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Upturn AI SWOT - About
Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF (DFSB)
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Upturn Advisory Summary
08/14/2025: DFSB (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 6.21% | Avg. Invested days 49 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 49.38 - 52.39 | Updated Date 06/29/2025 |
52 Weeks Range 49.38 - 52.39 | Updated Date 06/29/2025 |
Upturn AI SWOT
Dimensional ETF Trust - Dimensional Global Sustainability Fixed Income ETF
ETF Overview
Overview
The Dimensional Global Sustainability Fixed Income ETF (DFSU) seeks to provide current income while considering sustainability factors. It invests in a broad range of global fixed income securities, prioritizing issuers with strong sustainability profiles. The ETF uses a multi-factor model to select securities.
Reputation and Reliability
Dimensional Fund Advisors is a well-regarded firm known for its systematic, factor-based investment approach.
Management Expertise
Dimensional has a long history of fixed income investing and a team of experienced portfolio managers.
Investment Objective
Goal
To provide current income while considering sustainability factors.
Investment Approach and Strategy
Strategy: The ETF does not track a specific index. It employs a systematic investment approach based on factors such as credit quality, term, and sustainability ratings.
Composition The ETF holds a diversified portfolio of global fixed income securities, including government, corporate, and agency bonds.
Market Position
Market Share: Insufficient data available to accurately determine market share.
Total Net Assets (AUM): 177372889.78
Competitors
Key Competitors
- ICLN
- ESGU
- VCLN
- SUSL
- VSGX
Competitive Landscape
The sustainable fixed income ETF market is relatively new and growing. DFSU competes with other ETFs offering exposure to ESG-focused or green bonds. DFSU benefits from Dimensional's established reputation and systematic approach. However, it needs to build a proven track record to gain a larger market share. Competitors have been in the game longer.
Financial Performance
Historical Performance: Historical performance data is not sufficiently long-term to be statistically relevant.
Benchmark Comparison: Performance comparison to a specific benchmark is not directly applicable due to the ETF's sustainability focus.
Expense Ratio: 0.14
Liquidity
Average Trading Volume
The ETF's average trading volume is relatively moderate, which may impact execution costs.
Bid-Ask Spread
The bid-ask spread is generally small, reflecting moderate trading activity.
Market Dynamics
Market Environment Factors
Economic indicators such as interest rates, inflation, and credit spreads significantly impact the ETF's performance. Growing investor interest in sustainable investing supports the demand for this ETF.
Growth Trajectory
The ETF's growth trajectory depends on the overall demand for sustainable fixed income investments and its ability to attract assets through strong performance and marketing.
Moat and Competitive Advantages
Competitive Edge
DFSU's competitive advantage lies in Dimensional's disciplined, factor-based investment approach coupled with a focus on sustainability. Dimensional leverages its data science expertise to identify fixed income securities with strong risk-adjusted returns while adhering to sustainability criteria. The multi-factor model allows the ETF to potentially outperform traditional fixed income benchmarks. This differentiated approach attracts investors seeking both income and responsible investing.
Risk Analysis
Volatility
The ETF's volatility is influenced by interest rate movements and credit spread fluctuations.
Market Risk
The ETF is exposed to market risk through its holdings of fixed income securities. Credit risk is present through corporate bond holdings. Sustainability ratings may change over time.
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income, is interested in incorporating sustainability considerations into their fixed income allocation, and has a long-term investment horizon.
Market Risk
DFSU is best suited for long-term investors who prioritize both financial returns and sustainability.
Summary
The Dimensional Global Sustainability Fixed Income ETF provides income while integrating sustainability factors. It employs a systematic, factor-based approach to fixed income investing. It's suitable for investors seeking both income and responsible investing. The ETF's performance is tied to interest rates, credit spreads, and sustainability trends. As sustainability gains wider adoption, DFSU should increase performance.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Dimensional Fund Advisors, ETF.com, Bloomberg
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Past performance is not indicative of future results. Market share data may be incomplete or estimated.
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 ETF Trust - Dimensional Global Sustainability Fixed Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in a broad portfolio of investment grade debt securities (e.g., rated AAA to BBB- by S&P or Fitch or Aaa to Baa3 by Moody"s of U.S. and non-U.S. corporate and government issuers, including mortgage-backed securities, while excluding or underweighting securities of corporate and certain non-sovereign government issuers based upon the Portfolio"s sustainability impact considerations.
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.