DFA California Intermediate-Term Municipal Bond Portfolio

DFA California Intermediate-Term Municipal Bond Portfolio is a registered fund series of DFA INVESTMENT DIMENSIONS GROUP INC (series S000031489). Net assets $434.9M as of 2026-04-30.

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Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
State of California$9.2M211.11%
Los Angeles Unified School District/CA$6.8M157.42%
University of California$5.6M129.54%
State of California$5.6M127.69%
San Francisco Bay Area Rapid Transit District$5.4M124.53%
California State Public Works Board$5.3M120.80%
City of Los Angeles CA Wastewater System Revenue$5.1M117.47%
Long Beach Unified School District$5.1M116.21%
San Francisco City & County Public Utilities Commission Wastewater Revenue$4.5M103.13%
City & County of San Francisco CA$4.4M100.87%
Santa Clara County Financing Authority$4.4M100.25%
Alameda County Joint Powers Authority$4.3M99.76%
Mount Diablo Unified School District/CA$4.3M99.64%
Municipal Improvement Corp of Los Angeles$4.3M98.66%
California State Public Works Board$4.1M94.88%

Net asset history

Report dateNet assets
2026-04-30$434.9M
2026-01-31$442.7M
2025-10-31$436.3M
2025-07-31$427.5M
2025-04-30$433.8M
2025-01-31$419.9M
2024-10-31$414.0M
2024-07-31$423.4M

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