DFA Commodity Strategy Portfolio
DFA INVESTMENT DIMENSIONS GROUP INC

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Oct 31, 2025 → Jan 31, 2026

Expand a category to see the positions behind it, ranked by weight.

Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
UST BILLS 0% 05/14/2026 0 68,000,000 68,000,000 6.58% $67.32M
U.S. Treasury Bills 0 32,000,000 32,000,000 3.07% $31.35M
U.S. Treasury Bills 0 30,000,000 30,000,000 2.92% $29.82M
NEW ZEALAND GVT 0 48,000,000 48,000,000 2.64% $26.95M
NZ LGFA BOND 0 45,000,000 45,000,000 2.58% $26.33M
Swedbank AB 0 10,000,000 10,000,000 0.96% $9.82M
Province of Ontario Canada 0 13,000,000 13,000,000 0.94% $9.60M
National Securities Clearing Corp. 0 9,000,000 9,000,000 0.88% $8.98M
Enbridge U.S., Inc. 0 7,750,000 7,750,000 0.76% $7.74M
ERP OPERATING LP 0 7,750,000 7,750,000 0.76% $7.74M
TotalEnergies Capital SA 0 7,625,000 7,625,000 0.74% $7.58M
AES Corp. 0 7,500,000 7,500,000 0.73% $7.47M
Province of Manitoba Canada 0 10,000,000 10,000,000 0.72% $7.40M
MYLAN NV 0 7,400,000 7,400,000 0.72% $7.39M
Bank of Nova Scotia/The 0 10,000,000 10,000,000 0.72% $7.37M
CAN HOUSING TRUS 0 10,000,000 10,000,000 0.72% $7.33M
CPPIB CAPITAL INC 0 9,600,000 9,600,000 0.69% $7.10M
Cisco Systems, Inc. 0 7,000,000 7,000,000 0.68% $7.00M
BECTON DICKINSON CO 0 7,000,000 7,000,000 0.68% $6.99M
Dominion Energy, Inc. 0 6,750,000 6,750,000 0.66% $6.75M
AMCOR FLEXIBLES NORTH AMER INC 0 6,500,000 6,500,000 0.63% $6.49M
Duke Energy Corp. 0 6,000,000 6,000,000 0.59% $5.99M
Lseg U.S. Fin Corp. 0 6,000,000 6,000,000 0.58% $5.97M
HARLEY DAVIDSON FUNDING 0 5,950,000 5,950,000 0.58% $5.92M
NUTRIEN LTD 0 5,750,000 5,750,000 0.56% $5.73M
QUEBEC PROVINCE 0 7,800,000 7,800,000 0.56% $5.73M
Province of Alberta Canada 0 7,600,000 7,600,000 0.55% $5.60M
PENSKE TRUCK LEASING/PTL SR UNSECURED 144A 06/26 1.7 0 5,600,000 5,600,000 0.54% $5.55M
BASF SE 0 5,500,000 5,500,000 0.53% $5.47M
REINSURANCE GRP 0 5,000,000 5,000,000 0.49% $5.00M
EVERSOURCE ENERGY 0 5,000,000 5,000,000 0.49% $4.99M
Keurig Dr. Pepper, Inc. 0 5,000,000 5,000,000 0.49% $4.99M
BLACK HILLS CORP 0 5,000,000 5,000,000 0.49% $4.98M
Rogers Communications, Inc. 0 5,000,000 5,000,000 0.49% $4.98M
TELUS CORP 0 4,500,000 4,500,000 0.43% $4.43M
PHILIP MORRIS INTERNATIONAL INC 0 4,200,000 4,200,000 0.41% $4.19M
OLD REPUB INTL 0 4,065,000 4,065,000 0.40% $4.06M
TANGER PROP LP 0 4,000,000 4,000,000 0.39% $3.97M
Novartis Capital Corporation 0 3,900,000 3,900,000 0.38% $3.92M
Boston Properties LP 0% CP 19/02/2026 0 3,750,000 3,750,000 0.37% $3.74M
Honeywell International, Inc. 0 3,500,000 3,500,000 0.34% $3.50M
Xcel Energy, Inc. 0 3,500,000 3,500,000 0.34% $3.49M
OVINTIV INC 0 3,500,000 3,500,000 0.34% $3.49M
