DFSB ETF ANALYSIS

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DFSB ETF FUNDAMENTALS
DFSB ETF PERFORMANCE

DFSB ISSUER

The Dimensional Global Sustainability Fixed Income ETF (DFSB) is brought to you by Dimensional Fund Advisors LP, a renowned asset management firm. This ETF offers investors exposure to a diversified portfolio of investment-grade debt securities from both U.S. and non-U.S. corporate and government issuers, with a particular emphasis on sustainability impact considerations. Dimensional's approach combines rigorous research and investment strategies to align with the growing demand for sustainable investing options, making DFSB a suitable choice for socially conscious investors seeking fixed income exposure.

DFSB DIVIDEND

The DFSB Dividend ETF, while primarily designed for growth, does offer dividend distributions in line with the performance of its underlying index. These dividends are typically paid out on a quarterly basis, with eligibility dependent on the dividend policies of the companies within the ETF's portfolio. Investors can expect a blend of capital appreciation and dividend income from this ETF, making it a versatile choice for those seeking a balanced investment approach.

DFSB TRACKING

The Dimensional Global Sustainability Fixed Income ETF, known as DFSB, tracks a diverse portfolio of investment-grade debt securities issued by both U.S. and non-U.S. corporate and government entities. This ETF places a strong emphasis on sustainability impact considerations, excluding or underweighting securities of companies and organizations that may have a lower sustainability profile. DFSB seeks to capture credit premiums and term premiums, and it typically maintains a weighted average duration close to its benchmark, the Bloomberg Global Aggregate Bond Index (Hedged to USD). Additionally, DFSB actively manages its currency exposure, engages in hedging through various financial instruments, and may lend its portfolio securities to enhance income. The ETF's active approach sets it apart from passive index-tracking funds and reflects its commitment to sustainable investments.

DFSB CORRELATION

The correlation aspect of the Dimensional Global Sustainability Fixed Income ETF (DFSB) primarily revolves around its investment in a broad portfolio of investment-grade debt securities from both U.S. and non-U.S. corporate and government issuers, with a strong emphasis on sustainability impact considerations. As an actively managed ETF, DFSB doesn't seek to replicate a specific index, making its correlation with traditional benchmark indices less straightforward. Investors interested in understanding DFSB's correlations should analyze its holdings and consider its unique sustainability factors when assessing its behavior within the broader fixed income market.

DFSB SECTOR

The Dimensional Global Sustainability Fixed Income ETF (DFSB) focuses on the fixed income sector, primarily investing in a broad portfolio of investment-grade debt securities from both U.S. and non-U.S. corporate and government issuers. This ETF aims to align its investment decisions with sustainability impact considerations, excluding or underweighting securities of companies that may be deemed less sustainable based on various environmental, social, and governance factors. Additionally, the ETF employs strategies such as hedging foreign currency exposure, using derivatives for hedging and market exposure, and lending portfolio securities to generate additional income, making it suitable for investors interested in ESG-focused fixed income investments.

DFSB EXPOSURE

The Dimensional Global Sustainability Fixed Income ETF (DFSB) offers exposure to a diverse portfolio of investment-grade debt securities, including both U.S. and non-U.S. corporate and government issuers. This ETF places a strong emphasis on sustainability impact considerations, excluding or underweighting securities of companies that may have a negative environmental or social footprint. Additionally, DFSB aims to capture credit and term premiums while maintaining a weighted average duration close to its benchmark, the Bloomberg Global Aggregate Bond Index (Hedged to USD). For investors seeking fixed income exposure with a sustainability focus, DFSB provides an opportunity to align their investment choices with their ESG values.

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FREQUENTLY ASKED QUESTIONS

Can you explain the correlation of DFSB with the U.S. equity market?
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How does DFSB provide exposure to the U.S. equity market?
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How does DFSB's dividend strategy compare to other funds like QQQ and IWM?
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What does DFSB mean on the stock market?
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What does DFSB stand for on the stock market?
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What is the sector composition of DFSB?
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