DFSD

Dimensional Short-Duration Fixed Income ETF

$48.21

+0.00%

Market closed. Last update: 11:57 AM ET

📎 Investment Objective

The Dimensional Short-Duration Fixed Income ETF (DFSD) seeks to provide current income while maintaining a short-term, low-duration fixed income portfolio.

Overview

ETF tracking Dimensional Short-Duration Fixed Income ETF

Category Fixed Income

Issuer Other

Inception Date 2021-11-16

Market Cap $5.3B

Average Volume N/A

Dividend Yield 3.70%

52-Week Range $46.74 - $48.50

VWAP $48.23

Performance

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Investment Summary

📎 Investment Objective

The Dimensional Short-Duration Fixed Income ETF (DFSD) seeks to provide current income while maintaining a short-term, low-duration fixed income portfolio.

🎯 Investment Strategy

The ETF invests primarily in a diversified portfolio of high-quality, short-term fixed income securities, such as U.S. government bonds, corporate bonds, and other debt instruments. The fund aims to maintain a weighted average maturity of 3 years or less to manage interest rate risk.

✨ Key Features

Focuses on short-term, high-quality fixed income securities to provide current income
Maintains a low duration portfolio to mitigate interest rate risk
Seeks to provide stability and preservation of capital
Relatively low expense ratio compared to similar short-term bond funds

⚠️ Primary Risks

Interest rate risk: The value of the fund's holdings may decline due to rising interest rates
Credit risk: The fund is exposed to the risk of default or downgrade of the underlying securities
Liquidity risk: The fund may have difficulty selling certain securities, especially in times of market stress
Reinvestment risk: When interest rates decline, the fund may have to reinvest coupon payments or proceeds from maturing securities at lower rates

👤 Best For

This ETF may be suitable for investors seeking a low-risk, low-volatility fixed income investment to provide current income and preserve capital, particularly those with a short-term investment horizon or as a component of a diversified portfolio.