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Dfa California Short Term Municipal Bond Portfolio Institutional Class (DFCMX)

US Funds

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10.20 -0.01 -0.10%

00:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 681.05M

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Dfa California Short Term Municipal Bond Portfolio Institutional Class Overview

On this page you'll find an in-depth profile of Dfa California Short Term Municipal Bond Portfolio Institutional Class. Learn about the key management, total assets, investment strategy and contact information of DFCMX among other information.

Investment Strategy

The investment seeks to provide current income that is expected to be exempt from federal personal income taxes and California state personal income taxes. As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal personal income tax and the California state personal income taxes. The advisor does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States

Phone +1 512 3067400

Web www.dimensional.com

Top Executives

Name	Title	Since	Until
Travis A. Meldau	Portfolio Manager	2015	Now
Biography	Mr. Meldau is a Portfolio Manager and Vice President of Dimensional Fund Advisors LP. Mr. Meldau holds an MBA from Wake Forest University, and a BSBA from Appalachian State University. Mr. Meldau joined Dimensional in 2011, has been a portfolio manager since 2011.
Joseph F. Kolerich	Senior Portfolio Manager	2012	Now
Biography	Joseph Kolerich is Head of Fixed Income, Americas, Senior Portfolio Manager and Vice President of Dimensional and a member of the Investment Committee. Mr. Kolerich has an MBA from the University of Chicago Booth School of Business and a BS from Northern Illinois University. Mr. Kolerich joined DFA as a portfolio manager in 2001 and has been responsible for the fixed income portfolios since 2012.
David A. Plecha	Senior Portfolio Manager	2007	Now
Biography	David Plecha is Dimensional’s Global Head of Fixed Income. A member of the Investment Committee and Investment Research Committee, he not only manages US and global portfolios but also maintains much of the fixed income research and client communications. Dave received his Chartered Financial Analyst® designation in 1996. Prior to joining Dimensional in 1989, he managed stock index futures and options for Leland O’Brien Rubinstein Associates and was an operations planner for Texas Instruments.
Stephen A. Clark	Vice President	2010	2012
Biography	Clark is Dimensional's Head of Portfolio Management and Vice President and is chairman of the Investment Committee. He joined Dimensional in 2001 as a general portfolio manager in U.S. equities, became head of international equities trading in 2004 and assumed his current position in 2006. His financial career began at John Nuveen & Co. in 1997, where he worked on mergers and acquisitions for the health care services division. He earned an MBA from the University of Chicago and a BS from Bradley University.

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA CA Short-Term.	10.20	-0.01	-0.10%