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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.19 0.00 0%

26/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 1.5B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFSMX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Short Term Municipal Bond I (DFSMX) fund. Our DFA Short Term Municipal Bond I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	13.43	13.43	0.00
Bonds	86.57	86.57	0.00

Style Box

Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Municipal	86.99	94.71
Cash	13.01	3.21

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 529

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
LOS ANGELES CNTY CALIF 5%	-	1.77	-	-
LOS ANGELES CALIF 5%	-	1.53	-	-
BROWARD CNTY FLA SCH DIST 4%	-	1.35	-	-
NORTH HEMPSTEAD N Y 4%	-	1.08	-	-
GASTON CNTY N C 4%	-	1.05	-	-
ROCHESTER N Y 5%	-	1.02	-	-
HAMILTON TWP MERCER CNTY N J 5%	-	1.02	-	-
NORTH HEMPSTEAD N Y 4%	-	0.97	-	-
BERGEN CNTY N J 5%	-	0.96	-	-
WISCONSIN ST TRANSN REV 5%	-	0.96	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	37.4B	18.75	8.68	11.96
DFA US Core Equity 2 I	35.75B	18.07	8.52	11.41
DFA International Core Equity I	30.58B	6.51	2.60	5.71
DFA Emerging Markets Core Equity I	27.84B	10.46	2.29	4.58
DFA US Large Cap Value I	25.9B	14.64	7.57	8.98

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Short Term Mu.	10.19	0.00	0%