Morningstar

Dimensional California Municipal Bond ETF DFCA

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFCA

Will DFCA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFCA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFCA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFCA’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional California Municipal Bd ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFCA

More DFCA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CALIFORNIA ST 5%

1.57 11M
municipal

RIVERSIDE CNTY CALIF 5%

1.35 9M
municipal

BERKELEY CALIF 4%

1.12 8M
Cash and Equivalents

SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST 5%

1.07 8M
municipal

BAY AREA TOLL AUTH CALIF TOLL BRDG REV 2.75%

0.97 7M
municipal

LOS ANGELES CALIF UNI SCH DIST 5%

0.93 7M
municipal

SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST 5%

0.93 7M
municipal

CALIFORNIA ST 5%

0.91 6M
municipal

SAN FRANCISCO CALIF BAY AREA RAPID TRAN DIST 5%

0.80 6M
municipal

CALIFORNIA STATEWIDE CMNTYS DEV AUTH REV VRDO IAM COML PAPER 3/A2 SER 2009

0.78 5M
municipal

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