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Nasdaq - Delayed Quote USD

DFA Intermediate-Term Municipal Bd I (DFTIX)

9.94
+0.01
+(0.10%)
As of 8:09:09 AM EDT. Market Open.

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
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • Scottrade TF
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • 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)
  • 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 fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal income tax. The adviser 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 National Short
Fund Family Dimensional Fund Advisors
Net Assets 1.34B
YTD Return 0.23%
Yield 2.33%
Morningstar Rating
Inception Date Mar 01, 2012

Performance & Risk

YTD Return -0.05%
5y Average Return 0.88%
Rank in Category (ytd) 95
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

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