C000097895 Holdings — DFA Investment Grade Portfolio

All 500 reported holdings of DFA Investment Grade Portfolio (C000097895) by percentage of net assets, from the fund's latest SEC N-PORT filing.

Holding% of net assetsValue (USD)
New Zealand Government2.91%$369.98M
The DFA Investment Trust Company2.42%$307.68M
Dimensional Holdings Inc.2.41%$306.38M
United States Treasury1.53%$195.08M
Fannie Mae1.45%$183.77M
United States Treasury1.40%$178.05M
United States Treasury1.37%$174.19M
United States Treasury1.34%$170.16M
United States Treasury1.34%$170.13M
United States Treasury0.95%$120.79M
United States Treasury0.91%$115.19M
Freddie Mac0.89%$112.54M
United States Treasury0.87%$110.67M
United States Treasury0.87%$110.01M
United States Treasury0.84%$106.21M
Ontario (province Of)0.81%$102.69M
United States Treasury0.80%$102.04M
United States Treasury0.80%$101.11M
United States Treasury0.79%$100.99M
United States Treasury0.79%$100.24M
United States Treasury0.78%$99.66M
United States Treasury0.78%$99.02M
United States Treasury0.77%$97.72M
Fannie Mae0.76%$96.12M
Freddie Mac0.75%$95.08M
United States Treasury0.73%$92.93M
United States Treasury0.73%$92.60M
United States Treasury0.71%$90.53M
United States Treasury0.71%$90.52M
United States Treasury0.70%$88.60M
United States Treasury0.69%$87.51M
United States Treasury0.68%$86.37M
United States Treasury0.67%$85.53M
United States Treasury0.67%$85.13M
Fannie Mae0.66%$84.18M
United States Treasury0.66%$83.42M
Freddie Mac0.65%$83.24M
United States Treasury0.65%$83.11M
United States Treasury0.63%$79.74M
Federal Home Loan Bank0.61%$77.38M
Fannie Mae0.61%$77.02M
United States Treasury0.60%$76.71M
United States Treasury0.53%$67.30M
Tenn Valley Authority0.53%$67.19M
United States Treasury0.52%$66.62M
Berkshire Hathaway Fin0.52%$65.54M
United States Treasury0.51%$65.31M
Fannie Mae0.51%$64.21M
United States Treasury0.47%$60.02M
United States Treasury0.47%$60.00M
Federal Home Loan Bank0.47%$59.95M
United States Treasury0.47%$59.18M
United States Treasury0.44%$56.08M
Royalty Pharma PLC0.43%$55.26M
Fannie Mae0.43%$55.01M
United States Treasury0.43%$54.95M
United States Treasury0.43%$54.56M
United States Treasury0.43%$54.12M
United States Treasury0.42%$54.02M
United States Treasury0.41%$52.01M
United States Treasury0.40%$51.26M
United States Treasury0.40%$50.80M
Westpac Banking Corp.0.40%$50.50M
United States Treasury0.39%$50.14M
Conagra Brands, Inc.0.37%$46.86M
Cigna Group/the0.36%$46.33M
Intl Bk Recon & Develop0.35%$45.07M
Visa, Inc.0.35%$44.81M
United States Treasury0.35%$44.18M
United States Treasury0.34%$43.29M
Bp Cap Markets America0.31%$39.62M
National Australia Bank0.30%$38.35M
Abbott Laboratories0.29%$36.63M
Toronto-Dominion Bank0.28%$36.23M
