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 (19), Joseph F. Kolerich (14), Travis A. Meldau (11) | |||
| 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 | 2.44% | |||
| 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 | 7.39% | |||
| Stock | 0.00% | |||
| U.S. Stock | 0.00% | |||
| Non-U.S. Stock | 0.00% | |||
| Bond | 92.61% | |||
| U.S. Bond | 92.61% | |||
| 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 | 0.29% | |||
| 30-Day Total Return | 0.99% | |||
| 60-Day Total Return | 0.20% | |||
| 90-Day Total Return | 0.38% | |||
| Year to Date Total Return | 1.52% | |||
| 1-Year Total Return | 1.94% | |||
| 2-Year Total Return | 4.95% | |||
| 3-Year Total Return | 8.72% | |||
| 5-Year Total Return | 9.48% | |||
| 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 | $10.20 | |||
| 1-Month Low NAV | $10.08 | |||
| 1-Month High NAV | $10.20 | |||
| 52-Week Low NAV | $10.08 | |||
| 52-Week Low NAV (Date) | Sep 29, 2026 | |||
| 52-Week High NAV | $10.27 | |||
| 52-Week High Price (Date) | Feb 25, 2026 | |||
| Beta / Standard Deviation | DFCMX-NASDAQ | Click to Compare |
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| Beta | 0.11 | |||
| Standard Deviation | 0.83 | |||
| Balance Sheet | DFCMX-NASDAQ | Click to Compare |
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| Total Assets | 897.76M | |||
| Operating Ratios | DFCMX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.19% | |||
| Turnover Ratio | 153.00% | |||
| Performance | DFCMX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 2.70% | |||
| Last Bear Market Total Return | 0.33% | |||