MCCORMICK COMPANY INC 0 3,500,000 3,500,000 0.34% $3.49M
Province of Ontario Canada 0 4,100,000 4,100,000 0.30% $3.06M
UBS GROUP AG SR UNSECURED 144A 04/26 4.125 0 3,000,000 3,000,000 0.29% $3.00M
CDP Financial, Inc. 0 4,000,000 4,000,000 0.29% $3.00M
STANDARD CHARTERED PLC SR UNSECURED 144A 04/26 4.05 0 3,000,000 3,000,000 0.29% $3.00M
STANLEY BLACK 0 2,998,000 2,998,000 0.29% $3.00M
Stanley Black & Decker, Inc. 0 3,000,000 3,000,000 0.29% $2.99M
AVANGRID INC 0 3,000,000 3,000,000 0.29% $2.99M
General Motors Financial Co., Inc. 0 3,000,000 3,000,000 0.29% $2.99M
Equifax, Inc. 0 3,000,000 3,000,000 0.29% $2.98M
General Motors Financial Co., Inc. 0 3,000,000 3,000,000 0.29% $2.98M
VW CREDIT INC 0 3,000,000 3,000,000 0.29% $2.98M
HCA, Inc. 0 2,750,000 2,750,000 0.27% $2.74M
CVS HEALTH CORP 0 2,700,000 2,700,000 0.26% $2.69M
BRIXMOR OPERATIN 0 2,607,000 2,607,000 0.26% $2.61M
MPLX LP 0 2,500,000 2,500,000 0.24% $2.50M
KRAFT HEINZ FOOD 0 2,500,000 2,500,000 0.24% $2.49M
Asian Development Bank 0 4,000,000 4,000,000 0.24% $2.48M
BASF SE 0 2,400,000 2,400,000 0.23% $2.39M
NATL AUSTRALIABK 0 3,300,000 3,300,000 0.23% $2.33M
CDP Financial, Inc. 0 3,000,000 3,000,000 0.22% $2.25M
NextEra Energy Capital Holdings, Inc. 0 2,250,000 2,250,000 0.22% $2.24M
JABIL INC 0 2,159,000 2,159,000 0.21% $2.15M
SUNCOR ENERGY INC REGD 7.87500000 0 2,000,000 2,000,000 0.20% $2.03M
OVINTIV INC 0 2,000,000 2,000,000 0.20% $2.00M
HCA INC 0 2,000,000 2,000,000 0.20% $1.99M
Intesa Sanpaolo Funding LLC 0 2,000,000 2,000,000 0.19% $1.98M
AFRICAN DEVELOPMENT BANK 0 2,800,000 2,800,000 0.18% $1.89M
LSEGA FIN PLC 0 1,800,000 1,800,000 0.18% $1.79M
EQUIFAX INC 0 1,800,000 1,800,000 0.18% $1.79M
INTER AMERICAN DEVELOPMENT BANK 0 2,760,000 2,760,000 0.17% $1.76M
HUBBELL INC 0 1,750,000 1,750,000 0.17% $1.74M
FORTIVE CORP 0 1,700,000 1,700,000 0.17% $1.69M
International Bank for Reconstruction & Development 0 2,900,000 2,900,000 0.16% $1.68M
ENERGY TRANSFER 0 1,500,000 1,500,000 0.15% $1.50M
Honeywell International, Inc. 0 1,500,000 1,500,000 0.15% $1.49M
CORPORATE OFFICE 0 1,448,000 1,448,000 0.14% $1.44M
WEC ENERGY GROUP 0 1,366,000 1,366,000 0.13% $1.38M
DOMINION RESOURCES INC 0 1,250,000 1,250,000 0.12% $1.25M
AMCOR FINANCE USA INC 0 1,250,000 1,250,000 0.12% $1.25M
DUKE ENERGY CORP 0 1,250,000 1,250,000 0.12% $1.24M
CLOROX CO 0 1,200,000 1,200,000 0.12% $1.20M
EMERA US FINANCE 0 1,138,000 1,138,000 0.11% $1.13M
APH Float 11/15/27 0 1,098,000 1,098,000 0.11% $1.10M
MARRIOTT INTERNATIONAL SR UNSECURED 09/26 5.45 0 1,000,000 1,000,000 0.10% $1.01M
BECTON DICKINSON CO 0 1,000,000 1,000,000 0.10% $998.63K
Equifax, Inc. 0 1,000,000 1,000,000 0.10% $998.09K
EVERSOURCE ENERGY 0 1,000,000 1,000,000 0.10% $997.34K
OVINTIV INC 0% CP 0 1,000,000 1,000,000 0.10% $996.97K
