Morningstar

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 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 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.

A compelling core bond holding.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

Dimensional Core Fixed Income ETF consistently taps into credit and duration risks when they’re likely to be rewarded to build an edge over its Morningstar Category peers. This cost-conscious systematic bond exchange-traded fund earns an Average People rating and an Above Average Process rating.

by Lan Anh Tran
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 27.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal National Mortgage Association 6%

5.03 716M
Securitized

Federal National Mortgage Association 2.5%

4.26 606M
Securitized

Federal National Mortgage Association 6.5%

4.05 577M
Securitized

Government National Mortgage Association 6%

3.68 523M
Securitized

United States Treasury Notes 0%

3.58 509M
Government

United States Treasury Notes 0%

2.27 323M
Government

United States Treasury Notes 0%

2.05 292M
Government

Federal National Mortgage Association 3.5%

1.83 260M
Securitized

United States Treasury Notes 0%

1.74 247M
Cash and Equivalents

United States Treasury Notes 0%

1.50 214M
Government

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