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DFCADimensional California Municipal Bond ETF

Get income#391 of 1640 for Get income

Seeks to provide current income that is expected to be exempt from federal personal income tax and California state personal income taxes.

Dimensional Fund Advisors · Since 2023 (2 years)

Annual Cost

0.19%

#793 out of 5,332 ETFs

Fund Size

$671M

#1239 out of 5,332 ETFs

Dividend Yield

2.84%

Track Record

2 years

#3144 out of 5,332 ETFs

Performance

1 Year

+4.4%

3 Years

N/A

5 Years

N/A

What's inside

Asset class
Strategy
index tracking

Asset allocation

Bonds
95.4%
Cash
4.6%

Risk profile

Volatility (1Y)

1.8%

Moderate

Max drawdown

-3.3%

Worst peak-to-trough loss

Sharpe (3Y)

N/A

Sortino (3Y)

N/A

Bond profile

Duration

4.7 years

Avg maturity

10.5 years

Credit ratings

AAA
5.5%
AA
86.6%
A
7.8%
BBB
0.1%

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Data updated on 2026-05-05