap (1.41%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| Uniform Mortgage-Backed Security, TBA | 1.40% | - | - |
| U.S. Treasury Floating Rate Notes | 2.23% | - | - |
| Swap | 1.41% | - | - |
| U.K. Gilts | None | - | - |
| Abbott Laboratories | None | - | - |
| New South Wales Treasury Corp. | None | - | - |
| DFA Short Term Investment Fund | 2.32% | - | - |
| DFA Investment Trust Co. | 2.87% | - | - |
| French Republic Government Bonds OAT | 1.83% | - | - |
| U.S. Treasury Inflation-Indexed Notes | 1.36% | - | - |
| Province of Manitoba | 1.33% | - | - |
| Government National Mortgage Association, TBA | 1.47% | - | - |
| Exxon Mobil Corp. | 1.85% | - | - |
| U.S. Treasury Notes | 1.50% | - | - |
| Agence France Locale | 1.39% | - | - |