Dfa SHRT-TRM Muni BND-InstDFSMX
13F holders, Q4 2025 (December 31)1holders −1
0new positions
1sold out
$10.06avg. 13F price*
At the end of Q4 2025, 1 institutions reported holding Dfa SHRT-TRM Muni BND-Inst (DFSMX) in their 13F filings, down 1 from Q3 2025. 0 opened new positions and 1 sold out. The largest holder was Coston, McIsaac & Partners ($73K).
- Company
- Dfa SHRT-TRM Muni BND-Inst
- Filed as
- DFA SHORT TERM MUNICIPAL BOND I (Q4 2025)
- CUSIP
- 233203439
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 1 | $1.3M |
All 13F filers, Q3 2025 → Q4 2025: 53 shares bought and 129,710 shares sold, net −129,657 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1 holders
| Coston, McIsaac & Partners | 0.02% | Add +0.7% | 7,256 | $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.