GLENCORE FUNDING LLC 0 1,000,000 1,000,000 0.10% $996.94K
MACQUARIE GROUP LTD 0 1,000,000 1,000,000 0.10% $994.41K
EBAY INC 0 1,000,000 1,000,000 0.10% $993.35K
LSEG US FIN CORP 0 1,000,000 1,000,000 0.10% $991.41K
HNDA Float 11/19/27 0 900,000 900,000 0.09% $901.38K
ALTRIA GROUP INC 0 900,000 900,000 0.09% $899.83K
Asian Development Bank 0 1,500,000 1,500,000 0.08% $863.47K
Keurig Dr. Pepper, Inc. 0 750,000 750,000 0.07% $748.00K
Enel Finance America LLC 0% CP 06/03/2026 0 750,000 750,000 0.07% $747.20K
DUKE ENERGY CORP 0 750,000 750,000 0.07% $745.20K
Marriott International Inc/MD 0 700,000 700,000 0.07% $696.31K
GLOBAL PAY INC 0 590,000 590,000 0.06% $588.69K
KEURIG DR PEPPER INC REGD V/R 5.02405700 0 567,000 567,000 0.06% $567.93K
THE AES CORPORATION 0 500,000 500,000 0.05% $499.84K
TELUS Corp. 0 500,000 500,000 0.05% $496.48K
HIGHMARK INC SR UNSECURED 144A 05/26 1.45 0 500,000 500,000 0.05% $495.63K
BAT INTL FINANCE 0 476,000 476,000 0.05% $474.41K
ESSEX PORTFOLIO 0 460,000 460,000 0.04% $459.37K
BOARDWALK PIPELI 0 398,000 398,000 0.04% $398.72K
EQUINIX INC 0 370,000 370,000 0.04% $367.31K
AMERICAN TOWER 0 340,000 340,000 0.03% $338.39K
CROWN CASTLE INT 0 252,000 252,000 0.02% $251.58K
HARLEY DAVIDSON FUNDING 0 250,000 250,000 0.02% $249.11K
PRUDENTIAL FINL INC 1.5% 03/10/2026 0 220,000 220,000 0.02% $219.48K
EVERSOURCE ENERGY SR UNSECURED 03/26 3.35 0 200,000 200,000 0.02% $199.83K
SEMPRA 0 100,000 100,000 0.01% $100.58K
ELEMENT FLEET MGT. 6.271% 0 90,000 90,000 0.01% $90.65K
BROADRIDGE FINAN 0 70,000 70,000 0.01% $69.78K
KROGER CO 0 36,000 36,000 0.00% $36.00K
RRP NEW ZEALAND GOVERNMENT OF 0 1 1 -0.09% -$885.24K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
U.S. Treasury Bills 68,000,000 0 -68,000,000 0.00% -$67.82M
U.S. Treasury Bills 23,000,000 0 -23,000,000 0.00% -$22.73M
U.S. Treasury Bills 20,000,000 0 -20,000,000 0.00% -$19.85M
U.S. Treasury Bills 15,000,000 0 -15,000,000 0.00% -$14.96M
Sanofi SA 10,000,000 0 -10,000,000 0.00% -$9.99M
BNG Bank NV 10,000,000 0 -10,000,000 0.00% -$9.95M
U.S. Treasury Bills 10,000,000 0 -10,000,000 0.00% -$9.95M
PSP CAPITAL INC 9,000,000 0 -9,000,000 0.00% -$8.92M
AMERICAN EXPRESS CO SR UNSECURED 02/26 VAR 8,876,000 0 -8,876,000 0.00% -$8.88M
Archer-Daniels-Midland Co. 8,000,000 0 -8,000,000 0.00% -$7.96M
NextEra Energy Capital Holdings, Inc. 7,800,000 0 -7,800,000 0.00% -$7.81M
Enbridge U.S., Inc. 7,500,000 0 -7,500,000 0.00% -$7.49M
EIDP INC 7,500,000 0 -7,500,000 0.00% -$7.49M
Chevron Phillips Chemical Co. LLC 7,500,000 0 -7,500,000 0.00% -$7.46M
Alimentation Couche-Tard Inc 7,500,000 0 -7,500,000 0.00% -$7.43M
ERAC USA Finance LLC 7,000,000 0 -7,000,000 0.00% -$6.99M
Telstra Group Ltd 7,000,000 0 -7,000,000 0.00% -$6.93M
