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 9.34  /  0.00
  • Total Assets 1.0B
  • 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 4.22%
  • Effective Duration 2.39 years

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 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 19.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Eur260821

8.51 93M
Derivative

Eur260908

8.36 91M
Derivative

Eur260911

8.36 91M
Derivative

Euroclear Bank S.A./N.V. 0%

8.13 89M
Cash and Equivalents

European Union 0%

7.27 79M
Cash and Equivalents

Nok260921

6.03 66M
Derivative

United States Treasury Notes 3.5%

4.54 49M
Government

Cad260807

3.92 43M
Derivative

European Bank For Reconstruction & Development 0%

3.68 40M
Cash and Equivalents

Cad261002

3.23 35M
Derivative

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