Nasdaq - Delayed Quote USD
DFA CA Short-Term Municipal Bond I (DFCMX)
10.19
0.00
(0.00%)
At close: May 2 at 8:04:10 PM EDT
Investment Information
- Min Initial Investment
- 0
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- Comerica Bank
- Mid Atlantic Capital Corp
- Pershing FundCenter
- Shareholders Services Group
- JPMorgan
- (Junk)CommonWealth PPS
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Scottrade TF
- Matrix Financial Solutions
- TD Ameritrade Institutional
- Mid Atlantic Capital Group
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- LPL SWM - 10.24.2024
- Pershing Retirement Plan Network
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
Fund Summary
As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal personal income tax and the California state personal income taxes. The advisor does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.
Fund Overview
| Category | Muni Single State Short |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 739.67M |
| YTD Return | 0.70% |
| Yield | 2.69% |
| Morningstar Rating | |
| Inception Date | Apr 02, 2007 |
Performance & Risk
| YTD Return | 0.84% |
| 5y Average Return | 1.20% |
| Rank in Category (ytd) | 53 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.16 |
| Morningstar Risk Rating |
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