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DFCA
+0.55 · +1.10%
$50.30 · NYSE ARCA

Dimensional ETF Trust (DFCA) ETF Analysis | Muni California Intermediate

Dimensional Fund Advisors · USA
AUM:$660.3M
#– of – in Muni California Intermediate ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

DFCA returned +4.0% over the past year, broadly in line with flat market conditions.

Cost Efficiency

Ongoing charge of 0.19% — competitive for the exposure provided.

What is DFCA?

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.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Modest 1-Year Return
DFCA returned 4.0% over the past year.
Competitive Expense Ratio
Expense ratio of 0.19% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 2.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$660.3M
Expense Ratio0.19%
Dividend Yield2.83%
Holdings1
Inception DateJun 2023
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta–
CategoryMuni California Intermediate
CurrencyUSD
Portfolio Impact

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6168
+7 points · better diversified

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.5%
1Y
+1.7%
3Y
+6.7%
5Y
+6.2%
OpenBook InsightIf you had invested £10,000 in DFCA 5 years ago, it would have grown to £10,623 — a gain of £623.

Annual Returns

Calendar year performance

DFCA delivered positive returns in 3 of the last 4 calendar years.
YearDFCA
2026 YTD-1.0%
2025+3.0%
2024+1.7%
2023+2.6%
CAGR 3yr+2.4%
3/4 positive yearsAvg return: +1.6%Worst year: -1.0% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
2.9%
Low
Momentum
-1.2%
30-day change
Support Level
49.35
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.
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