Dfa Short-Term Municipal Bond PortfolioDFSMX
Type
Mutual fund
Peer group
Municipal bond
Net assets
$1.4B
Expense ratio
0.18%
1-year return
+2.8%
3 years, a year
+2.9%
5 years, a year
+1.8%
Holdings
604
What it aims to do.
The investment objective of the DFA Short-Term Municipal Bond Portfolio (the Short-Term Municipal Bond Portfolio or the Portfolio) is to provide current income that is exempt from federal personal income taxes and to preserve investors principal.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| County of Suffolk NY | 1.53% |
| City of Danbury CT | 1.43% |
| State of California | 1.32% |
| School District of Broward County/FL | 1.17% |
| State of Maryland | 1.15% |
| County of Hudson NJ | 1.14% |
| County of Union NJ | 1.09% |
| California Statewide Com | 1.09% |
| City of Seattle WA | 0.96% |
| City of Lawrence KS | 0.95% |
More on DFSMX.
- DFSMX overview
- DFSMX holdings
- DFSMX risk
- DFSMX costs
- DFSMX money in and out
- DFSMX share classes
- Compare DFSMX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.