Morningstar

Dimensional Global Sustainability Fixed Income ETF DFSB

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

Morningstar’s Analysis DFSB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional Global Sstby Fxd Inc 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 DFSB

More DFSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 6%

2.16 17M
Securitized

Federal National Mortgage Association 2.5%

1.88 15M
Securitized

United Kingdom of Great Britain and Northern Ireland 1.125%

1.77 14M
Government

Federal National Mortgage Association 2%

1.44 11M
Securitized

Asian Development Bank 4.746%

1.06 8M
Government

Government National Mortgage Association 6%

1.05 8M
Securitized

British Columbia (Province Of) 4.15%

1.02 8M
Government

Belgium (Kingdom Of) 1.9%

1.02 8M
Government

Federal National Mortgage Association 6.5%

0.99 8M
Securitized

Japan (Government Of) 2.4%

0.90 7M
Government

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