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Dimensional Short-Duration Fixed Inc ETF DFSD

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFSD

Will DFSD outperform in future?

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

Dimensional Short-Duration Fixed Inc ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

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Morningstar Manager Research

Summary

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

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Portfolio Holdings DFSD

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 9.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0%

1.91 58.2 Mil
Government

United States Treasury Notes 4.625%

1.78 54.4 Mil
Government

United States Treasury Notes 4.375%

0.92 28.2 Mil
Government

United States Treasury Notes 3.75%

0.81 24.6 Mil
Government

United States Treasury Notes 4.5%

0.80 24.4 Mil
Government

United States Treasury Notes 4.25%

0.76 23.1 Mil
Government

Radian Group Inc. 6.2%

0.70 21.4 Mil
Corporate

United States Treasury Notes 3%

0.65 19.9 Mil
Cash and Equivalents

BNG Bank N.V. 4.625%

0.54 16.5 Mil
Cash and Equivalents

Jefferies Financial Group Inc 5.875%

0.52 15.9 Mil
Corporate