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DFSD
+0.02 · +0.04%
$48.09 · NYSE ARCA

Dimensional ETF Trust (DFSD) ETF Analysis | Short-Term Bond

Dimensional Fund Advisors · USA
AUM:$6.3B
#– of – in Short-Term 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 0.16% — competitive for the exposure provided.

What is DFSD?

At least 80% of the Portfolio"s net assets will be invested in fixed income securities considered to be investment grade quality. The Portfolio primarily invests in securities that mature within five years from the date of settlement.

Performance Highlights

Returns (%)
Cost & Yield (%)

Investment Breakdown

Positive 1-Year Return
DFSD returned 6.7% over the past year. Historical returns only — past performance is not indicative of future results.
Competitive Expense Ratio
Expense ratio of 0.16% — reasonable for the index exposure provided.
Broadly Diversified
Top 10 holdings represent just 17.7% of the ETF — exposure spread across many positions.
ETF Information
AUM$6.3B
Expense Ratio0.16%
Dividend Yield4.11%
Holdings318
Inception DateNov 2021
Domicile–
Distribution–
Index–
ProviderDimensional Fund Advisors
Beta0.25
CategoryShort-Term Bond
CurrencyUSD
Portfolio Impact

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Example preview
6168
+7 points · better diversified

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Compare Equity
Uses ISF.L (iShares FTSE 100 ETF)
Indicators

Performance Metrics

Historical returns

6M
-2.2%
1Y
+0.3%
3Y
+13.7%
5Y
+10.0%
OpenBook InsightIf you had invested £10,000 in DFSD 5 years ago, it would have grown to £11,002 — a gain of £1,002.

Annual Returns

Calendar year performance

DFSD delivered positive returns in 3 of the last 5 calendar years.
YearDFSD
2026 YTD-1.2%
2025+6.5%
2024+4.5%
2023+6.0%
2022-5.7%
CAGR 4yr+2.7%
3/5 positive yearsAvg return: +2.0%Worst year: -5.7% (2022)

Technical Analysis Summary

Automated insights from historical price action and indicators

Technical Regime: NEGATIVE
Trend Strength
0%
Negative
Volatility
3.0%
Low
Momentum
-0.9%
30-day change
Support Level
47.25
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.
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