Morningstar

Dimensional Inflation-Protected Sec ETF DFIP

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub

Morningstar’s Analysis DFIP

Will DFIP outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DFIP’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DFIP management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DFIP’s parent organization’s priorities and whether they’re in line with investors’ interests.

Dimensional Inflation-Protected Sec ETF’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings DFIP

More DFIP Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 81.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.125%

14.98 117.8 Mil
Government

United States Treasury Notes 0.125%

13.40 105.4 Mil
Government

United States Treasury Notes 0.125%

10.37 81.6 Mil
Government

United States Treasury Notes 0.25%

9.35 73.5 Mil
Government

United States Treasury Bonds 3.875%

6.06 47.7 Mil
Government

United States Treasury Notes 0.125%

5.98 47.0 Mil
Government

United States Treasury Notes 0.875%

5.92 46.6 Mil
Government

United States Treasury Bonds 2.5%

5.24 41.3 Mil
Government

United States Treasury Bonds 3.375%

5.22 41.1 Mil
Government

United States Treasury Bonds 2.125%

4.85 38.1 Mil
Government

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