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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.19 0.00 0%

24/02 - 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	25.64	25.64	0.00
Bonds	74.36	74.36	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	76.84	94.34
Cash	23.16	3.68

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 546

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
LOS ANGELES CNTY CALIF 5%	-	1.75	-	-
LOS ANGELES CALIF 5%	-	1.52	-	-
BROWARD CNTY FLA SCH DIST 4%	-	1.35	-	-
WISCONSIN ST TRANSN REV 5%	-	1.09	-	-
NORTH HEMPSTEAD N Y 4%	-	1.08	-	-
GASTON CNTY N C 4%	-	1.05	-	-
HAMILTON TWP MERCER CNTY N J 5%	-	1.02	-	-
ROCHESTER N Y 5%	-	1.02	-	-
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV VRDO IAM COML PAPER 3/A2 SER 2009	-	1.01	-	-
NORTH HEMPSTEAD N Y 4%	-	0.97	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	35.64B	3.10	11.29	12.66
DFA US Core Equity 2 I	33.38B	3.01	10.98	12.12
DFA International Core Equity I	31.67B	3.63	4.11	6.20
DFA Emerging Markets Core Equity I	27.67B	0.43	1.47	4.80
DFA US Large Cap Value I	24.57B	4.59	8.00	9.64

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Recent Quotes

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