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Dfa Intermediate-term Municipal Bond Portfolio Institutional Class (DFTIX)

US Funds

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9.84 -0.07 -0.71%

11/04 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 1.32B

Type: Fund

Market: United States

Issuer: Dimensional Fund Advisors

Asset Class: Equity

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DFTIX Holdings

Comprehensive information about top holdings and Key Holding Information for the DFA Intermediate-Term Municipal Bd I (DFTIX) fund. Our DFA Intermediate-Term Municipal Bd I portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.28	5.28	0.00
Bonds	94.72	94.72	0.00

Style Box

Bonds

For bond funds, the horizontal axis shows a fund’s maturity categories represented by: short-term, intermediate-term and long-term. The vertical axis is divided into three credit-quality categories grouped by credit rating: high, medium and low.

Sector Allocation

Bonds

Name	Net %	Category Average
Municipal	94.87	94.48
Cash	5.13	3.38

Region Allocation

Bonds

North America

Developed Markets

Top Holdings

Number of long holdings: 631

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
UNIVERSITY TEX UNIV REVS 5%	-	1.14	-	-
MASSACHUSETTS ST 5%	-	0.98	-	-
COLORADO HEALTH FACS AUTH REV 5%	-	0.89	-	-
PRINCE GEORGES CNTY MD 3%	-	0.81	-	-
METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTY TENN 4%	-	0.78	-	-
HAWAII ST 5%	-	0.77	-	-
MISSISSIPPI ST 5%	-	0.73	-	-
MONTGOMERY CNTY MD 4%	-	0.71	-	-
FORT WORTH TEX WTR & SWR REV 5%	-	0.70	-	-
COLUMBUS OHIO 4%	-	0.67	-	-

Top Equity Funds by Dimensional Fund Advisors

Name	Total Assets	YTD%	3Y%	10Y%
DFA US Core Equity 1 I	30.93B	-4.16	8.28	11.24
DFA International Core Equity I	29.91B	7.11	6.01	6.08
DFA US Core Equity 2 I	29.08B	-4.23	7.97	10.66
DFA Emerging Markets Core Equity I	25.13B	1.09	2.85	4.75
DFA US Large Cap Value I	21.65B	2.29	6.72	8.86

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