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DUSBDimensional Ultrashort Fixed Income ETF

Get income2y track recordRanked #217 of 1,706 in this goal

Seeks to maximize total returns through income and capital appreciation.

By Dimensional Fund Advisors · Launched 2023

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$2.3B

#733 of 6,040 · large

Return (1Y)

+3.7%

Track Record

2 years

#3,127 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,374+3.7%

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 = 10.3% of funddiversified

Cooperatieve Rabobank UA (New York Branch)
1.5%
SANOFI SA
1.3%
LVMH MOET HENNESSY LOUIS VUITTON SE
1.1%
CISCO SYSTEMS, INC.
1.0%
Chevron U.S.A. Inc.
1.0%
INTERNATIONAL FINANCE CORPORATION
1.0%
Mizuho Financial Group, Inc.
0.9%
PFIZER INC.
0.9%
SIMON PROPERTY GROUP, L.P.
0.9%
CHEVRON PHILLIPS CHEMICAL COMPANY LLC
0.9%

Asset allocation

Bonds
86.1%
Cash
13.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.5%Low

Year-on-year price swings

Max drawdown
-0.3%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Bond profile

Duration

4.3 years

Avg maturity

10.0 years

Credit ratings

US Government
4.2%
AAA
2.8%
AA
17.7%
A
40.4%
BBB
39.1%

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total returns through income and capital appreciation.
Strategy
Actively manages a portfolio of investment grade fixed income securities, primarily U.S. government obligations, with a focus on maximizing total returns. Maintains a weighted average effective maturity not exceeding one year, investing at least 80% of net assets in fixed income securities.
Inception date
September 26, 2023
Fund family
Dimensional Fund Advisors

Next steps

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Data updated on 2026-09-18