Fannie Mae0.28%$36.10M
Merck & Co., Inc.0.28%$35.91M
National Australia Bank0.27%$34.57M
United States Treasury0.27%$34.16M
Inter-American Devel Bk0.27%$34.02M
Verizon Communications0.26%$33.65M
Citigroup, Inc.0.25%$32.38M
Cppib Capital, Inc.0.25%$32.09M
Fox Corp.0.25%$31.75M
Japan Government Ten Year Bonds0.25%$31.56M
Nz Local Govt Fund Agenc0.24%$31.00M
United States Treasury0.24%$30.63M
Glencore Funding LLC0.24%$30.53M
European Bk Recon & Dev0.24%$30.42M
United States Treasury0.24%$30.40M
United States Treasury0.23%$29.74M
IBM Internat Capital0.23%$29.58M
Blackrock, Inc.0.23%$28.87M
P3 Group Sarl0.22%$28.11M
Cencora, Inc.0.21%$26.99M
IBM Corp.0.21%$26.89M
Arizona Public Service0.21%$26.77M
Lseg Finance PLC0.21%$26.62M
Walt Disney Company/the0.21%$26.37M
United States Treasury0.20%$25.88M
Broadcom, Inc.0.20%$25.39M
United States Treasury0.20%$25.37M
Flowserve Corporation0.20%$25.33M
United States Treasury0.20%$25.24M
Chevron USA, Inc.0.20%$25.07M
Comcast Corp.0.20%$25.04M
United States Treasury0.20%$25.00M
United States Treasury0.20%$24.88M
United States Treasury0.19%$24.59M
United States Treasury0.19%$24.59M
United States Treasury0.19%$24.56M
Intel Corp.0.19%$24.52M
United States Treasury0.19%$24.26M
Micron Technology, Inc.0.19%$24.23M
Federal Home Loan Bank0.19%$24.19M
7-Eleven, Inc.0.19%$23.96M
United States Treasury0.19%$23.92M
JPMorgan Chase & Co.0.19%$23.62M
United States Treasury0.18%$23.49M
Jabil, Inc.0.18%$22.98M
Jp Morgan Chase Bank Na0.18%$22.91M
Elevance Health, Inc.0.18%$22.89M
Shell Finance US, Inc.0.18%$22.88M
United States Treasury0.18%$22.74M
Intl Bk Recon & Develop0.18%$22.58M
Federal Home Loan Bank0.18%$22.26M
Williams Companies, Inc.0.17%$22.25M
Home Depot, Inc.0.17%$22.20M
United States Treasury0.17%$21.83M
Westpac Banking Corp.0.17%$21.73M
Bank Of America Corp.0.17%$21.60M
Commonwealth Bank Aust0.17%$21.54M
Bank Of Nova Scotia0.17%$21.38M
Unitedhealth Group, Inc.0.17%$21.34M
Lincoln National Corp.0.17%$21.31M
Westpac Banking Corp.0.17%$21.18M
Aetna, Inc.0.17%$21.13M
Pfizer, Inc.0.17%$21.05M
Metlife, Inc.0.16%$20.76M
Intel Corp.0.16%$20.56M
Westrock Mwv LLC0.16%$20.57M
Marathon Petroleum Corp.0.16%$20.53M
Blackrock, Inc.0.16%$20.48M
Morgan Stanley0.16%$20.35M
E.on Intl Finance Bv0.16%$20.20M
United States Treasury0.16%$19.92M
Bristol-Myers Squibb Co.0.16%$19.78M
Axis Specialty Finan PLC0.16%$19.77M
United States Treasury0.16%$19.75M
Affiliated Managers Grou0.15%$19.67M
Aust & Nz Banking Group0.15%$19.56M
Citigroup, Inc.0.15%$19.52M
Hp, Inc.0.15%$19.34M
Aep Texas, Inc.0.15%$19.25M
Goldman Sachs Group, Inc.0.15%$19.17M
Cvs Health Corp.0.15%$19.10M
Philip Morris Intl, Inc.0.15%$19.01M
Toronto-Dominion Bank0.15%$18.99M
Transcanada Pipelines0.15%$18.95M
