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Dimensional Core Fixed Income ETF DFCF

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFCF

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

  • People Pillar

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

Dimensional Core Fixed Income ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

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 DFCF

More DFCF Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 22.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 2.5%

4.15 256.5 Mil
Securitized

Federal National Mortgage Association 3%

3.14 194.2 Mil
Securitized

Federal National Mortgage Association 2%

2.68 165.5 Mil
Securitized

Federal National Mortgage Association 2.5%

2.10 129.6 Mil
Securitized

United States Treasury Notes 0%

1.90 117.5 Mil
Government

United States Treasury Notes 0%

1.89 116.6 Mil
Government

United States Treasury Notes 0%

1.83 113.0 Mil
Government

United States Treasury Notes 0%

1.78 110.1 Mil
Government

Federal National Mortgage Association 2%

1.75 108.0 Mil
Securitized

Federal National Mortgage Association 6.5%

1.46 90.2 Mil
Securitized