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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.20 0.00 0.00%

08/08 - 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	20.19	20.19	0.00
Bonds	79.81	79.81	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	81.36	94.77
Cash	18.64	3.39

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 581

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
CALIFORNIA ST 5%	-	1.25	-	-
MINNESOTA ST 5%	-	1.13	-	-
WISCONSIN ST TRANSN REV 5%	-	1.09	-	-
UNION CNTY N J 4%	-	1.03	-	-
HUDSON CNTY N J 4%	-	1.03	-	-
DANBURY CONN 4%	-	1.02	-	-
ROCHESTER N Y 5%	-	1.02	-	-
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV VRDO IAM COML PAPER 3/A2 SER 2009	-	1.02	-	-
NORTH HEMPSTEAD N Y 4%	-	0.97	-	-
SEATTLE WASH 5%	-	0.91	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.33B	7.24	15.30	12.41
DFA International Core Equity I	35.89B	20.01	13.74	7.01
DFA US Core Equity 2 I	34.51B	7.10	14.86	11.91
DFA Emerging Markets Core Equity I	30.9B	15.37	11.94	6.84
DFA US Large Cap Value I	23.58B	5.41	10.28	9.06

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