United States Treasury0.15%$18.83M
United States Treasury0.15%$18.83M
Altria Group, Inc.0.15%$18.69M
Steel Dynamics, Inc.0.15%$18.55M
United States Treasury0.14%$18.43M
Rabobank Ua/au0.14%$18.22M
Eastman Chemical Co.0.14%$18.18M
Commonwealth Bank Aust0.14%$18.13M
Verizon Communications0.14%$18.07M
Loews Corp.0.14%$18.05M
Export Developmnt Canada0.14%$18.02M
Motorola Solutions, Inc.0.14%$18.02M
Duke Energy Corp.0.14%$17.91M
Fidelity Natl Financial0.14%$17.87M
National Australia Bank0.14%$17.74M
Northern Trust Corp.0.14%$17.67M
Telefonica Europe Bv0.14%$17.62M
Georgia Power Co.0.14%$17.62M
Kraft Heinz Foods Co.0.14%$17.63M
Kroger Co.0.14%$17.60M
Rabobank Ua/au0.14%$17.59M
Unitedhealth Group, Inc.0.14%$17.53M
European Bk Recon & Dev0.14%$17.52M
Simon Property Group LP0.14%$17.28M
Bat Capital Corp.0.14%$17.28M
Health Care Service Corp.0.14%$17.25M
Westpac Banking Corp.0.13%$17.06M
Westpac Banking Corp.0.13%$16.94M
Ihg Finance LLC0.13%$16.90M
Unitedhealth Group, Inc.0.13%$16.89M
Alabama Power Co.0.13%$16.86M
Intel Corp.0.13%$16.70M
Jefferies Fin Group, Inc.0.13%$16.62M
Nykredit Realkredit A/s0.13%$16.43M
Exxon Mobil Corporation0.13%$16.43M
General Motors Co.0.13%$16.27M
Gilead Sciences, Inc.0.13%$16.11M
Arcelormittal SA0.13%$16.10M
Berkshire Hathaway Fin0.13%$16.08M
Wrkco, Inc.0.13%$16.01M
Altria Group, Inc.0.13%$15.98M
Biogen, Inc.0.12%$15.63M
Amgen, Inc.0.12%$15.57M
Cigna Group/the0.12%$15.58M
Intesa Sanpaolo Spa0.12%$15.46M
Devon Energy Corporation0.12%$15.46M
Avnet, Inc.0.12%$15.34M
Welltower Op LLC0.12%$15.29M
Oracle Corp.0.12%$15.25M
Volkswagen Group America0.12%$15.22M
At&t, Inc.0.12%$15.20M
Enel Finance Intl NV0.12%$15.14M
Comcast Corp.0.12%$15.13M
Commonwealth Bank Aust0.12%$15.09M
Lazard Group LLC0.12%$14.99M
Prudential Financial, Inc.0.12%$14.97M
Bunge Ltd. Finance Corp.0.12%$14.97M
Cigna Group/the0.12%$14.78M
Morgan Stanley0.12%$14.73M
United States Treasury0.11%$14.60M
Digital Dutch Finco Bv0.11%$14.59M
Psp Capital, Inc.0.11%$14.60M
Reinsurance Grp Of Amer0.11%$14.50M
Westpac Banking Corp.0.11%$14.51M
National Australia Bank0.11%$14.33M
Comcast Corp.0.11%$14.13M
Broadcom, Inc.0.11%$14.07M
Primerica, Inc.0.11%$13.95M
Pfizer Investment Enter0.11%$13.94M
Tenn Valley Authority0.11%$13.92M
First American Financial0.11%$13.90M
Cno Financial Group, Inc.0.11%$13.81M
National Australia Bank0.11%$13.71M
Plains All Amer Pipeline0.11%$13.65M
Lyb Int Finance Iii0.11%$13.52M
IBM Corp.0.11%$13.47M
Unitedhealth Group, Inc.0.11%$13.45M
Cummins, Inc.0.11%$13.43M
Crown Castle, Inc.0.11%$13.42M
Avnet, Inc.0.11%$13.38M
Virginia Elec & Power Co.0.10%$13.06M
Jabil, Inc.0.10%$12.95M
Textron, Inc.0.10%$12.93M
Japan Government Ten Year Bonds0.10%$12.81M
Texas Instruments, Inc.0.10%$12.76M
Charles Schwab Corp.0.10%$12.52M
