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Dimensional Global Credit ETF DGCB

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

Morningstar’s Analysis DGCB

Will DGCB 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 DGCB’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DGCB 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 DGCB’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dimensional Global Credit 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 cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DGCB

More DGCB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 3%

2.86 7.3 Mil
Cash and Equivalents

Bank of Montreal 2.7%

1.89 4.8 Mil
Corporate

Canada Housing Trust No.1 2.9%

1.59 4.1 Mil
Cash and Equivalents

NRW Bank 0.25%

0.76 2.0 Mil
Government

Treasury Corporation of Victoria 2.25%

0.73 1.9 Mil
Government

Ontario (Province Of) 0.375%

0.68 1.7 Mil
Government

Apple Inc. 3.85%

0.63 1.6 Mil
Corporate

Booking Holdings Inc 3.75%

0.63 1.6 Mil
Corporate

Walt Disney Company 2.758%

0.60 1.5 Mil
Corporate

Westpac Banking Corp. 5.765%

0.59 1.5 Mil
Corporate