DFSMX Mutual Fund
DFSMX Mutual Fund
DFSMX Mutual Fund
DFA Short Term Municipal Bond Portfolio
DFSMX Mutual Fund Overview
DFSMX Mutual Fund (DFA Short Term Municipal Bond Portfolio) is managed by Dimensional with $1.38B in net assets. DFSMX expense ratio is 0.18%, holding 604 positions across sectors including Financials, Health Care, Industrials. Inception date: 2002-08-20.
DFSMX performance shows a YTD return of 1.46%. The 1-year return is 2.24% and the 5-year return is 1.96%. DFSMX dividend yield stands at 2.51%, paid monthly.
DFSMX top holdings include Revere Ma Rev 07/27 Fixed 4 (1.4%), Danbury Ct 4 46440 2027-02-22 (1.4%), Clark Co- 5.% 11/01/27 5 2027-11-01 (1.3%), California St Cas 04/27 Fixed 5 (1.3%), Somerville Ma Smv 05/27 Fixed 4 (1.2%). Go to all DFSMX holdings, DFSMX sectors, or DFSMX dividends.
DFSMX can be compared against other funds. Use DFSMX overlap to find shared positions, or DFSMX vs another fund for a side-by-side view. DFSMX alternatives are available via the screener, along with tax-loss harvesting opportunities.