Westpac Banking Corp.0.10%$12.49M
Williams Companies, Inc.0.10%$12.47M
Japan Government Five Year Bonds0.10%$12.38M
Oracle Corp.0.10%$12.37M
Japan (5 Year Issue)0.10%$12.35M
Oracle Corp.0.10%$12.33M
Alimentation Couche-Tard0.10%$12.31M
Tenn Valley Authority0.10%$12.30M
Westpac Banking Corp.0.10%$12.20M
Glaxosmithkline Cap, Inc.0.10%$12.18M
JPMorgan Chase & Co.0.10%$12.09M
Kinder Morgan Ener Part0.09%$12.07M
Realty Income Corp.0.09%$12.06M
Progressive Corp.0.09%$12.00M
Con Edison Co. Of Ny, Inc.0.09%$11.89M
United States Treasury0.09%$11.86M
Elevance Health, Inc.0.09%$11.85M
Metlife, Inc.0.09%$11.85M
Amgen, Inc.0.09%$11.83M
Westpac Banking Corp.0.09%$11.84M
Intercontinentalexchange0.09%$11.74M
Halliburton Co.0.09%$11.59M
Southwest Gas Corp.0.09%$11.55M
Canadian Natl Resources0.09%$11.49M
Mercedes-Benz Fin Na0.09%$11.47M
Sumitomo Mitsui Finl Grp0.09%$11.36M
Pultegroup, Inc.0.09%$11.31M
National Australia Bank0.09%$11.26M
Rabobank Ua/au0.09%$11.21M
Goldman Sachs Group, Inc.0.09%$11.18M
Union Pacific Corp.0.09%$11.16M
Mitsubishi Ufj Fin Grp0.09%$11.12M
Aon Corp.0.09%$11.09M
Hsbc Holdings PLC0.09%$11.04M
Verizon Communications0.09%$10.97M
Simon Property Group LP0.09%$10.93M
Nz Local Govt Fund Agenc0.09%$10.93M
Aust & Nz Banking Group0.09%$10.90M
Omnicom Group, Inc.0.09%$10.85M
Verizon Communications0.09%$10.86M
Sumitomo Mitsui Tr Bk Lt0.08%$10.79M
Westlake Corp.0.08%$10.75M
Cvs Health Corp.0.08%$10.66M
Comcast Corp.0.08%$10.59M
Roche Holdings, Inc.0.08%$10.56M
Unitedhealth Group, Inc.0.08%$10.41M
Verizon Communications0.08%$10.41M
Rabobank Ua/au0.08%$10.35M
Sumitomo Mitsui Finl Grp0.08%$10.35M
Cigna Group/the0.08%$10.30M
United States Treasury0.08%$10.26M
Unum Group0.08%$10.26M
Aust & Nz Banking Group0.08%$10.18M
Inter-American Devel Bk0.08%$10.04M
Best Buy Co., Inc.0.08%$10.02M
Home Depot, Inc.0.08%$10.00M
Globe Life, Inc.0.08%$9.90M
Allegion PLC0.08%$9.63M
Berkshire Hathaway Fin0.08%$9.63M
Aust & Nz Banking Group0.07%$9.53M
Federal Home Loan Bank0.07%$9.39M
Aust & Nz Banking Group0.07%$9.37M
Rabobank Ua/au0.07%$9.33M
Mitsubishi Ufj Fin Grp0.07%$9.28M
7-Eleven, Inc.0.07%$9.28M
Altria Group, Inc.0.07%$9.28M
Japan Government Ten Year Bonds0.07%$9.24M
Home Depot, Inc.0.07%$9.22M
Cox Communications, Inc.0.07%$9.16M
Intercontinentalexchange0.07%$9.16M
Vonovia SE0.07%$9.11M
Enbridge Energy Partners0.07%$9.07M
Pfizer, Inc.0.07%$9.04M
Aust & Nz Banking Group0.07%$9.03M
Mars, Inc.0.07%$9.00M
JPMorgan Chase & Co.0.07%$8.98M
Kemper Corp.0.07%$8.96M
Sanofi SA0.07%$8.91M
Target Corp.0.07%$8.91M
Canadian Natl Resources0.07%$8.90M
Philip Morris Intl, Inc.0.07%$8.88M
Glencore Funding LLC0.07%$8.77M
Host Hotels & Resorts LP0.07%$8.68M
Aust & Nz Banking Group0.07%$8.67M
Wp Carey, Inc.0.07%$8.60M
