Morningstar

DFA Selectively Hedged Global Fixed Income Portfolio Institutional Class DFSHX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 9.37  /  0.00
  • Total Assets 1.1B
  • Adj. Expense Ratio
    0.170%
  • Expense Ratio 0.170%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Bond
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.20%
  • Effective Duration 2.39 years

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DFSHX

Will DFSHX 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 DFSHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Selectively Hedged Global F/I I 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 DFSHX

More DFSHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

European Bank For Reconstruction & Development 0%

8.65 93M
Cash and Equivalents

Eur260610

8.56 92M
Derivative

European Investment Bank 0%

8.56 92M
Cash and Equivalents

Eur260603

8.32 89M
Derivative

European Stability Mechanism 0%

7.44 80M
Cash and Equivalents

Nok260622

6.94 75M
Derivative

Cad260608

4.04 43M
Derivative

Eur260608

3.77 41M
Derivative

Cad260629

2.89 31M
Derivative

New Zealand(Govt) 4.5%

2.83 30M
Government

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