Dfa SHRT-TRM Muni BND-InstDFSMX
13F holders, Q2 2026 (June 30)2holders +1
1new positions
0sold out
$10.16avg. 13F price*
At the end of Q2 2026, 2 institutions reported holding Dfa SHRT-TRM Muni BND-Inst (DFSMX) in their 13F filings, up 1 from Q1 2026. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($831K) and Coston, McIsaac & Partners ($74K).
- Company
- Dfa SHRT-TRM Muni BND-Inst
- Filed as
- DFA SHORT TERM MUNICIPAL BOND I (Q2 2026)
- CUSIP
- 233203439
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $831K |
| Exits | 0 | $0 |
All 13F filers, Q1 2026 → Q2 2026: 81,759 shares bought, net +81,759 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.20% | New | 81,715 | $831K |
| Coston, McIsaac & Partners | 0.01% | Add +0.6% | 7,340 | $74K |
"% of holder's portfolio" is DFSMX's weight in each manager's 13F, not the share of Dfa SHRT-TRM Muni BND-Inst the manager owns.