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Dimensional National Municipal Bond ETF DFNM

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFNM

Will DFNM outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Dimensional National Municipal Bond ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

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Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.

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Portfolio Holdings DFNM

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity MuniCash Instl

2.91 38.5 Mil
Cash and Equivalents

BROWARD CNTY FLA SCH DIST 4%

1.14 15.0 Mil
municipal

MICHIGAN ST UNIV REVS 5%

1.05 13.9 Mil
municipal

FAIRFAX CNTY VA 4%

0.84 11.1 Mil
municipal

MASSACHUSETTS ST 5%

0.73 9.6 Mil
municipal

MIAMI-DADE CNTY FLA SCH DIST 5%

0.67 8.9 Mil
municipal

ENERGY NORTHWEST WASH ELEC REV 5%

0.63 8.4 Mil
municipal

UNIVERSITY TEX UNIV REVS 5%

0.62 8.2 Mil
municipal

HUDSON CNTY N J 4%

0.55 7.3 Mil
municipal

MIAMI-DADE CNTY FLA 5%

0.52 6.9 Mil
municipal