Verdicts genuinely change. Free email alert the moment DFGBX's does — no target price to set, unlike "Alert" above.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO · DFA INVESTMENT DIMENSIONS GROUP INC
421 holdings
NON-COMPLIANT At least 11.59% of portfolio weight is in non-compliant holdings — already over the 5% threshold, so the verdict is settled whatever the unmatched 81% turns out to be. Matching more holdings can only raise this share, never lower it.
1.09% of that is conventional interest-bearing debt, identified from the fund's own filing rather than by screening an issuer. Sukuk are deliberately excluded from this test and are never counted here.
421 holdings, 111 matched (19% of weight). Portfolio as of 2026-07-31, filed 2026-09-24. Source: SEC Form N-PORT.
3.80% of this portfolio’s income is non-permissible — weighted across holdings, computed over 8% of portfolio weight (68 of 421 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
Portfolio shares are withheld: coverage is below the floor needed to state one. The holdings themselves are below, because the names are evidence you can check.
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| Kingdom of Belgium Government Bonds | UNSCREENED | 2.80% | no in-house ratios for this holding |
| EFSF | UNSCREENED | 2.71% | no in-house ratios for this holding |
| EUROPEAN UNION | UNSCREENED | 2.58% | no in-house ratios for this holding |
| NEW ZEALAND GOVERNMENT | UNSCREENED | 2.55% | no in-house ratios for this holding |
| PROVINCE OF ALBERTA | UNSCREENED | 2.36% | no in-house ratios for this holding |
| PROVINCE OF QUEBEC | UNSCREENED | 1.82% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 1.58% | no in-house ratios for this holding |
| NEDER WATERSCHAPSBANK | UNSCREENED | 1.40% | no in-house ratios for this holding |
| Finland Government Bonds | UNSCREENED | 1.29% | no in-house ratios for this holding |
| BNG BANK NV | UNSCREENED | 1.29% | no in-house ratios for this holding |
| CPPIB CAPITAL INC | UNSCREENED | 1.21% | no in-house ratios for this holding |
| LAND NIEDERSACHSEN | UNSCREENED | 1.17% | no in-house ratios for this holding |
| U.K. Gilts | UNSCREENED | 1.09% | no in-house ratios for this holding |
| KOMMUNALBANKEN AS | UNSCREENED | 1.08% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 1.08% | no in-house ratios for this holding |
| French Republic Government Bonds OAT | UNSCREENED | 1.05% | no in-house ratios for this holding |
| U11.SI UNITED OVERSEAS BANK LTD | NON_COMPLIANT | 1.04% | AAOIFI65.6% Usmani7.9% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic7.9% MSCI Islamic M-Seriesfail FTSE Shariah7.9% |
| CANADA HOUSING TRUST | UNSCREENED | 0.99% | no in-house ratios for this holding |
| PSP CAPITAL INC | UNSCREENED | 0.98% | no in-house ratios for this holding |
| CPPIB CAPITAL INC | UNSCREENED | 0.97% | no in-house ratios for this holding |
| CDP FINANCIAL INC | UNSCREENED | 0.92% | no in-house ratios for this holding |
| INTL DEVELOPMENT ASSOC | UNSCREENED | 0.89% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.88% | no in-house ratios for this holding |
| KUNTARAHOITUS OYJ | UNSCREENED | 0.88% | no in-house ratios for this holding |
| SKANDINAVISKA ENSKILDA | UNSCREENED | 0.85% | no in-house ratios for this holding |
| PROVINCE OF QUEBEC | UNSCREENED | 0.81% | no in-house ratios for this holding |
| SNY SANOFI SA | COMPLIANT | 0.81% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| KFW | UNSCREENED | 0.79% | no in-house ratios for this holding |
| NEDER WATERSCHAPSBANK | UNSCREENED | 0.78% | no in-house ratios for this holding |
| ABN.AS ABN AMRO BANK NV | NON_COMPLIANT | 0.76% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KFW | UNSCREENED | 0.73% | no in-house ratios for this holding |
| KUNTARAHOITUS OYJ | UNSCREENED | 0.72% | no in-house ratios for this holding |
| Canada Government Bonds | UNSCREENED | 0.70% | no in-house ratios for this holding |
| CDP FINANCIAL INC | UNSCREENED | 0.70% | no in-house ratios for this holding |
| ABN.AS ABN AMRO BANK NV | NON_COMPLIANT | 0.68% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NEDER WATERSCHAPSBANK | UNSCREENED | 0.66% | no in-house ratios for this holding |
| LAND NIEDERSACHSEN | UNSCREENED | 0.66% | no in-house ratios for this holding |
| BNG BANK NV | UNSCREENED | 0.64% | no in-house ratios for this holding |
| CAISSE D'AMORT DETTE SOC | UNSCREENED | 0.62% | no in-house ratios for this holding |
| NRW.BANK | UNSCREENED | 0.60% | no in-house ratios for this holding |
| LAND BERLIN | UNSCREENED | 0.59% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 0.58% | no in-house ratios for this holding |
