DFGP
-0.22 · -0.40%
$54.42 · NASDAQ

Dimensional Global Core Plus Fixed Income ETF (DFGP) ETF Analysis | Global Bond-USD Hedged

Dimensional Fund Advisors · USA
AUM:$2.3B
#– of – in Global Bond-USD Hedged ETFs

Educational tool only – Figures are based on historical data, holdings and expense metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

Market Performance

Up 6.8% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.22% — competitive for the exposure provided.

What is DFGP?

The fund seeks to achieve its investment objective by investing in a universe of U. The Portfolio may invest in fixed income securities considered investment grade at the time of purchase or Fitch or Aaa to Baa3 by Moody"s and in lower-rated fixed income securities.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
DFGP returned 6.8% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.22% — reasonable for the index exposure provided.
Notable Dividend Yield
Current yield of 3.43% provides a meaningful income component alongside market exposure.
ETF Information
AUM$2.3B
Expense Ratio0.22%
Dividend Yield3.43%
Holdings1
Inception DateNov 2023
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta–
CategoryGlobal Bond-USD Hedged
CurrencyUSD
Portfolio Impact

How would DFGP affect your portfolio?

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Example preview
6168
+7 points · better diversified

Chart Tools

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Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-3.4%
1Y
+0.1%
3Y
+15.0%
5Y
+15.0%
OpenBook InsightIf you had invested £10,000 in DFGP 5 years ago, it would have grown to £11,502 — a gain of £1,502.

Annual Returns

Calendar year performance

DFGP delivered positive returns in 3 of the last 4 calendar years.
YearDFGP
2026 YTD-1.3%
2025+5.8%
2024+4.2%
2023+6.2%
CAGR 3yr+5.4%
3/4 positive yearsAvg return: +3.7%Worst year: -1.3% (2026)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.2%
Low
Momentum
-1.4%
30-day change
Support Level
53.24
Key floor
Key Insights
  • Price is currently below all major moving averages, indicating a weaker trend profile.
  • Price is consolidating, with low momentum over the recent period.
  • Low volatility environment with a narrower recent trading range.