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DFSD

Dimensional - Short Duration Fixed Income ETF
1W: -0.5% 1M: -1.7% 3M: -0.6% YTD: -0.8% 1Y: +4.1% 3Y: +16.1%
$47.60
-0.17 (-0.37%)
After Hours: $47.85 (+0.25, +0.53%)
ETF AMEX · AUM $6.4B
ETF-Level Metrics
AUM$6.4B
Holdings
Top 10 Wt—%
Beta0.24
% Profitable—%
Coverage—%
Portfolio Valuation
P/E
P/B
P/S
EV/EBITDA
P/FCF
PEG
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity
Debt/Assets
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio
Quick Ratio
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F
Altman Z
IS Quality
IS Overall
IS Value
Median P/E

Sector Breakdown

1 sectors
Sector # Holdings Total Weight % Avg P/E
Other 1584 100.0%

Smart Money Overlap

0 holdings with signals
No holdings with active convergence signals
Showing 50 of 1584 holdings · Page 1 of 32
# Name Ticker Weight % ▼ Mkt Value Shares P/E Mkt Cap Sector
1 NEW ZEALA 4.5% 05/15/30 Private 1.40% $88.8M 149,400,000
2 US T-NOTE 4.625% 09/30/28 Bond 0.80% $51.0M 50,037,000
3 ACCENT 4.05% 10/04/29 Private 0.77% $48.5M 48,967,000
4 NOVARTIS 3.8% 09/18/29 Private 0.67% $42.2M 42,795,000
5 JOHNSON & 4.8% 06/01/29 Private 0.59% $37.6M 36,664,000
6 CDP FINAN 4.625% 01/24/30 Private 0.58% $36.8M 36,000,000
7 KOMMUNALB VRN 03/04/31 Private 0.50% $32.0M 32,000,000
8 RADIAN GR 6.2% 05/15/29 Private 0.50% $31.9M 30,921,000
9 AKER BP A 3.75% 01/15/30 Private 0.47% $29.9M 31,067,000
10 META PLAT 4.3% 08/15/29 Private 0.47% $29.6M 29,460,000
11 APPLE INC 4.2% 05/12/30 Private 0.46% $29.2M 29,104,000
12 INTERNATI VRN 08/28/28 Private 0.45% $28.6M 28,571,000
13 US T-NOTE 4.375% 11/30/28 Bond 0.45% $28.3M 27,911,000
14 KINGDOM O .9% 06/22/29 Private 0.44% $28.2M 26,000,000
15 JOHNSON & 4.7% 03/01/30 Private 0.44% $28.2M 27,566,000
16 AMERICAN 5.75% 10/01/29 Private 0.43% $27.0M 26,695,000
17 BRUNSWICK 5.85% 03/18/29 Private 0.41% $26.0M 25,354,000
18 SHELL FIN 4.125% 11/06/30 Private 0.40% $25.7M 25,875,000
19 CDP FINAN 4.875% 06/05/29 Private 0.40% $25.4M 24,700,000
20 PROCTER & 4.05% 05/01/30 Private 0.40% $25.2M 25,241,000
21 US T-NOTE 3.75% 12/31/28 Bond 0.39% $25.0M 25,000,000
22 BLACKROCK 4.7% 03/14/29 Private 0.39% $24.7M 24,378,000
23 US T-NOTE 4.5% 05/31/29 Bond 0.39% $24.5M 24,000,000
24 STATE STR 4.834% 04/24/30 Private 0.38% $23.8M 23,398,000
25 MERCK & C 1.45% 06/24/30 Private 0.37% $23.6M 26,457,000
26 US T-NOTE 4.25% 2/28/29 Bond 0.37% $23.3M 23,000,000
27 SHELL FIN 2.375% 11/07/29 Private 0.36% $23.1M 24,647,000
28 INTERNATI VRN 05/15/28 Private 0.36% $23.0M 22,908,000
29 CASH AND CASH EQUIVALENTS Cash 0.36% $22.6M 22,649,553
30 COOPERATI 4.494% 10/17/29 Private 0.35% $22.3M 22,159,000
31 INTER-AME VRN 08/01/29 Private 0.35% $22.3M 22,226,000
32 NATIONAL 4.5% 10/10/29 Private 0.35% $22.2M 22,237,000
33 DEUTSCHE 5.414% 05/10/29 Private 0.34% $21.7M 21,145,000
34 NATIONWID 5.127% 07/29/29 Private 0.34% $21.5M 21,133,000
35 BANQUE FE 5.538% 01/22/30 Private 0.32% $20.1M 19,559,000
36 PHILLIPS 3.15% 12/15/29 Private 0.31% $19.9M 20,830,000
37 US T-NOTE 3.625% 08/31/30 Bond 0.31% $19.8M 20,000,000
38 DXC TECHN 2.375% 09/15/28 Private 0.31% $19.5M 20,725,000
39 MAGNA INT 5.05% 03/14/29 Private 0.31% $19.4M 19,090,000
40 EPR PROPE 3.75% 08/15/29 Private 0.30% $19.3M 20,137,000
41 CVS HEALT 3.25% 08/15/29 Private 0.30% $19.3M 20,090,000
42 NOVARTIS 4.1% 11/05/30 Private 0.30% $19.3M 19,487,000
43 ISS GLOBA 3.875% 06/05/29 Private 0.30% $19.2M 16,400,000
44 MERCEDES- 5.1% 11/15/29 Private 0.30% $19.0M 18,634,000
45 VERIZON C 4.016% 12/03/29 Private 0.30% $18.9M 19,144,000
46 CNO FINAN 5.25% 05/30/29 Private 0.30% $18.7M 18,674,000
47 BAYER US 4.375% 12/15/28 Private 0.29% $18.5M 18,762,000
48 ROCHE HOL 4.203% 09/09/29 Private 0.29% $18.5M 18,548,000
49 COLGATE-P 4.2% 05/01/30 Private 0.29% $18.4M 18,345,000
50 HOST HOTE 3.375% 12/15/29 Private 0.29% $18.2M 19,208,000
1 2 3 ... 32 Next →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms