Vault-13

DFA DIVERSIFIED FIXED INCOME INSTL DFXIX

BOND FUNDS · Open-End Fund · CUSIP 23320G166

2 institutional holders +1 vs Q1 2026
72,04072.0k shares reported held*
$668.4kreported value*
1 new 1 added 0 reduced 0 sold out net bought ≈ $640.6k (+69.1k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $9.28.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

012Q1 23: 1Q2 23: 1Q3 23: 0Q4 23: 1Q1 24: 0Q2 24: 0Q3 24: 0Q4 24: 1Q1 25: 2Q2 25: 1Q3 25: 2Q4 25: 1Q1 26: 1Q2 26: 22Q1 23Q4 23Q3 24Q2 25Q2 26
Numbers
QuarterHolders
Q1 20231
Q2 20231
Q3 20230
Q4 20231
Q1 20240
Q2 20240
Q3 20240
Q4 20241
Q1 20252
Q2 20251
Q3 20252
Q4 20251
Q1 20261
Q2 20262

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
202Q3 23: 0 bought or addedQ3 23: 1 cut or sold outQ4 23: 1 bought or addedQ4 23: 0 cut or sold outQ4 23Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 1 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 1 bought or addedQ3 25: 1 cut or sold outQ4 25: 0 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 0 cut or sold outQ2 26: 2 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202301
Q4 202310
Q1 202511
Q2 202511
Q3 202511
Q4 202502
Q1 202610
Q2 202620

Biggest buyers

Vermillion Wealth Management, Inc. New +69,112+69.1k
Transce3nd, LLC Added +36+36

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Vermillion Wealth Management, Inc. 0.15% of their portfolio ROSEMOUNT, MN 69,11269.1k $641.4k $641.4k 0.15% New
2 Transce3nd, LLC 0.24% of their portfolio BUDA, TX 2,9282.9k $27.1k $27.1k 0.24% Added +36 +36