Dfa SHRT-TRM Muni BND-InstDFSMX
13F holders, Q3 2025 (September 30)2holders +1
1new positions
0sold out
$10.19avg. 13F price*
At the end of Q3 2025, 2 institutions reported holding Dfa SHRT-TRM Muni BND-Inst (DFSMX) in their 13F filings, up 1 from Q2 2025. 1 opened new positions and 0 sold out. The largest holders were Vermillion Wealth Management, Inc. ($1.3M) and Coston, McIsaac & Partners ($73K).
- Company
- Dfa SHRT-TRM Muni BND-Inst
- Filed as
- DFA SHORT TERM MUNICIPAL BOND I (Q3 2025)
- CUSIP
- 233203439
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $1.3M |
| Exits | 0 | $0 |
All 13F filers, Q2 2025 → Q3 2025: 129,758 shares bought, net +129,758 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Vermillion Wealth Management, Inc. | 0.36% | New | 129,710 | $1.3M |
| Coston, McIsaac & Partners | 0.02% | Add +0.7% | 7,203 | $73K |
"% 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.