Abbvie, Inc.0.07%$8.55M
Union Pacific Corp.0.07%$8.53M
Transcanada Pipelines0.07%$8.46M
Arrow Electronics, Inc.0.07%$8.44M
Rabobank Ua/au0.07%$8.38M
General Motors Co.0.07%$8.36M
Elevance Health, Inc.0.06%$8.20M
Qualcomm, Inc.0.06%$8.19M
Lowe's Cos, Inc.0.06%$8.19M
Philip Morris Intl, Inc.0.06%$8.16M
Boardwalk Pipelines LP0.06%$8.14M
Sumitomo Mitsui Finl Grp0.06%$8.13M
Enel Finance Intl NV0.06%$8.12M
Kinder Morgan Ener Part0.06%$8.08M
Anheuser-Busch Inbev Wor0.06%$8.02M
Owens Corning0.06%$7.99M
Mosaic Co.0.06%$7.96M
Costco Wholesale Corp.0.06%$7.93M
Merck & Co., Inc.0.06%$7.92M
Nov, Inc.0.06%$7.87M
IBM Corp.0.06%$7.87M
Commonwealth Bank Aust0.06%$7.82M
Liberty Mutual Group, Inc.0.06%$7.79M
Bayer US Finance LLC0.06%$7.77M
Orix Corp.0.06%$7.75M
Enterprise Products Oper0.06%$7.73M
Fidelity Natl Info Serv0.06%$7.69M
Ameriprise Financial, Inc.0.06%$7.67M
Cvs Health Corp.0.06%$7.65M
Nomura Holdings, Inc.0.06%$7.61M
United Parcel Service0.06%$7.62M
Nomura Holdings, Inc.0.06%$7.60M
Altria Group, Inc.0.06%$7.59M
Amgen, Inc.0.06%$7.53M
Fedex Corp.0.06%$7.49M
Totalenergies Cap Intl0.06%$7.45M
Mplx LP0.06%$7.40M
Lincoln National Corp.0.06%$7.40M
Metlife, Inc.0.06%$7.38M
Amazon.com, Inc.0.06%$7.37M
Eaton Corp.0.06%$7.38M
Thermo Fisher Scientific0.06%$7.37M
Ppg Industries, Inc.0.06%$7.36M
Dick's Sporting Goods0.06%$7.31M
Plains All Amer Pipeline0.06%$7.30M
Aust & Nz Banking Group0.06%$7.27M
Philip Morris Intl, Inc.0.06%$7.26M
National Australia Bank0.06%$7.26M
Kimco Realty Op LLC0.06%$7.25M
Walmart, Inc.0.06%$7.24M
Aust & Nz Banking Group0.06%$7.22M
Aust & Nz Banking Group0.06%$7.21M
Allstate Corp.0.06%$7.19M
Suncor Energy, Inc.0.06%$7.09M
Extra Space Storage LP0.06%$7.01M
Eli Lilly & Co.0.05%$6.92M
Export Developmnt Canada0.05%$6.77M
Walt Disney Company/the0.05%$6.76M
Realty Income Corp.0.05%$6.74M
General Motors Co.0.05%$6.74M
General Motors Finl Co.0.05%$6.69M
Aust & Nz Banking Group0.05%$6.67M
Twdc Enterprises 18 Corp.0.05%$6.61M
T-Mobile USA, Inc.0.05%$6.56M
Pfizer, Inc.0.05%$6.51M
Aust & Nz Banking Group0.05%$6.50M
Japan Government Twenty Year Bonds0.05%$6.49M
Kinder Morgan Ener Part0.05%$6.49M
Altria Group, Inc.0.05%$6.45M
IBM Corp.0.05%$6.46M
Virginia Elec & Power Co.0.05%$6.38M
Centerpoint Energy Res0.05%$6.38M
Cooperatieve Rabobank Ua0.05%$6.38M
Ally Financial, Inc.0.05%$6.37M
Eaton Vance Corp.0.05%$6.33M
Gatx Corp.0.05%$6.33M
Molson Coors Beverage0.05%$6.33M
Walmart, Inc.0.05%$6.33M
Enterprise Products Oper0.05%$6.32M
Southern Co. Gas Capital0.05%$6.28M
Ashtead Capital, Inc.0.05%$6.22M
American National Group0.05%$6.21M
Pfizer, Inc.0.05%$6.17M
Philip Morris Intl, Inc.0.05%$6.07M
Westpac Banking Corp.0.05%$6.04M
Abn Amro Bank NV0.05%$6.01M
Royal Bank Of Canada0.05%$6.01M
