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DFCFDimensional Core Fixed Income ETF

Get income4y track recordRanked #126 of 1,706 in this goal

Seeks to maximize total returns from the universe of eligible investments.

By Dimensional Fund Advisors · Launched 2021

Annual Cost

0.17%

#746 of 6,040 · low cost

Fund Size

$11.5B

#260 of 6,040 · large

Return (1Y)

-0.6%

Track Record

4 years

#2,499 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$9,982-0.2%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

Holdings

By weight

Concentration

Top 10 holdings = 36.8% of funddiversified

Federal National Mortgage Association
6.1%
Federal National Mortgage Association
5.5%
Federal National Mortgage Association
4.7%
United States of America
3.5%
United States of America
3.3%
United States of America
2.9%
United States of America
2.9%
United States of America
2.7%
Federal National Mortgage Association
2.7%
United States of America
2.5%

Asset allocation

Bonds
98.2%
Cash
1.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
4.0%Low

Year-on-year price swings

Max drawdown
-19.6%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.15Below average
Sortino (3Y)
0.22Moderate downside risk

Bond profile

Duration

4.5 years

Avg maturity

9.6 years

Credit ratings

US Government
39.2%
AAA
1.8%
AA
80.8%
A
21.9%
BBB
21.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total returns from the universe of eligible investments.
Strategy
Actively manages a portfolio of U.S. and foreign investment grade fixed income securities to maximize total returns, focusing on capturing expected credit and term premiums. May invest in a variety of fixed income obligations, including mortgage-backed securities and corporate debt, while hedging foreign currency exposure.
Inception date
November 15, 2021
Fund family
Dimensional Fund Advisors

Next steps

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Data updated on 2026-09-18