Morningstar

DFA California Short Term Municipal Bond Portfolio Institutional Class DFCMX

Medalist Rating as of Aug 31, 2026 See Dimensional Investment Hub

Strategy

The investment seeks to provide current income that is expected to be exempt from federal personal income taxes and California state personal income taxes. As a fundamental investment policy, under normal market conditions, the Portfolio will invest at least 80% of its net assets in municipal securities that pay interest exempt from federal personal income tax and the California state personal income taxes. The advisor does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFCMX	DFA California Short Term Municipal Bond Portfolio Institutional Class	Institutional	Open			Apr 2, 2007	$902.44M	0.190%	Low	$0	$55.19M

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