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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.17 -0.00 0.00%

31/01 - Closed. Currency in USD

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.51B

General
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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	22.20	22.20	0.00
Bonds	77.80	77.80	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	80.31	94.33
Cash	19.69	3.68

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 537

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
LOS ANGELES CNTY CALIF 5%	-	1.73	-	-
LOS ANGELES CALIF 5%	-	1.50	-	-
BROWARD CNTY FLA SCH DIST 4%	-	1.33	-	-
NEW YORK N Y 3.15%	-	1.27	-	-
WISCONSIN ST TRANSN REV 5%	-	1.07	-	-
NORTH HEMPSTEAD N Y 4%	-	1.06	-	-
GASTON CNTY N C 4%	-	1.03	-	-
HAMILTON TWP MERCER CNTY N J 5%	-	1.00	-	-
ROCHESTER N Y 5%	-	1.00	-	-
CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV VRDO IAM COML PAPER 3/A2 SER 2009	-	0.99	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	36.57B	21.35	8.24	11.96
DFA US Core Equity 2 I	34.38B	20.27	7.92	11.38
DFA International Core Equity I	31.24B	3.99	1.87	5.78
DFA Emerging Markets Core Equity I	27.09B	7.32	1.18	4.84
DFA US Large Cap Value I	24.94B	12.75	5.80	8.59

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Recent Quotes

	Name	Price	Chg.	Chg. %
	DFA Short Term Mu.	10.17	-0.00	0.00%