DFCMX Mutual Fund

DFCMX Mutual Fund (DFA California Short Term Municipal Bond Portfolio) is managed by Dimensional with $896.7M in net assets. DFCMX expense ratio is 0.19%, holding 413 positions across sectors including Financials, Consumer Discretionary, Utilities. Inception date: 2007-04-02.

DFCMX performance shows a YTD return of 1.33%. The 1-year return is 1.92% and the 5-year return is 1.81%. DFCMX dividend yield stands at 2.20%, paid monthly.

DFCMX top holdings include County Of Los Angeles Ca 5 06/30/2027 (3.3%), Los Angeles-Trans 5 6/27 (2.9%), Bay Area Toll Auth Calif Toll 4.55% Apr 01, 2055 (2.4%), California 0.00% 10/6/26 (1.9%), Santa Cruz 5% 06/30/27 5 2027-06-30 (1.8%). Go to all DFCMX holdings, DFCMX sectors, or DFCMX dividends.

DFCMX can be compared against other funds. Use DFCMX overlap to find shared positions, or DFCMX vs another fund for a side-by-side view. DFCMX alternatives are available via the screener, along with tax-loss harvesting opportunities.