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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.19 0.00 0%

14/03 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.5B

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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	22.98	22.98	0.00
Bonds	77.02	77.02	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	79.72	94.48
Cash	20.28	3.36

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 582

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
LOS ANGELES CNTY CALIF 5%	-	1.67	-	-
LOS ANGELES CALIF 5%	-	1.45	-	-
WISCONSIN ST TRANSN REV 5%	-	1.04	-	-
NORTH HEMPSTEAD N Y 4%	-	1.03	-	-
GASTON CNTY N C 4%	-	1.00	-	-
HAMILTON TWP MERCER CNTY N J 5%	-	0.97	-	-
ROCHESTER N Y 5%	-	0.97	-	-
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV VRDO IAM COML PAPER 3/A2 SER 2009	-	0.96	-	-
NORTH HEMPSTEAD N Y 4%	-	0.92	-	-
HUDSON CNTY N J 4%	-	0.91	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	33.44B	1.39	11.27	11.79
DFA US Core Equity 2 I	31.41B	1.32	10.85	11.23
DFA International Core Equity I	32.41B	6.16	5.65	5.79
DFA Emerging Markets Core Equity I	27.68B	-0.04	2.01	4.45
DFA US Large Cap Value I	23.56B	4.87	8.28	8.92

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