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Morningstar

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.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Dimensional Short-Duration Fixed Inc ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral. The portfolio maintains a 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 0
  • Bond Holdings 983
  • Other Holdings 10
  • % Assets in Top 10 Holdings 5.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.5%

2.69
34,362,485
Government

United States Treasury Notes 0.125%

2.57
32,799,464
Government

United States Treasury Notes 0.125%

2.00
25,491,329
Cash and Equivalents

United States Treasury Notes 0.25%

1.76
22,513,743
Government

United States Treasury Notes 0.25%

1.57
20,097,739
Government

United States Treasury Notes 0.375%

1.57
20,032,978
Government

Manitoba (Province of) 3.05%

0.91
11,600,929
Government

United States Treasury Bills 0%

0.75
9,613,368
Government

U.S. Bancorp. 0.85%

0.72
9,195,761
Corporate

United States Treasury Notes 2.25%

0.72
9,183,798
Government