DFSMX Mutual Fund

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 575 positions across sectors including Financials, Utilities, Industrials. Inception date: 2002-08-20.

DFSMX performance shows a YTD return of 1.17%. The 1-year return is 2.25% and the 5-year return is 1.88%. DFSMX dividend yield stands at 2.53%, paid monthly.

DFSMX top holdings include California St Cas 04/27 Fixed 5 (1.3%), Maryland Go 4 08/01/2023 (1.1%), Broward C 4.% 06/25/26 4 2026-06-25 (1.1%), Clover School District No. 2 (1.1%), Hudson County, New Jersey, Bond Anticipation Notes, Series 2025 (1.1%). 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.