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The Dimensional - Short Duration Fixed Income ETF (DFSD) primarily invests in high-quality debt, with at least 80% of its net assets allocated to investment-grade fixed income securities. The portfolio largely focuses on instruments set to mature within five years of their settlement date. To manage interest rate exposure, the ETF generally targets a weighted average duration that remains within a specific range relative to its reference index, the ICE BofA 1-5 Year US Corporate & Government Index. This means its duration will typically not exceed the index's by more than half a year, nor fall more than one year below it.
Is DFSD's expense ratio expensive, average, or a steal for its category?
Pro reveals the verdict on a 5-tier spectrum calibrated against ICI 2025 industry averages, with strategy-aware bands so the comparison is meaningful.
Beacon Financial Advisory LLC purchased a new stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 63,441 shares of the company's stock, valued at approximately $3,029,000. A number
Bedel Financial Consulting Inc. bought a new position in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) in the undefined quarter, according to its most recent disclosure with the SEC. The institutional investor bought 14,841 shares of the company's stock, valued at approximately $709,000. A number of other hedge funds and other
Bank of America Corp DE increased its stake in shares of Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 30.5% during the undefined quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 751,650 shares of the company's stock after purchasing an additional 175,789
Apella Capital LLC lifted its stake in Dimensional Short-Duration Fixed Income ETF (NYSEARCA:DFSD) by 3.3% during the undefined quarter, according to the company in its most recent filing with the SEC. The fund owned 5,420,887 shares of the company's stock after acquiring an additional 174,560 shares during the quarter. Dimensional Short-Duration Fixed
Short-term investment-grade bond strategies, with durations in the two-to-three-year range, are well positioned to capture a meaningful yield advantage without the rate sensitivity that has challenged longer duration strategies in recent months. The yield to worst on a diversified short-term bond portfolio currently sits between 4.5% and 5.0%, more than 100 basis points above what bank savings accounts and government money market funds are currently yielding. Although the path for rates is highly uncertain, the range of outcomes in which short-term bonds outperform cash is considerably wider than the range in which they don't.