DFA Short-Term Extended Quality Portfolio Institutional Class (DFEQX)
NASDAQ NASDAQ Primary Summary
DFEQX Chart
DFA Short-Term Extended Quality Portfolio Institutional Class Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CGL Chester Gary Lloyd Coston, McIsaac & Partners | 64,327 | $674,789.08 | $670,930.61 | -$3,858.47 | -0.57% |
 Bruce Wheadon Transce3nd, LLC | 2,059 | $21,482.01 | $21,475.37 | -$6.64 | -0.03% |
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DFA Short-Term Extended Quality Portfolio Institutional Class Profile
| NASDAQ Exchange | United States Country |
Overview
The company described operates within the financial services sector, focusing on investments in fixed income securities. Its policy emphasizes maintaining at least 80% of its net assets in investment-grade fixed income securities, showcasing a conservative investment approach prioritizing stability and risk management. This investment strategy targets investors seeking steady returns with a lower risk profile compared to equity markets. The allowance for significant investment in U.S. government securities and obligations underscores a strong preference for high-security investments, reflecting an investment philosophy geared towards preservation of capital and liquidity.
Products and Services
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Investment Grade Fixed Income Securities: These are bonds and other types of securities with a high credit rating from rating agencies. By investing primarily in these, the portfolio aims to provide investors with a stable and relatively safe stream of income, while minimizing the risk of capital loss. Investment grade securities are considered less risky compared to lower-rated bonds, making them an attractive option for conservative investors.
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U.S. Treasury Bonds, Bills, and Notes: These securities are direct obligations of the U.S. government, making them one of the safest investment options available. The company’s portfolio significantly includes these instruments, offering investors protection against default and providing a reliable income stream. This focus on U.S. Treasury securities is indicative of a strategy that values security and predictability highly.
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Obligations of Federal Agencies and Instrumentalities: Apart from U.S. Treasuries, the portfolio diversifies into securities issued by various federal agencies and instrumentalities. These may include government-sponsored enterprises (GSEs) like Fannie Mae or Freddie Mac. While carrying slightly higher risk than treasuries, these obligations still offer a high degree of safety and are typically backed by the U.S. government to a certain extent, contributing to the portfolio’s balance between risk and return.
