Morningstar

Dimensional National Municipal Bond ETF DFNM

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

Morningstar’s Analysis DFNM

Will DFNM outperform in the 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 DFNM’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional National Municipal Bond ETF holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFNM

More DFNM Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 4.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

3.17 73M
Cash and Equivalents

HUDSON CNTY N J 4%

0.79 18M
municipal

REVERE MASS 4%

0.71 16M
municipal

SOMERVILLE MASS 4%

0.66 15M
municipal

HOBOKEN N J 4%

0.66 15M
municipal

SUFFOLK CNTY N Y 4%

0.65 15M
Cash and Equivalents

MICHIGAN ST UNIV REVS 5%

0.59 14M
municipal

MANCHESTER N H 4%

0.58 13M
municipal

MARYLAND ST 5%

0.49 11M
municipal

NEW MEXICO ST 5%

0.48 11M
municipal

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