Morningstar

Dimensional California Municipal Bd ETF DFCA

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

Morningstar’s Analysis DFCA

Will DFCA outperform in 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.

Dimensional California Municipal Bd ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
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 12.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

1.80 6.0 Mil
Cash and Equivalents

TORRANCE CALIF UNI SCH DIST 4%

1.51 5.0 Mil
municipal

CALIFORNIA ST 5%

1.42 4.7 Mil
municipal

LOS ANGELES CALIF MUN IMPT CORP LEASE REV 4%

1.38 4.6 Mil
municipal

CALIFORNIA ST 5%

1.28 4.2 Mil
municipal

BERKELEY CALIF 5%

1.26 4.2 Mil
municipal

LOS ANGELES CALIF 5%

1.24 4.1 Mil
municipal

SANTA CRUZ CNTY CALIF 5%

1.23 4.1 Mil
municipal

RIVERSIDE CNTY CALIF 5%

1.17 3.9 Mil
municipal

LOS ANGELES CALIF DEPT WTR & PWR REV 5%

1.17 3.9 Mil
municipal

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