Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
Upturn AI SWOT - About
Dimensional Global Core Plus Fixed Income ETF (DFGP)
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/14/2025: DFGP (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 1.98% | Avg. Invested days 44 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 50.96 - 54.44 | Updated Date 06/30/2025 |
52 Weeks Range 50.96 - 54.44 | Updated Date 06/30/2025 |
Upturn AI SWOT
Dimensional Global Core Plus Fixed Income ETF
ETF Overview
Overview
The Dimensional Global Core Plus Fixed Income ETF (DFCF) seeks to maximize long-term return by investing in a globally diversified portfolio of investment-grade fixed income securities, emphasizing securities from developed market countries. It employs a flexible strategy focusing on yield and credit quality across government, corporate, and securitized debt.
Reputation and Reliability
Dimensional Fund Advisors (DFA) is a well-respected firm known for its systematic, research-driven investment approach and low-cost ETFs.
Management Expertise
DFA has a highly experienced management team with deep expertise in fixed income markets and quantitative investing.
Investment Objective
Goal
To maximize long-term total return from a globally diversified portfolio of fixed income securities.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index but utilizes a flexible, actively managed approach within a rules-based framework.
Composition Primarily holds investment-grade government, corporate, and securitized debt securities from developed market countries.
Market Position
Market Share: Data not readily available due to the fund's global focus and varied competitive landscape.
Total Net Assets (AUM): 275000000
Competitors
Key Competitors
- AGG
- BND
- IUSB
- LQD
Competitive Landscape
The fixed income ETF market is highly competitive with several established players. DFCF differentiates itself through its global diversification, flexible strategy, and DFA's research-driven approach, potentially offering a differentiated risk-return profile. However, its lower AUM compared to larger competitors like AGG and BND may affect liquidity and recognition.
Financial Performance
Historical Performance: Data not available in structured format.
Benchmark Comparison: Data not available in structured format.
Expense Ratio: 0.10
Liquidity
Average Trading Volume
The ETF's average trading volume is moderate and varies depending on market conditions.
Bid-Ask Spread
The bid-ask spread is generally tight but can widen during periods of market volatility.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, economic growth, and global geopolitical events influence DFCF's performance.
Growth Trajectory
Growth depends on fixed income market performance and adoption by investors seeking global diversification with a research-driven investment strategy. There are no significant changes to strategy or holdings reported.
Moat and Competitive Advantages
Competitive Edge
DFCF's competitive advantage lies in its globally diversified approach, which allows it to access a broader range of fixed income opportunities. DFA's rigorous, research-driven investment process and focus on low-cost implementation also contribute to its edge. The ETF's flexible strategy enables it to adapt to changing market conditions and capture potential sources of alpha. Its systematic approach aims to provide consistent returns with controlled risk.
Risk Analysis
Volatility
Volatility is typical of a core plus fixed income portfolio, influenced by interest rate sensitivity and credit risk.
Market Risk
Market risk includes interest rate risk, credit risk, and currency risk, stemming from its global holdings.
Investor Profile
Ideal Investor Profile
Ideal for investors seeking broad global fixed income exposure with a slightly higher risk tolerance than pure core bond funds, looking for potential outperformance through active management within a systematic framework.
Market Risk
Suitable for long-term investors seeking diversification and potential yield enhancement in their fixed income allocation.
Summary
Dimensional Global Core Plus Fixed Income ETF (DFCF) provides globally diversified fixed income exposure with a flexible, actively managed approach within a research-driven framework. It targets long-term return by investing in investment-grade securities and offers potential for outperformance. This ETF would be suitable for long term investors seeking income. DFCF is issued by a well-regarded firm, Dimensional Fund Advisors (DFA).
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors
- ETF.com
- Morningstar
Disclaimers:
The information provided is for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Investors should consult with a qualified financial advisor before making any investment decisions.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Dimensional Global Core Plus Fixed Income ETF
Exchange NASDAQ | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing in a universe of U.S. and foreign debt securities. The Portfolio may invest in fixed income securities considered investment grade at the time of purchase or Fitch or Aaa to Baa3 by Moody"s and in lower-rated fixed income securities.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.