DFSD

Dimensional Short-Duration Fixed Income ETF

Leveraged / InversePSEDimensional ETF
$47.52
$0.07 (+0.15%)
Delayed ≥20 min · Aug 14, 2026

Key Statistics

Net Assets (AUM)
$6.12B
Expense Ratio
See prospectus
Previous Close
$47.52
Day Range
- – -
52-Week Range
$47.15 – $48.51
Volume
547.99K
Avg Vol (50D)
-
Beta
0.10

Historical Performance

1M
+0.43%
3M
+0.78%
6M
+0.50%
YTD
+1.24%
1Y
+3.01%
3Y
+16.87%
5Y

Total return including reinvested distributions, from adjusted closing prices.

Price History

Price history is being compiled for this fund.

Top Holdings

DIMENSIONAL FUND ADVISORS LP 2.78%
New Zealand 1.39%
United States of America 0.84%
ACCENTURE CAPITAL INC. 0.79%
NOVARTIS CAPITAL CORPORATION 0.68%
JOHNSON & JOHNSON 0.62%
CDP FINANCIERE INC. 0.61%
RADIAN GROUP INC. 0.53%
META PLATFORMS, INC. 0.49%
Royaume de Belgique 0.48%
INTERNATIONAL FINANCE CORPORATION 0.47%
United States of America 0.47%
APPLE INC. 0.46%
AKER BP ASA 0.45%
AMERICAN NATIONAL GROUP INC. 0.45%
JOHNSON & JOHNSON 0.45%
BRUNSWICK CORPORATION 0.43%
CDP FINANCIERE INC. 0.42%
United States of America 0.41%
BLACKROCK, INC. 0.41%
United States of America 0.40%
THE PROCTER & GAMBLE COMPANY 0.40%
SHELL FINANCE US INC. 0.38%
United States of America 0.38%
STATE STREET CORPORATION 0.38%

Top 25 holdings as of Jan 31, 2026 · source: SEC N-PORT. Full holdings & prospectus →

About DFSD

TheShort-Duration Fixed Income ETF will seek to achieve its investment objective through exposure to a broadportfolio of U.S. and foreign corporate debt securities with an investment grade rating. In addition,the Portfolio may invest in obligations issued or guaranteed by the U.S. and foreign governments, theiragencies and instrumentalities, including mortgage-backed securities, bank obligations, commercial paper,repurchase agreements, money market funds, corporate debt obligations having investment grade ratings,securities of domestic or foreign issuers denominated in U.S. dollars but not trading in the United States,and obligations of supranational organizations. As a non-fundamental policy, under normal circumstances,at least 80% of the Portfolio’s net assets will be invested in fixed income securities consideredto be investment grade quality. In addition, the Portfolio is authorized to invest more than 25% of itstotal assets in U.S. Treasury bonds, bills and notes, and obligations of federal agencies and instrumentalities.ThePortfolio may invest in fixed income securities considered investment grade at the time of purchase (e.g.,rated AAA to BBB- by S&P Global Ratings (“S&P”) or Fitch Ratings Ltd. (“Fitch”)or Aaa to Baa3 by Moody’s Ratings (“Moody’s”)). The Portfolio may invest withan emphasis on debt securities rated A+ to BBB- by S&P or Fitch or A1 to Baa3 by Moody’s. ThePortfolio will increase or decrease investment exposure to lower-rated investment grade securities (i.e.,those rated A+ to BBB- by S&P or Fitch or A1 to Baa3 by Moody’s) depending on the expectedcredit premium. Dimensional Fund Advisors LP (the “Advisor”) expects that the Portfolio willprimarily invest in the obligations of issuers that are in developed countries.ThePortfolio primarily invests in securities that mature within five years from the date of settlement.Under normal circumstances, the Portfolio will generally maintain a weighted average duration of no morethan one half year greater than, and no less than one year below, the weighted average duration of theICE BofA 1-5 Year US Corporate & Government Index, which was approximately 2.56 years as of December31, 2025. From time to time, the Portfolio may deviate from this duration range when the Advisor determinesit to be appropriate under the circumstances. In making these purchase decisions, if the expected termpremium is greater for longer-term securities in the eligible maturity range, the Advisor will focuson investment in the longer-term area, otherwise, the Portfolio will focus its investment in the shorter-termarea of the eligible maturity range. Duration is a measure of the sensitivity of a security’s priceto changes in interest rates. The longer a security’s duration, the more sensitive it will be tochanges in interest rates.The Portfolio’s investments may include securities denominatedin foreign currencies. The Portfolio intends to hedge foreign currency exposure to attempt to protectagainst uncertainty in the level of future foreign currency rates. The Portfolio may enter into foreigncurrency forward contracts to hedge against fluctuations in currency exchange rates or to transfer balancesfrom one currency to another. The Portfolio may enter into credit default swaps on issuers or indicesto buy or sell credit protection to hedge its credit exposure; gain market or issuer exposure withoutowning the underlying securities; or increase the Portfolio’s total return. The Portfolio may purchaseor sell futures contracts and options on futures contracts, to hedge its currency exposure or to hedgeits interest rate exposure or for non-hedging purposes, such as a substitute for direct investment orto increase or decrease market exposure based on actual or expected cash inflows to or outflows fromthe Portfolio.The Portfolio may lend its portfolio securities to generate additional income.ThePortfolio is an actively managed exchange-traded fund and does not seek to replicate the performanceof a specific index and may have a higher degree of portfolio turnover than such index funds.

DFSD News

Data for DFSD is aggregated from third-party providers (Tiingo, Nasdaq, Finnhub) and SEC filings, may be delayed at least 20 minutes, and may be incomplete or contain errors. Nothing here is investment advice. Verify with the official prospectus before investing.