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Dimensional Short-Duration Fixed Inc ETF DFSD

Morningstar Medalist Rating
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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFSD’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFSD

More DFSD Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0%

2.30 58.2 Mil
Government

United States Treasury Notes 4.625%

2.11 53.4 Mil
Government

United States Treasury Notes 2.5%

1.09 27.7 Mil
Cash and Equivalents

United States Treasury Notes 4.375%

1.09 27.7 Mil
Government

United States Treasury Notes 3.75%

0.95 24.1 Mil
Government

United States Treasury Notes 4.25%

0.89 22.6 Mil
Government

Roche Holdings, Inc. 5.338%

0.62 15.7 Mil
Corporate

Siemens Financieringsmaatschappij N.V. 1.7%

0.60 15.2 Mil
Corporate

PSP Capital Inc. 0%

0.59 15.0 Mil
Cash and Equivalents

Province of British Columbia 4.8%

0.59 14.9 Mil
Government