DFIP
-0.17 · -0.40%
$41.75 · NYSE ARCA

Dimensional ETF Trust (DFIP) ETF Analysis | Inflation-Protected Bond

Dimensional Fund Advisors · USA
AUM:$1.1B
#– of – in Inflation-Protected Bond 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 6.7% over the past year, showing positive momentum.

Cost Efficiency

Ongoing charge of 0.11% — among the lowest available for this category.

What is DFIP?

Under normal circumstances, at least 80% of the Portfolio"s net assets will be invested in inflation-protected securities. Generally, the Portfolio will purchase inflation-protected securities with maturities between five and twenty years from the date of settlement.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
DFIP returned 6.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.11% — reasonable for the index exposure provided.
Concentrated Holdings
Top 10 holdings account for 73.4% of the ETF — significant weight in a small number of names.
ETF Information
AUM$1.1B
Expense Ratio0.11%
Dividend Yield4.66%
Holdings10
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta0.79
CategoryInflation-Protected Bond
CurrencyUSD
Portfolio Impact

How would DFIP 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
-5.0%
1Y
-3.3%
3Y
+8.7%
5Y
-3.5%
OpenBook InsightIf you had invested £10,000 in DFIP 5 years ago, it would have fallen to £9,650 — a loss of £350.

Annual Returns

Calendar year performance

DFIP delivered positive returns in 3 of the last 5 calendar years.
YearDFIP
2026 YTD-3.2%
2025+7.5%
2024+1.8%
2023+3.8%
2022-11.9%
CAGR 4yr-0.0%
3/5 positive yearsAvg return: -0.4%Worst year: -11.9% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
5.0%
Low
Momentum
-2.2%
30-day change
Support Level
40.22
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.