| LAND SACHSEN-ANHALT | UNSCREENED | 0.58% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 0.56% | no in-house ratios for this holding |
| NZ LOCAL GOVT FUND AGENC | UNSCREENED | 0.55% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.55% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.53% | no in-house ratios for this holding |
| CPPIB CAPITAL INC | UNSCREENED | 0.53% | no in-house ratios for this holding |
| KOMMUNINVEST I SVERIGE | UNSCREENED | 0.51% | no in-house ratios for this holding |
| SHB-A.ST SVENSKA HANDELSBANKEN AB | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| COOPERAT RABOBANK UA/NY | UNSCREENED | 0.51% | no in-house ratios for this holding |
| WBC.AX WESTPAC BANKING CORP | NON_COMPLIANT | 0.51% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NZ LOCAL GOVT FUND AGENC | UNSCREENED | 0.50% | no in-house ratios for this holding |
| INTER-AMERICAN DEVEL BK | UNSCREENED | 0.50% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.50% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ASIAN DEVELOPMENT BANK | UNSCREENED | 0.50% | no in-house ratios for this holding |
| NESTLE FINANCE INTL LTD | UNSCREENED | 0.49% | no in-house ratios for this holding |
| NDA-FI.HE NORDEA BANK ABP | NON_COMPLIANT | 0.49% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LAND RHEINLAND-PFALZ | UNSCREENED | 0.47% | no in-house ratios for this holding |
| Netherlands Government Bonds | UNSCREENED | 0.47% | no in-house ratios for this holding |
| CHEVRON USA INC | UNSCREENED | 0.47% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| LAND NORDRHEIN-WESTFALEN | UNSCREENED | 0.45% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.45% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SIEMENS FINANCIERINGSMAT | UNSCREENED | 0.44% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.44% | no in-house ratios for this holding |
| RABOBANK UA/AU | UNSCREENED | 0.44% | no in-house ratios for this holding |
| UBS AG LONDON | UNSCREENED | 0.44% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.44% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.43% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.43% | no in-house ratios for this holding |
| BRITISH COLUMBIA PROV OF | UNSCREENED | 0.43% | no in-house ratios for this holding |
| PSP CAPITAL INC | UNSCREENED | 0.42% | no in-house ratios for this holding |
| SHB-A.ST SVENSKA HANDELSBANKEN AB | NON_COMPLIANT | 0.42% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Republic of Austria Government Bonds | UNSCREENED | 0.42% | no in-house ratios for this holding |
| MA MASTERCARD INC | COMPLIANT | 0.41% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| BNG BANK NV | UNSCREENED | 0.40% | no in-house ratios for this holding |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.40% | no in-house ratios for this holding |
| LVMH MOET HENNESSY VUITT | UNSCREENED | 0.39% | no in-house ratios for this holding |
| FREIE HANSESTADT HAMBURG | UNSCREENED | 0.39% | no in-house ratios for this holding |
| ASIAN INFRASTRUCTURE INV | UNSCREENED | 0.38% | no in-house ratios for this holding |
| NESTLE HOLDINGS INC | UNSCREENED | 0.38% | no in-house ratios for this holding |
| CAISSE D'AMORT DETTE SOC | UNSCREENED | 0.37% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.37% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OR.PA L'OREAL SA | COMPLIANT | 0.36% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| WBC.AX WESTPAC BANKING CORP | NON_COMPLIANT | 0.36% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BAYERISCHE LANDESBODEN | UNSCREENED | 0.36% | no in-house ratios for this holding |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.36% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| NOVO NORDISK FINANCE NL | UNSCREENED | 0.35% | no in-house ratios for this holding |
| NZ LOCAL GOVT FUND AGENC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| KUNTARAHOITUS OYJ | UNSCREENED | 0.35% | no in-house ratios for this holding |
| PSP CAPITAL INC | UNSCREENED | 0.35% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.34% | no in-house ratios for this holding |
| INVESTITIONSBANK BERLIN | UNSCREENED | 0.34% | no in-house ratios for this holding |
| BRITISH COLUMBIA PROV OF | UNSCREENED | 0.34% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 0.34% | no in-house ratios for this holding |
| NOVARTIS CAPITAL CORP | UNSCREENED | 0.34% | no in-house ratios for this holding |
| French Republic Government Bonds OAT | UNSCREENED | 0.34% | no in-house ratios for this holding |
