Nasdaq - Delayed Quote USD
DFA Municipal Bond Institutional (DFMPX)
9.95
0.00
(0.00%)
At close: May 2 at 8:00:35 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
- 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
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Scottrade TF
- TD Ameritrade Institutional
- Securities America Advisors
- JP MORGAN NO-LOAD NTF
- JP MORGAN NO-LOAD TRANSACTION FEE
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- Vanguard TF
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Avantax
- Allowab (non-advisory)
Fund Summary
The Portfolio seeks its investment objective by investing primarily in a universe of investment grade municipal securities. Under normal market conditions, it will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. Generally, the Portfolio will acquire obligations that mature within fifteen years from the date of settlement. It will maintain a dollar-weighted average portfolio duration of more than three years but less than five years.
Fund Overview
| Category | Muni National Short |
| Fund Family | Dimensional Fund Advisors |
| Net Assets | 507.51M |
| YTD Return | 0.27% |
| Yield | 1.56% |
| Morningstar Rating | |
| Inception Date | Mar 10, 2015 |
Performance & Risk
| YTD Return | 0.14% |
| 5y Average Return | 0.45% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.56 |
| Morningstar Risk Rating |
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