DFA SHORT TERM MUNICIPAL BOND I - BOND FUNDS

Historical Holders from Q1 2014 to Q3 2025

Type / Class
Equity / BOND FUNDS
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares, excl. options
136,913
Holdings value
$1,394,746
% of all portfolios
0%
Number of holders
2
Number of buys
2
Average buys %
+0%
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Institutional Holders of DFA SHORT TERM MUNICIPAL BOND I - BOND FUNDS

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price Investors
2025 Q3 136,913 $1,394,746 +$1,322,232 $10.16 2
2025 Q2 7,155 $72,000 -$1,146,866 $10.06 1
2025 Q1 119,849 $1,218,866 +$1,218,866 $10.17 1
2023 Q3 0 $0 -$187,000 0
2023 Q2 18,621 $187,000 -$9,440 $10.04 1
2023 Q1 19,561 $197,000 -$9,537 $10.07 1
2022 Q4 20,508 $206,000 +$206,000 $10.04 1
2016 Q4 0 $0 -$189,000 0
2016 Q3 18,524 $189,000 +$19,875 $10.2 1
2016 Q2 16,576 $170,000 +$11,538 $10.26 1
2016 Q1 15,451 $158,000 +$158,000 $10.23 1
2015 Q2 0 $0 -$170,000 0
2015 Q1 16,600 $170,000 +$170,000 $10.24 1
2014 Q3 0 $0 -$54,000 0
2014 Q2 5,235 $54,000 -$150,000 $10.32 1
2014 Q1 19,979 $204,000 +$204,000 $10.21 1