HARLEY DAVIDSON FUNDING 6,750,000 0 -6,750,000 0.00% -$6.72M
SHERWIN WILLIAMS CO 6,500,000 0 -6,500,000 0.00% -$6.50M
Stanley Black & Decker, Inc. 5,750,000 0 -5,750,000 0.00% -$5.74M
PENSKE TRUCK LEASING/PTL SR UNSECURED 144A 11/25 1.2 5,736,000 0 -5,736,000 0.00% -$5.73M
Electricite de France SA 5,625,000 0 -5,625,000 0.00% -$5.61M
PHILIP MORRIS IN 5,600,000 0 -5,600,000 0.00% -$5.61M
CRH America Finance Inc 5,500,000 0 -5,500,000 0.00% -$5.48M
SYSCO CORP 5,500,000 0 -5,500,000 0.00% -$5.47M
Intesa Sanpaolo Funding LLC 5,250,000 0 -5,250,000 0.00% -$5.24M
NISOURCE INC 5,000,000 0 -5,000,000 0.00% -$4.99M
Nutrien Ltd. 5,000,000 0 -5,000,000 0.00% -$4.99M
Nestle Finance International Ltd. 5,000,000 0 -5,000,000 0.00% -$4.99M
TransCanada PipeLines, Ltd. 5,000,000 0 -5,000,000 0.00% -$4.99M
PHILLIPS 66 5,000,000 0 -5,000,000 0.00% -$4.99M
Caisse des Depots et Consignations 5,000,000 0 -5,000,000 0.00% -$4.98M
ENTERGY CORP 5,000,000 0 -5,000,000 0.00% -$4.98M
Toronto-Dominion Bank 5,000,000 0 -5,000,000 0.00% -$4.97M
Enel Finance America LLC 5,000,000 0 -5,000,000 0.00% -$4.96M
LVMH Moet Hennessy Louis Vuitton SE 5,000,000 0 -5,000,000 0.00% -$4.96M
BECTON DICKINSON CO 4,750,000 0 -4,750,000 0.00% -$4.72M
Marriott International, Inc. 4,600,000 0 -4,600,000 0.00% -$4.59M
BP CAPITAL MARKETS PLC 4,500,000 0 -4,500,000 0.00% -$4.48M
American Honda Finance Corp. 4,500,000 0 -4,500,000 0.00% -$4.48M
ORACLE CORPORATION 01/26 ZCP 4,500,000 0 -4,500,000 0.00% -$4.46M
CAISSE DES DEPOTS ET CONSIGNATIONS 4,400,000 0 -4,400,000 0.00% -$4.40M
LSEGA FINANCING PLC 4,000,000 0 -4,000,000 0.00% -$3.99M
Duke Energy Corporation 4,000,000 0 -4,000,000 0.00% -$3.99M
Mondelez International, Inc. 4,000,000 0 -4,000,000 0.00% -$3.98M
AVANGRID INC 4,000,000 0 -4,000,000 0.00% -$3.98M
PARKER HANNIFIN CORP 4,000,000 0 -4,000,000 0.00% -$3.97M
MERCEDES BENZ FIN NA COMPANY GUAR 144A 01/26 VAR 3,800,000 0 -3,800,000 0.00% -$3.80M
BOSTON PROPERTIES LP 3,775,000 0 -3,775,000 0.00% -$3.77M
AGENCE FRANCAISE DE DEVELOPPEMENT EPIC 3,800,000 0 -3,800,000 0.00% -$3.77M
INTERCONTINENT 3,575,000 0 -3,575,000 0.00% -$3.57M
Campbell's Co. 3,500,000 0 -3,500,000 0.00% -$3.49M
DOMINION RESOURCES INC 3,385,000 0 -3,385,000 0.00% -$3.38M
DBS Bank Ltd 3,250,000 0 -3,250,000 0.00% -$3.22M
DOWDUPONT 3,032,000 0 -3,032,000 0.00% -$3.03M
Caisse des Depots et Consignations 3,000,000 0 -3,000,000 0.00% -$2.99M
Sanofi SA 3,000,000 0 -3,000,000 0.00% -$2.98M
Toronto-Dominion Bank 3,000,000 0 -3,000,000 0.00% -$2.98M
ORACLE CORP 2,800,000 0 -2,800,000 0.00% -$2.80M
TELUS Corp. 2,750,000 0 -2,750,000 0.00% -$2.75M
VW Credit, Inc. 2,750,000 0 -2,750,000 0.00% -$2.74M
VW Credit Inc 2,750,000 0 -2,750,000 0.00% -$2.72M
GEN MOTORS FIN 2,620,000 0 -2,620,000 0.00% -$2.60M
