Morningstar

Dimensional Ultrashort Fixed Income ETF DUSB

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

Morningstar’s Analysis DUSB

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Dimensional Ultrashort Fixed Income ETF holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DUSB

More DUSB Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.125%

1.80 50M
Government

United States Treasury Notes 3.5%

1.80 49M
Government

United States Treasury Notes 3.875%

1.78 49M
Government

United States Treasury Notes 0.375%

1.72 47M
Government

Cooperatieve Rabobank U.A. New York Branch 0%

1.02 28M
Corporate

Lseg Finance PLC 2%

0.80 22M
Corporate

National Securities Clearing Corp. 4.35%

0.76 21M
Corporate

Stryker Corporation 4.7%

0.70 19M
Corporate

BNP Paribas SA 3.5%

0.69 19M
Corporate

PPG Industries, Inc. 3.75%

0.67 19M
Corporate

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