Morningstar

Dimensional Short-Duration Fixed Income ETF DFSD

Morningstar Medalist Rating
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.

  • 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.

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.

by Morningstar Automated Analysis
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 7.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

New Zealand (Government Of) 4.5%

2.37 165M
Government

United States Treasury Notes 4.625%

0.72 50M
Government

Accenture Capital Inc. 4.05%

0.71 50M
Corporate

United States Treasury Notes 3.375%

0.71 49M
Government

Shell Finance US Inc. 4.125%

0.66 46M
Corporate

Novartis Capital Corporation 3.8%

0.60 42M
Corporate

Johnson & Johnson 4.8%

0.53 37M
Corporate

CDP Financial Inc. 4.625%

0.52 36M
Corporate

Kommunalbanken AS 0%

0.46 32M
Government

Radian Group Inc. 6.2%

0.46 32M
Corporate

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