LSEGA Financing PLC 2,500,000 0 -2,500,000 0.00% -$2.49M
PHILIP MORRIS IN 2,440,000 0 -2,440,000 0.00% -$2.44M
PSP Capital, Inc. 2,250,000 0 -2,250,000 0.00% -$2.24M
Entergy Corporation 2,050,000 0 -2,050,000 0.00% -$2.04M
National Rural Utilities Cooperative Finance Corp. 2,000,000 0 -2,000,000 0.00% -$2.00M
DOW CHEMICAL CO 2,000,000 0 -2,000,000 0.00% -$2.00M
Mondelez International, Inc. 2,000,000 0 -2,000,000 0.00% -$2.00M
BASF SE 2,000,000 0 -2,000,000 0.00% -$2.00M
SCHWAB CHARLES 06/05/2025 2,000,000 0 -2,000,000 0.00% -$2.00M
TOTALENERGIES CAPITAL SA 2,000,000 0 -2,000,000 0.00% -$2.00M
CAMPBELL SOUP CO 2,000,000 0 -2,000,000 0.00% -$1.99M
Glencore Funding LLC 2,000,000 0 -2,000,000 0.00% -$1.99M
Oesterreichische Kontrollbank AG 1,828,000 0 -1,828,000 0.00% -$1.83M
BECTON DICKINSON CO 1,800,000 0 -1,800,000 0.00% -$1.80M
Phillips 66 1,750,000 0 -1,750,000 0.00% -$1.75M
DUKE ENERGY CORP 1,750,000 0 -1,750,000 0.00% -$1.75M
TransCanada PipeLines, Ltd. 1,750,000 0 -1,750,000 0.00% -$1.75M
TELSTRA GROUP LTD 1,750,000 0 -1,750,000 0.00% -$1.74M
TELUS Corp. 1,750,000 0 -1,750,000 0.00% -$1.73M
LSEGA Financing PLC 1,550,000 0 -1,550,000 0.00% -$1.54M
ITC HOLDINGS CORP 1,500,000 0 -1,500,000 0.00% -$1.50M
Duke Energy Corp. 1,500,000 0 -1,500,000 0.00% -$1.50M
NextEra Energy Capital Holdings, Inc. 1,500,000 0 -1,500,000 0.00% -$1.50M
AVANGRID INC 1,500,000 0 -1,500,000 0.00% -$1.50M
AMER ELEC PWR 1,495,000 0 -1,495,000 0.00% -$1.50M
STANDARD CHARTERED BANK PLC 1,500,000 0 -1,500,000 0.00% -$1.49M
DEUTSCHE BANK AG SR NON PREF 4.1% 01-13-26 1,300,000 0 -1,300,000 0.00% -$1.30M
Becton Dickinson & Co. 1,250,000 0 -1,250,000 0.00% -$1.25M
Nutrien Ltd. 1,250,000 0 -1,250,000 0.00% -$1.25M
Medtronic Global Holdings SCA 1,185,000 0 -1,185,000 0.00% -$1.18M
AMERICAN HONDA FINANCE SR UNSECURED 01/26 VAR 1,140,000 0 -1,140,000 0.00% -$1.14M
AON PLC 1,055,000 0 -1,055,000 0.00% -$1.05M
ERAC USA Finance LLC 1,000,000 0 -1,000,000 0.00% -$997.73K
MEDTRONIC GLOB HLDS SCA 1,000,000 0 -1,000,000 0.00% -$997.65K
PARKER HANNIFIN CORP 1,000,000 0 -1,000,000 0.00% -$995.54K
Honeywell International, Inc. 1,000,000 0 -1,000,000 0.00% -$995.07K
Honeywell International, Inc. 1,000,000 0 -1,000,000 0.00% -$994.61K
Campbell's Co. 1,000,000 0 -1,000,000 0.00% -$994.44K
Mondelez International, Inc. 1,000,000 0 -1,000,000 0.00% -$994.12K
NOMURA HOLDINGS INC SR UNSECURED 01/26 5.709 920,000 0 -920,000 0.00% -$922.01K
SUMITOMO MITSUI FINL GRP SR UNSECURED 01/26 VAR 830,000 0 -830,000 0.00% -$832.06K
ROGERS COMMUNIC 802,000 0 -802,000 0.00% -$801.24K
John Deere Financial, Inc. 750,000 0 -750,000 0.00% -$749.18K
PHILLIPS 66 750,000 0 -750,000 0.00% -$748.29K
NNN REIT INC 4% 11/15/2025 600,000 0 -600,000 0.00% -$599.78K
