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DUSBDimensional Ultrashort Fixed Income ETF

Get income2y track recordRanked #226 of 1,622 in this goal

Seeks to maximize total returns through income and capital appreciation.

By Dimensional Fund Advisors · Launched 2023

Annual Cost

0.15%

#740 of 5,562 · low cost

Fund Size

$2.1B

#734 of 5,562 · large

Dividend YieldGoal

4.06%

Track Record

2 years

#3,193 of 5,562 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,419+4.2%

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

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 10.2% of fundwell diversified

SANOFI SA
1.4%
Province of Alberta
1.3%
Chevron U.S.A. Inc.
1.1%
INTERNATIONAL FINANCE CORPORATION
1.0%
PFIZER INC.
0.9%
CAISSE DES DEPOTS ET CONSIGNATIONS
0.9%
BASF SE
0.9%
GLAXOSMITHKLINE CAPITAL PLC
0.9%
ERAC USA FINANCE LLC
0.9%
LSEG US FIN CORP.
0.9%

Asset allocation

Bonds
73.8%
Cash
26.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
0.4%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

4.2 years

Avg maturity

10.0 years

Credit ratings

US Government
3.9%
AAA
3.5%
AA
19.2%
A
31.8%
BBB
45.6%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks to maximize total returns through income and capital appreciation.
Strategy
Invests primarily in investment grade fixed income securities maturing in one year or less, with potential for longer maturities for higher yields. Focuses on U.S. government obligations, corporate bonds, and other fixed income instruments, maintaining a weighted average maturity not exceeding one year. Actively managed without tracking a specific index.
Inception date
September 26, 2023
Fund family
Dimensional Fund Advisors

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Data updated on 2026-06-19