2 institutions reported holding $905,039 of DFA SHORT TERM MUNICIPAL BOND I (DFSMX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Vermillion Wealth Management, Inc. ($831,039), Coston, McIsaac & Partners ($74,000). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Vermillion Wealth Management, Inc. | $831,039 | 81,715 | New |
| 2 | Coston, McIsaac & Partners | $74,000 | 7,340 | Added |
Source: SEC Form 13F filings · as of 2026-06-30