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Morningstar

Dimensional Core Fixed Income ETF DFCF

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

Morningstar’s Analysis DFCF

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Dimensional Core Fixed Income ETF’s parent firm and notable investment philosophy support this strategy's Morningstar Medalist Rating of Bronze. 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 DFCF

More DFCF Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 1929
  • Other Holdings 19
  • % Assets in Top 10 Holdings 24.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 3%

5.10
190,132,469
Securitized

Federal National Mortgage Association 2%

4.63
172,329,092
Securitized

Federal National Mortgage Association 2.5%

4.03
149,959,392
Securitized

Federal National Mortgage Association 2.5%

3.82
142,351,698
Securitized

United States Treasury Notes 0.375%

2.32
86,574,696
Government

Government National Mortgage Association 3.5%

2.06
76,799,930
Securitized

Government National Mortgage Association 3%

1.45
54,067,759
Securitized

United States Treasury Notes 2.25%

1.03
38,393,819
Government

United States Treasury Notes 0.25%

1.01
37,689,302
Government

United States Treasury Notes 0.75%

0.94
35,084,708
Government