BAYER US FIN II 500,000 0 -500,000 0.00% -$499.76K
Danske Bank AS 500,000 0 -500,000 0.00% -$499.72K
NUTRIEN LTD 500,000 0 -500,000 0.00% -$499.43K
NextEra Energy Capital Holdings, Inc. 500,000 0 -500,000 0.00% -$498.58K
NUTRIEN LTD 500,000 0 -500,000 0.00% -$498.21K
LSEGA FINANCING PLC 500,000 0 -500,000 0.00% -$497.46K
TELUS Corp 500,000 0 -500,000 0.00% -$495.71K
CAMPBELL SOUP CO 250,000 0 -250,000 0.00% -$249.85K
Chevron Phillips Chemical Co. LLC 250,000 0 -250,000 0.00% -$249.64K
VW CREDIT INC 250,000 0 -250,000 0.00% -$249.32K
PEPSICO INC 200,000 0 -200,000 0.00% -$200.04K
REALTY INCOME 200,000 0 -200,000 0.00% -$200.00K
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
HP ENTERPRISE 6,000,000 7,500,000 1,500,000 0.74% $1.51M
INTEL CORP SR UNSECURED 02/26 4.875 540,000 5,890,000 5,350,000 0.58% $5.35M
ITALY GOV'T INT 4,266,000 5,640,000 1,374,000 0.55% $1.40M
T-MOBILE USA INC 3,500,000 4,917,000 1,417,000 0.48% $1.44M
SOUTHWESTN EL PR 650,000 4,650,000 4,000,000 0.45% $3.99M
U.S. Secured Overnight Financing Rate 207,774,928 237,928,512 30,153,583 0.28% $618.41K
NTT FINANCE 500,000 1,600,000 1,100,000 0.16% $1.10M
WTI CRUDE SEP 26 238 433 195 0.14% $1.22M
WTI CRUDE MAR 26 86 193 107 0.07% $726.89K
ZINC FUTURES 3 MONTHS 85 122 37 0.04% $20.25K
ZCS BRL 14.0087 05/12/25-01/04/27 CME 60 96 36 0.01% $99.86K
WHEAT SEP 26 470 732 262 0.00% -$527.47K
WORLDCLIMATE PARI MAR26 125 283 158 -0.03% -$118.55K
SILVER SEP 26 80 90 10 -0.15% -$1.36M
US DOLLARS 208,449,749 245,298,782 36,849,034 -0.35% -$5.85M
ZAR/USD FORWARD 221,370,047 245,090,890 23,720,843 -0.58% -$8.40M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
WIB 0 03/19/26 73,000,000 60,000,000 -13,000,000 5.84% -$12.25M
The DFA Short Term Investment Fund 697,753 421,732 -276,021 0.48% -$3.19M
DFA Short Term Investment Fund 8,167,685 4,718,055 -3,449,630 0.46% -$3.45M
ASIAN DEVELOPMENT BANK 5,835,000 835,000 -5,000,000 0.08% -$5.05M
ZSCALER INC CFD 213,687,878 204,818,173 -8,869,705 -0.29% -$4.08M
ZOOM COMMUNICATIONS INC CLASS A 188,397,015 176,560,876 -11,836,139 -0.68% -$7.83M
Security Shares Oct 2025 Shares Jan 2026 Δ shares End % Δ value
INTER AMERICAN DEVELOPMENT BANK 22,000,000 22,000,000 0 2.15% -$4.54K
DBS GROUP HOLDINGS LTD SR UNSECURED 144A 03/28 VAR 20,000,000 20,000,000 0 1.96% -$15.95K
AUSTRALIA NEW ZEALAND BANKING GROUP LTD 19,300,000 19,300,000 0 1.90% $8.43K
NATIONAL AUSTRALIA BANK LTD FRN SOFR+62 06/11/2027 144A 16,950,000 16,950,000 0 1.66% $28.14K
INTL BK RECON + DEVELOP SR UNSECURED 06/27 VAR 16,000,000 16,000,000 0 1.57% -$1.51K
WESTPAC BANKING CORP FRN SOFR+46 10/20/2026 15,550,000 15,550,000 0 1.52% $3.01K
CVX Float 02/26/28 14,178,000 14,178,000 0 1.39% $15.50K
U.S. Treasury Notes 13,000,000 13,000,000 0 1.27% $5.53K
