(DFCF) Dimensional Trust - Overview

ETF Category: Intermediate Core Bond | Exchange: NYSE ARCA (USA) | Market Cap: 10.454m USD | Total Return: 6.2% in 12m

Corporate Bonds, Government Bonds, Fixed Income, Investment Funds
Total Rating 42
Safety 64
Buy Signal -0.36
Intermediate Core Bond
Category Rotation: +3.9
TER: 0.17%
AUM: 10.5B
Avg Turnover: 40.9M
Risk 3d forecast
Volatility4.79%
VaR 5th Pctl0.88%
VaR vs Median1.55%
Reward TTM
Sharpe Ratio0.46
Rel. Str. IBD31.6
Rel. Str. Peer Group82.5
Character TTM
Beta0.093
Beta Downside0.058
Hurst Exponent0.554
Drawdowns 3y
Max DD5.05%
CAGR/Max DD0.98
CAGR/Mean DD4.03

Warnings

No concerns identified

Tailwinds

No distinct edge detected

Description: DFCF Dimensional Trust

DFCF is an investment-grade fixed income ETF managed by Dimensional Fund Advisors. The portfolio allocates at least 80% of its net assets to high-quality debt instruments, primarily focusing on securities with maturities under twenty years. The fund employs an active duration management strategy, maintaining a weighted average duration closely pegged to the Bloomberg U.S. Aggregate Bond Index.

The intermediate-core bond sector serves as a foundational component for diversified portfolios by providing steady income and capital preservation. Investment-grade bonds are issued by entities with a low risk of default, such as the U.S. Treasury or highly rated corporations, making them sensitive to interest rate fluctuations and credit spread movements. You may find additional historical performance context by reviewing the data on ValueRay.

Headlines to Watch Out For
  • Interest rate shifts impact net asset value through duration-sensitive fixed income holdings
  • Credit spread volatility affects pricing of core investment grade corporate debt obligations
  • Bloomberg U.S. Aggregate Bond Index tracking error influences relative performance and fund inflows
  • Management fee structures and expense ratios determine long-term total return competitiveness
  • Inflation expectations drive yield curve shifts affecting twenty-year maturity security valuations
What is the price of DFCF shares?

As of May 30, 2026, the stock is trading at USD 42.30 with a total of 819,363 shares traded.
Over the past week, the price has changed by +0.88%, over one month by +0.58%, over three months by -1.16% and over the past year by +6.18%.

Is DFCF a buy, sell or hold?

Dimensional Trust has no consensus analysts rating.