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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.20 +0.01 +0.10%

16/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.45B

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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	27.85	27.85	0.00
Bonds	72.15	72.15	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	75.32	94.46
Cash	24.68	3.61

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 567

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CALIFORNIA ST 5%	-	1.27	-	-
MINNESOTA ST 5%	-	1.15	-	-
WISCONSIN ST TRANSN REV 5%	-	1.11	-	-
LOS ANGELES CNTY CALIF 5%	-	1.10	-	-
HUDSON CNTY N J 4%	-	1.04	-	-
DANBURY CONN 4%	-	1.04	-	-
ROCHESTER N Y 5%	-	1.04	-	-
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV VRDO IAM COML PAPER 3/A2 SER 2009	-	1.03	-	-
NORTH HEMPSTEAD N Y 4%	-	0.99	-	-
LAWRENCE KANS 4%	-	0.91	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	35.67B	5.09	17.90	12.26
DFA International Core Equity I	35.18B	21.59	16.10	7.16
DFA US Core Equity 2 I	33.75B	4.78	17.34	11.64
DFA Emerging Markets Core Equity I	30.15B	13.94	11.61	5.97
DFA US Large Cap Value I	23.95B	4.59	12.25	8.95

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Short Term Mu.	10.20	+0.01	+0.10%