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Dfa Short Term Municipal Bond Portfolio Institutional Class (DFSMX)

US Funds

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10.15 0.00 0.00%

15/04 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 1.47B

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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	14.06	14.06	0.00
Bonds	85.94	85.94	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	86.29	94.48
Cash	13.71	3.38

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 573

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
LOS ANGELES CNTY CALIF 5%	-	1.68	-	-
CALIFORNIA ST 5%	-	1.20	-	-
LOUISVILLE & JEFFERSON CNTY KY METRO GOVT HEALTH SYS REV 1.6%	-	1.12	-	-
MINNESOTA ST 5%	-	1.09	-	-
WISCONSIN ST TRANSN REV 5%	-	1.05	-	-
NORTH HEMPSTEAD N Y 4%	-	1.03	-	-
GASTON CNTY N C 4%	-	1.01	-	-
HUDSON CNTY N J 4%	-	0.98	-	-
DANBURY CONN 4%	-	0.98	-	-
HAMILTON TWP MERCER CNTY N J 5%	-	0.98	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	31.66B	-4.16	8.28	11.24
DFA International Core Equity I	31.26B	7.11	6.01	6.08
DFA US Core Equity 2 I	29.76B	-4.23	7.97	10.66
DFA Emerging Markets Core Equity I	26.26B	1.09	2.85	4.75
DFA US Large Cap Value I	22.19B	2.29	6.72	8.86

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