Morningstar

DFA NY Municipal Bond Portfolio Institutional Class DNYMX

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 New York state personal income taxes. Under normal market conditions, the fund will invest at least 80% of its net assets in municipal securities that pay interest exempt from New York state and federal personal income taxes. The adviser does not currently intend to invest its assets in municipal securities whose interest is subject to the federal alternative minimum tax. Generally, the fund will maintain a maximum average portfolio duration of five years. It is non-diversified.

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
DNYMX	DFA NY Municipal Bond Portfolio Institutional Class	Institutional	Open			Jun 16, 2015	$182.45M	0.250%	Low	$0	$22.97M

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