Vault-13

DFA SHORT-TERM EXTENDED QUALITY I DFEQX

BOND FUNDS · Open-End Fund · CUSIP 23320G521

3 institutional holders +1 vs Q1 2026
68,06568.1k shares reported held*
$708.6kreported value*
1 new 2 added 0 reduced 0 sold out net bought ≈ $17.5k (+1.7k 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 ≈ $10.41.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0123Q4 22: 1Q1 23: 1Q2 23: 1Q3 23: 0Q4 23: 0Q1 24: 0Q2 24: 0Q3 24: 0Q4 24: 1Q1 25: 2Q2 25: 2Q3 25: 3Q4 25: 3Q1 26: 2Q2 26: 33Q4 22Q4 23Q4 24Q4 25Q2 26
Numbers
QuarterHolders
Q4 20221
Q1 20231
Q2 20231
Q3 20230
Q4 20230
Q1 20240
Q2 20240
Q3 20240
Q4 20241
Q1 20252
Q2 20252
Q3 20253
Q4 20253
Q1 20262
Q2 20263

Buyers vs sellers

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

Bought or addedCut or sold out
404Q2 23: 0 bought or addedQ2 23: 1 cut or sold outQ3 23: 0 bought or addedQ3 23: 1 cut or sold outQ3 23Q1 25: 1 bought or addedQ1 25: 1 cut or sold outQ2 25: 2 bought or addedQ2 25: 1 cut or sold outQ2 25Q3 25: 2 bought or addedQ3 25: 1 cut or sold outQ4 25: 2 bought or addedQ4 25: 2 cut or sold outQ4 25Q1 26: 1 bought or addedQ1 26: 2 cut or sold outQ2 26: 3 bought or addedQ2 26: 0 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q2 202301
Q3 202301
Q1 202511
Q2 202521
Q3 202521
Q4 202522
Q1 202612
Q2 202630

Biggest buyers

Coston, McIsaac & Partners Added +1,182+1.2k
Vermillion Wealth Management, Inc. New +471+471
Transce3nd, LLC Added +26+26

Biggest sellers

None

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Coston, McIsaac & Partners 0.14% of their portfolio BAR HARBOR, ME 65,50965.5k $682.0k $682.0k 0.14% Added +1.2k +1,182
2 Transce3nd, LLC 0.19% of their portfolio BUDA, TX 2,0852.1k $21.7k $21.7k 0.19% Added +26 +26
3 Vermillion Wealth Management, Inc. 0.00% of their portfolio ROSEMOUNT, MN 471471 $4.9k $4.9k 0.00% New