DCARX Mutual Fund

DCARX Mutual Fund (DFA California Municipal Real Return Portfolio Institutional Class) is managed by Dimensional with $391.4M in net assets. DCARX expense ratio is 0.25%, holding 361 positions across sectors including Financials, Utilities, Consumer Discretionary. Inception date: 2017-11-01.

DCARX performance shows a YTD return of 1.75%. The 1-year return is 3.89% and the 5-year return is 2.75%. DCARX dividend yield stands at 3.22%, paid monthly.

DCARX top holdings include State of California (2.0%), San Francisco Bay Area Rapid Transit District 5 2027-08-01 (1.8%), Berkeley 4% 07/28/26 4 2026-07-28 (1.7%), San Diego County/San Diego County School Districts 5 2026-08-31 (1.3%), San Diego 5.% 06/30/26 (1.3%). View all DCARX holdings, sector breakdown, or dividend history.

DCARX can be compared against other funds using the overlap calculator or side-by-side comparison tool. DCARX alternatives are available via the screener, along with tax-loss harvesting opportunities.