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Dfa Intermediate-term Municipal Bond Portfolio Institutional Class (DFTIX)

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10.04 -0.02    -0.20%
30/10 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 1.37B
Type:  Fund
Market:  United States
Asset Class:  Equity
DFA Intermediate-Term Municipal Bd I 10.04 -0.02 -0.20%

DFTIX Overview

 
On this page you'll find an in-depth profile of Dfa Intermediate-term Municipal Bond Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFTIX among other information.
Category

Muni National Interm

Total Assets

1.37B

Expenses

0.20%

Inception Date

40969

Investment Strategy

The investment seeks to provide current income that is exempt from federal personal income tax. As a fundamental investment policy, under normal market conditions, the fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Phone +1 512 3067400

Top Executives

Name Title Since Until
Travis A. Meldau Portfolio Manager 2015 Now
Biography Mr. Meldau is a Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Meldau holds an MBA from Wake Forest University, and a BSBA from Appalachian State University. Mr. Meldau joined Dimensional in 2011, has been a portfolio manager since 2011.
David A. Plecha Senior Portfolio Manager 2012 Now
Biography David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments.
Joseph F. Kolerich Senior Portfolio Manager 2012 Now
Biography Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012.
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