DFA California Short Term Municipal Bond Portfolio Institutional Class
DFCMX
NASDAQ
| Weiss Ratings | DFCMX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | DFCMX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | David A. Plecha (18), Joseph F. Kolerich (13), Travis A. Meldau (10) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFCMX-NASDAQ | Click to Compare |
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| Fund Name | DFA California Short Term Municipal Bond Portfolio Institutional Class | |||
| Category | Muni Single State Short | |||
| Sub-Category | US Municipal Fixed Income | |||
| Prospectus Objective | Municipal Bond - Single State | |||
| Inception Date | Apr 02, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFCMX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.71% | |||
| Dividend | DFCMX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | -- | |||
| Asset Allocation | DFCMX-NASDAQ | Click to Compare |
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| Cash | 14.26% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 85.74% | |||
| U.S. Bond | 85.74% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFCMX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.19% | |||
| 30-Day Total Return | 0.48% | |||
| 60-Day Total Return | 0.82% | |||
| 90-Day Total Return | 1.22% | |||
| Year to Date Total Return | 2.61% | |||
| 1-Year Total Return | 3.15% | |||
| 2-Year Total Return | 6.70% | |||
| 3-Year Total Return | 8.90% | |||
| 5-Year Total Return | 7.43% | |||
| Price | DFCMX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DFCMX-NASDAQ | Click to Compare |
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| Nav | $10.28 | |||
| 1-Month Low NAV | $10.24 | |||
| 1-Month High NAV | $10.28 | |||
| 52-Week Low NAV | $10.16 | |||
| 52-Week Low NAV (Date) | Apr 09, 2025 | |||
| 52-Week High NAV | $10.28 | |||
| 52-Week High Price (Date) | Sep 16, 2025 | |||
| Beta / Standard Deviation | DFCMX-NASDAQ | Click to Compare |
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| Beta | 0.16 | |||
| Standard Deviation | 1.19 | |||
| Balance Sheet | DFCMX-NASDAQ | Click to Compare |
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| Total Assets | 820.35M | |||
| Operating Ratios | DFCMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.19% | |||
| Turnover Ratio | 171.00% | |||
| Performance | DFCMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 2.14% | |||
| Last Bear Market Total Return | 0.33% | |||