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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

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10.17 -0.00    0.00%
29/11 - Closed. Currency in USD
Type:  Fund
Market:  United States
Issuer:  Dimensional Fund Advisors
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 1.5B
DFA Short Term Municipal Bond I 10.17 -0.00 0.00%

DFSMX Overview

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

Muni National Short

Total Assets

1.5B

Expenses

0.19%

Inception Date

37488

Contact Information

Address 1299 Ocean Avenue, 11th Floor
Santa Monica,CA 90401
United States
Phone +1 512 3067400

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 2002 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.
Joseph F. Kolerich Senior Portfolio Manager 2002 2007
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.
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