Con Edison Co. Of Ny, Inc.0.05%$5.97M
Cvs Health Corp.0.05%$5.96M
General Motors Finl Co.0.05%$5.95M
United Overseas Bank/syd0.05%$5.92M
Anz Bank New Zealand Ltd.0.05%$5.93M
Baker Hughes Llc/co-Obl0.05%$5.90M
Banco Bilbao Vizcaya Arg0.05%$5.90M
Philip Morris Intl, Inc.0.05%$5.89M
Santander UK PLC0.05%$5.86M
Southern Co. Gas Capital0.05%$5.78M
Bhp Billiton Fin USA Ltd.0.04%$5.71M
Enterprise Products Oper0.04%$5.66M
Walt Disney Company/the0.04%$5.65M
Orsted A/s0.04%$5.61M
Jackson Financial, Inc.0.04%$5.53M
Bat Capital Corp.0.04%$5.52M
Cooperat Rabobank Ua/ny0.04%$5.52M
Baker Hughes Hldgs LLC0.04%$5.49M
Unum Group0.04%$5.46M
Marriott International0.04%$5.47M
Canadian Natl Resources0.04%$5.45M
Black Hills Corp.0.04%$5.44M
Gilead Sciences, Inc.0.04%$5.41M
Housing New Zealand Ltd.0.04%$5.39M
Comcast Corp.0.04%$5.39M
Nokia Oyj0.04%$5.37M
Jefferies Fin Group, Inc.0.04%$5.33M
Eurogrid Gmbh0.04%$5.33M
Hsbc Holdings PLC0.04%$5.28M
Sumitomo Mitsui Finl Grp0.04%$5.25M
Comcast Corp.0.04%$5.21M
American Tower Corp.0.04%$5.19M
Energy Transfer LP0.04%$5.16M
Pepsico, Inc.0.04%$5.13M
Nestle Holdings, Inc.0.04%$5.14M
Koninklijke Philips NV0.04%$5.12M
Prologis LP0.04%$5.11M
Banco Bilbao Vizcaya Arg0.04%$5.11M
Cisco Systems, Inc.0.04%$5.10M
Cna Financial Corp.0.04%$5.10M
Daimler Truck Finan Na0.04%$5.09M
Texas Instruments, Inc.0.04%$5.09M
Simon Property Group LP0.04%$5.07M
Tenn Valley Authority0.04%$5.07M
Mastercard, Inc.0.04%$5.07M
Aust & Nz Banking Group0.04%$5.07M
Rabobank Ua/au0.04%$5.06M
Federal Home Loan Bank0.04%$5.06M
Elevance Health, Inc.0.04%$5.07M
Philip Morris Intl, Inc.0.04%$5.04M
Commonwealth Bank Aust0.04%$5.04M
National Australia Bank0.04%$5.01M
Brixmor Operating Part0.04%$4.97M
Western Midstream Operat0.04%$4.94M
Bayer US Finance Ii LLC0.04%$4.95M
Thermo Fisher Scientific0.04%$4.92M
Broadcom, Inc.0.04%$4.91M
Csx Corp.0.04%$4.88M
Mitsubishi Ufj Fin Grp0.04%$4.87M
Cenovus Energy, Inc.0.04%$4.85M
Apple, Inc.0.04%$4.82M
General Motors Finl Co.0.04%$4.78M
Credit Agricole SA0.04%$4.75M
Sumitomo Mitsui Finl Grp0.04%$4.72M
Suncor Energy, Inc.0.04%$4.70M
Hess Corp.0.04%$4.69M
Repsol E&p Cap Markets0.04%$4.69M
Walt Disney Company/the0.04%$4.69M
Equinix, Inc.0.04%$4.66M
Legg Mason, Inc.0.04%$4.63M
Fed Caisses Desjardins0.04%$4.62M
Siemens Financieringsmat0.04%$4.61M
Suncor Energy, Inc.0.04%$4.58M
National Fuel Gas Co.0.04%$4.56M
Fedex Corp.0.04%$4.55M
Barrick Na Finance LLC0.04%$4.52M
Phillips 660.04%$4.51M
Liberty Mutual Group, Inc.0.04%$4.50M
Dominion Energy, Inc.0.04%$4.50M
Realty Income Corp.0.04%$4.49M
Pultegroup, Inc.0.04%$4.47M
Energy Transfer LP0.04%$4.46M
Centerpoint Energy Res0.04%$4.44M
Johnson & Johnson0.04%$4.45M

C000097895 overview: performance, fees, allocation and SEC filings