Dimensional California Municipal Bd ETF (DFCA)
50.29
0.00 (0.00%)
USD |
NYSEARCA |
May 08, 16:00
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.19% | 0.15% | 274.92M | 21024.53 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 1.94% | 1.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The investment seeks to provide current income that is expected to be exempt from federal personal income tax and California state personal income taxes. The fund will seek to achieve its investment objective by investing primarily in a universe of investment grade municipal securities, the interest on which is exempt from regular federal income tax and the state personal income tax of California. The portfolio may also invest in exchange-traded funds (ETFs) to gain exposure to the municipal bond market pending investment in municipal bonds. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | -- |
| Broad Asset Class | Municipal Bond |
| Broad Category | Fixed Income |
| Category Name | Muni California Intermediate |
| Category Index | -- |
| Global Category Name | US Municipal Fixed Income |
| YCharts Categorization | US Municipal Bond |
| YCharts Benchmark | Bloomberg Municipal Bond (^BBMBTR) |
| Prospectus Objective | Municipal Bond - Single State |
| Fund Owner Firm Name | Dimensional Fund Advisors |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBMBTR | 100.0% |
| Manager Tenure | |
| David Plecha | 0.85 yrs |
| Joseph Kolerich | 0.85 yrs |
| Travis Meldau | 0.85 yrs |
Performance Versus Category
As of May 08, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of May 08, 2024.
Basic Info
| Investment Strategy | |
| The investment seeks to provide current income that is expected to be exempt from federal personal income tax and California state personal income taxes. The fund will seek to achieve its investment objective by investing primarily in a universe of investment grade municipal securities, the interest on which is exempt from regular federal income tax and the state personal income tax of California. The portfolio may also invest in exchange-traded funds (ETFs) to gain exposure to the municipal bond market pending investment in municipal bonds. |
| General | |
| Security Type | Exchange-Traded Fund |
| Equity Style | -- |
| Fixed Income Style | -- |
| Broad Asset Class | Municipal Bond |
| Broad Category | Fixed Income |
| Category Name | Muni California Intermediate |
| Category Index | -- |
| Global Category Name | US Municipal Fixed Income |
| YCharts Categorization | US Municipal Bond |
| YCharts Benchmark | Bloomberg Municipal Bond (^BBMBTR) |
| Prospectus Objective | Municipal Bond - Single State |
| Fund Owner Firm Name | Dimensional Fund Advisors |
| Prospectus Benchmark Index | |
| N/A | 100.0% |
| Broad Asset Class Benchmark Index | |
| ^BBMBTR | 100.0% |
| Manager Tenure | |
| David Plecha | 0.85 yrs |
| Joseph Kolerich | 0.85 yrs |
| Travis Meldau | 0.85 yrs |