PUBLIC STORAGE 10,100,000 10,100,000 0 0.99% $3.48K
European Bank for Reconstruction & Development 10,000,000 10,000,000 0 0.98% -$893
NATWEST MARKETS PLC SR UNSECURED 144A 03/28 VAR 9,000,000 9,000,000 0 0.89% $18.38K
NTT FIN. CORP FRN 8,250,000 8,250,000 0 0.82% -$1.38K
TOYOTA MOTOR CREDIT CORP SR UNSECURED 03/27 VAR 7,900,000 7,900,000 0 0.78% $1.36K
CONSOLIDATED EDISON CO OF NY FRN SOFRINDX+52 11/18/2027 7,600,000 7,600,000 0 0.74% $11.87K
Credit Agricole Corporate & Investment Bank SA 7,500,000 7,500,000 0 0.73% $75.93K
International Bank for Reconstruction & Development 7,368,000 7,368,000 0 0.72% $5.01K
CREDIT AGRICOLE SA SR UNSECURED 144A 03/27 VAR 7,250,000 7,250,000 0 0.71% $2.77K
SCHW FLOAT 05/13/26 7,200,000 7,200,000 0 0.70% $2.60K
HSBC USA INC REGD V/R 5.15916200 7,000,000 7,000,000 0 0.69% $5.97K
JOHN DEERE CAPITAL CORP SR UNSECURED 03/28 VAR 7,000,000 7,000,000 0 0.69% $20.85K
GENERAL ELECTRIC CO SR UNSECURED 05/26 VAR 6,714,000 6,714,000 0 0.66% -$6.64K
COMMONWEALTH BANK OF AUSTRALIA 6,500,000 6,500,000 0 0.64% -$268
CATERPILLAR FINL SVCS CORP FRN SOFR+69 10/16/2026 6,500,000 6,500,000 0 0.64% -$6.12K
WELLS FARGO BK NATL ASSN FRN SOFR+107 12/11/2026 5,930,000 5,930,000 0 0.58% -$23.12K
COOPERAT RABOBANK UA/NY 01/28 VAR 5,700,000 5,700,000 0 0.56% $16.75K
PAYPAL HOLDINGS INC FRN SOFR+67 03/06/2028 5,623,000 5,623,000 0 0.55% -$585
JP MORGAN CHASE BANK NA SR UNSECURED 12/26 VAR 5,250,000 5,250,000 0 0.52% -$9.98K
AMERICAN TOWER 5,151,000 5,151,000 0 0.50% -$467
MasterCard Incorporated 5,100,000 5,100,000 0 0.50% $5.70K
CVS HEALTH CORP 5,100,000 5,100,000 0 0.50% -$6.52K
MACQUARIE BANK LTD 5,000,000 5,000,000 0 0.49% -$216
ABN AMRO BANK NV FRN 5,000,000 5,000,000 0 0.49% $13.77K
SVENSKA HANDELSBANKEN AB FRN SOFR+125 06/15/2026 144A 5,000,000 5,000,000 0 0.49% -$13.14K
BOEING CO 5,000,000 5,000,000 0 0.49% $16.60K
VONTIER CORP 5,000,000 5,000,000 0 0.49% $31.68K
DAIMLER TRUCKS FINANCE NORTH AMERICA LLC FRN SOFR+84 01/13/2028 144A 4,830,000 4,830,000 0 0.47% $1.24K
SUMITOMO MITSUI TRUST BANK LTD FRN SOFR+112 03/09/2026 144A 4,500,000 4,500,000 0 0.44% -$9.90K
AUSTRALIA NEW ZEALAND BANKING GROUP LTD 4,000,000 4,000,000 0 0.39% $1.75K
NATIONAL SECURITIES CLEARING CORP 3,750,000 3,750,000 0 0.37% $6.39K
ROYAL BANK OF CANADA FRN SOFRINDX+95 01/19/2027 3,600,000 3,600,000 0 0.35% -$1.48K
CARGILL INC FRN SOFR+61 02/11/2028 144A 3,500,000 3,500,000 0 0.34% -$165
COMMONWEALTH BANK OF AUSTRALIA 3,400,000 3,400,000 0 0.33% $12.63K
GSK Float 03/12/27 3,350,000 3,350,000 0 0.33% -$5.76K
SUMITOMO TR&BK 3,000,000 3,000,000 0 0.30% -$2.03K
PEPSICO INC SR UNSECURED 02/26 VAR 3,020,000 3,020,000 0 0.30% -$2.71K
TORONTO DOMINION BANK THE 2,900,000 2,900,000 0 0.28% -$6.50K
