2 institutions reported holding $23.9M of DFA SHORT DURA REAL RET PORTFOLIO FUND (DFAIX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Ledyard National Bank ($23.9M), Vermillion Wealth Management, Inc. ($7,736). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Ledyard National Bank | $23.9M | 2.2M | Added |
| 2 | Vermillion Wealth Management, Inc. | $7,736 | 720 | New |
Source: SEC Form 13F filings · as of 2026-06-30