Dfa SHRT-TRM Muni BND-InstDFSMX
13F holders, Q2 2025 (June 30)1holders
1new positions
1sold out
$10.06avg. 13F price*
At the end of Q2 2025, 1 institutions reported holding Dfa SHRT-TRM Muni BND-Inst (DFSMX) in their 13F filings, unchanged from Q1 2025. 1 opened new positions and 1 sold out. The largest holder was Coston, McIsaac & Partners ($72K).
- Company
- Dfa SHRT-TRM Muni BND-Inst
- Filed as
- DFA SHORT TERM MUNICIPAL BOND I (Q2 2025)
- CUSIP
- 233203439
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $72K |
| Exits | 1 | $1.2M |
All 13F filers, Q1 2025 → Q2 2025: 7,155 shares bought and 119,849 shares sold, net −112,694 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.02% | New | 7,155 | $72K |
"% 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.