COOPERATIEVE RABOBANK UA NY 2,600,000 2,600,000 0 0.26% $7.78K
Federal National Mortgage Association 2,500,000 2,500,000 0 0.25% -$3.69K
AMERICAN HONDA FINANCE CORP FRN SOFR+82 03/03/2028 2,500,000 2,500,000 0 0.25% $2.59K
JOHN DEERE CAPITAL CORP SR UNSECURED 03/26 VAR 2,500,000 2,500,000 0 0.24% -$1.46K
CIGNA GROUP/THE 2,502,000 2,502,000 0 0.24% $19.61K
HSBC USA INC SR UNSECURED 03/27 VAR 2,250,000 2,250,000 0 0.22% -$1.48K
CANADIAN IMPERIAL BK OF COMM FRN SOFR+122 10/02/2026 2,200,000 2,200,000 0 0.22% -$3.72K
BMW US CAP. LLC FRN 2,143,000 2,143,000 0 0.21% -$1.03K
BOSTON PROP LP 2,117,000 2,117,000 0 0.21% $4.33K
BANK OF MONTREAL SR UNSECURED 06/26 VAR 2,100,000 2,100,000 0 0.21% -$4.00K
BMW US CAPITAL LLC COMPANY GUAR 144A 04/26 VAR 2,000,000 2,000,000 0 0.20% -$825
TOYOTA MOTOR CREDIT CORP SR UNSECURED 05/26 VAR 1,800,000 1,800,000 0 0.18% -$2.24K
SUMITOMO MITSUI TRUST BANK LTD FRN SOFR+115 09/14/2026 144A 1,750,000 1,750,000 0 0.17% -$2.94K
VW Float 03/20/26 1,700,000 1,700,000 0 0.17% -$726
SUMITOMO MITSUI FINL GRP SR UNSECURED 01/27 VAR 1,657,000 1,657,000 0 0.16% -$73
TEMASEK FINANCIAL I LTD COMPANY GUAR 144A 08/27 VAR 1,640,000 1,640,000 0 0.16% $533
GENERAL MTRS FINL CO INC FRN SOFRINDX+135 05/08/2027 1,600,000 1,600,000 0 0.16% $2.51K
MERCEDES BENZ FIN NA COMPANY GUAR 144A 03/28 VAR 1,600,000 1,600,000 0 0.16% $2.48K
MACQUARIE BANK LTD FRN SOFR+74 06/12/2028 144A 1,500,000 1,500,000 0 0.15% $432
HCA INC VARIABLE RATE 03/01/2028 1,500,000 1,500,000 0 0.15% -$4.06K
KEURIG DR PEPPER INC REGD V/R 4.63613700 1,500,000 1,500,000 0 0.15% $674
TORONTO-DOMINION BANK/THE 1,100,000 1,100,000 0 0.11% $2.26K
CATERPILLAR FINL SVCS CORP FRN SOFR+52 05/14/2027 1,066,000 1,066,000 0 0.10% $2.56K
AMERICAN HONDA FINANCE SR UNSECURED 10/26 VAR 1,055,000 1,055,000 0 0.10% $191
CITIBANK NA SR UNSECURED 05/27 VAR 1,000,000 1,000,000 0 0.10% -$2.59K
COMMONWEALTH BANK OF AUSTRALIA 1,000,000 1,000,000 0 0.10% $3.72K
FEDEX CORP 1,000,000 1,000,000 0 0.10% $2.99K
TORONTO DOMINION BANK THE 905,000 905,000 0 0.09% $1.33K
WILLIAMS COS INC 800,000 800,000 0 0.08% -$1.87K
ELEVANCE HEALTH INC SR UNSECURED 03/26 1.5 760,000 760,000 0 0.07% $5.33K
NATIONAL RURAL UTL COOP FIN FRN SOFR+82 09/16/2027 750,000 750,000 0 0.07% $900
RTX CORP 665,000 665,000 0 0.07% -$922
CROWN CASTLE INT 578,000 578,000 0 0.06% $368
GLENCORE FUNDING LLC COMPANY GUAR 144A 04/27 VAR 517,000 517,000 0 0.05% -$245
TELUS CORPORATION 500,000 500,000 0 0.05% $5.93K
TELUS CORP 500,000 500,000 0 0.05% $5.99K
AMERICAN HONDA FINANCE SR UNSECURED 03/27 VAR 440,000 440,000 0 0.04% $58
SUMITOMO MITSUI FINL GRP SR UNSECURED 07/26 VAR 208,000 208,000 0 0.02% -$504
7-Eleven, Inc. 130,000 130,000 0 0.01% $1.13K

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