Dimensional Short-Duration Fixed Income ETF DFSD

Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFSD

Will DFSD outperform in the future?

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional Short-Duration Fixed 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.

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Portfolio Holdings DFSD

  • Current Portfolio Date
  • Equity Holdings—
  • Bond Holdings—
  • Other Holdings—
  • % Assets in Top 10 Holdings8.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

New Zealand (Government Of) 1.5%

1.78129M
Government

United States Treasury Notes 4.25%

1.1080M
Government

United States Treasury Notes 3.5%

1.0476M
Government

United States Treasury Notes 4.625%

0.6950M
Government

New Zealand (Government Of) 4.5%

0.6850M
Government

United States Treasury Notes 3.375%

0.6849M
Government

Accenture Capital Inc. 4.05%

0.6749M
Corporate

Shell Finance US Inc. 4.125%

0.6547M
Corporate

United States Treasury Notes 2.75%

0.5842M
Government

Novartis Capital Corporation 3.8%

0.5742M
Corporate

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