| PG PROCTER & GAMBLE CO/THE | COMPLIANT | 0.33% | AAOIFI8.9% Usmani23.9% Dow Jones Islamic8.5% S&P Shariah8.5% MSCI Islamic23.9% MSCI Islamic M-Series8.5% FTSE Shariah23.2% |
| LLY ELI LILLY & CO | COMPLIANT | 0.33% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| KUNTARAHOITUS OYJ | UNSCREENED | 0.33% | no in-house ratios for this holding |
| L-BANK BW FOERDERBANK | UNSCREENED | 0.33% | no in-house ratios for this holding |
| WBC.AX WESTPAC BANKING CORP | NON_COMPLIANT | 0.33% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.32% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| COOPERAT RABOBANK UA/NY | UNSCREENED | 0.31% | no in-house ratios for this holding |
| KOMMUNEKREDIT | UNSCREENED | 0.31% | no in-house ratios for this holding |
| SHB-A.ST SVENSKA HANDELSBANKEN AB | NON_COMPLIANT | 0.30% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KFW | UNSCREENED | 0.30% | no in-house ratios for this holding |
| LLY ELI LILLY & CO | COMPLIANT | 0.29% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| TOTALENERGIES CAP INTL | UNSCREENED | 0.29% | no in-house ratios for this holding |
| INTL BK RECON & DEVELOP | UNSCREENED | 0.29% | no in-house ratios for this holding |
| KFW | UNSCREENED | 0.29% | no in-house ratios for this holding |
| CDP FINANCIAL INC | UNSCREENED | 0.29% | no in-house ratios for this holding |
| WBC.AX WESTPAC BANKING CORP | NON_COMPLIANT | 0.29% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BERKSHIRE HATHAWAY FIN | UNSCREENED | 0.29% | no in-house ratios for this holding |
| LANDWIRTSCH. RENTENBANK | UNSCREENED | 0.28% | no in-house ratios for this holding |
| INTL DEVELOPMENT ASSOC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| CHEVRON USA INC | UNSCREENED | 0.28% | no in-house ratios for this holding |
| ALLIANZ FINANCE II B.V. | UNSCREENED | 0.28% | no in-house ratios for this holding |
| LAND HESSEN | UNSCREENED | 0.28% | no in-house ratios for this holding |
| NATIONAL AUSTRALIA BK/NY | UNSCREENED | 0.27% | no in-house ratios for this holding |
| DEUTSCHE BAHN AG | UNSCREENED | 0.27% | no in-house ratios for this holding |
| WBC.AX WESTPAC BANKING CORP | NON_COMPLIANT | 0.27% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| KUNTARAHOITUS OYJ | UNSCREENED | 0.27% | no in-house ratios for this holding |
| EQNR EQUINOR ASA | NON_COMPLIANT | 0.26% | AAOIFI2.5% Usmani18.0% Dow Jones Islamic32.5% S&P Shariah32.6% MSCI Islamic18.0% MSCI Islamic M-Series32.6% FTSE Shariah18.0% |
| RABOBANK UA/AU | UNSCREENED | 0.25% | no in-house ratios for this holding |
| EUROPEAN UNION | UNSCREENED | 0.25% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 0.25% | no in-house ratios for this holding |
| KFW | UNSCREENED | 0.25% | no in-house ratios for this holding |
| OP CORPORATE BANK PLC | UNSCREENED | 0.24% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.24% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| V Visa, Inc. | COMPLIANT | 0.24% | AAOIFI3.5% Usmani25.2% Dow Jones Islamic15.5% S&P Shariah16.7% MSCI Islamic25.2% MSCI Islamic M-Series16.7% FTSE Shariah25.2% |
| New Zealand Government Bonds | UNSCREENED | 0.24% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.23% | no in-house ratios for this holding |
| LLY ELI LILLY & CO | COMPLIANT | 0.23% | AAOIFI5.2% Usmani38.6% Dow Jones Islamic6.4% S&P Shariah6.9% MSCI Islamic38.6% MSCI Islamic M-Series6.9% FTSE Shariah38.6% |
| RABOBANK UA/AU | UNSCREENED | 0.23% | no in-house ratios for this holding |
| INTL BK RECON & DEVELOP | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CANADA HOUSING TRUST | UNSCREENED | 0.23% | no in-house ratios for this holding |
| CANADA HOUSING TRUST | UNSCREENED | 0.22% | no in-house ratios for this holding |
| INTL BK RECON & DEVELOP | UNSCREENED | 0.22% | no in-house ratios for this holding |
| CITIBANK NA | UNSCREENED | 0.21% | no in-house ratios for this holding |
| NZ LOCAL GOVT FUND AGENC | UNSCREENED | 0.21% | no in-house ratios for this holding |
| United States Treasury | NON_COMPLIANT | 0.21% | no in-house ratios for this holding |
| LAND HESSEN | UNSCREENED | 0.21% | no in-house ratios for this holding |
| WBC.AX WESTPAC BANKING CORP | NON_COMPLIANT | 0.20% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| SKANDINAVISKA ENSKILDA | UNSCREENED | 0.20% | no in-house ratios for this holding |
| LVMH MOET HENNESSY VUITT | UNSCREENED | 0.20% | no in-house ratios for this holding |
| NESTLE HOLDINGS INC | UNSCREENED | 0.19% | no in-house ratios for this holding |
| SIEMENS FINANCIERINGSMAT | UNSCREENED | 0.19% | no in-house ratios for this holding |
| NESTLE FINANCE INTL LTD | UNSCREENED | 0.19% | no in-house ratios for this holding |
| INTER-AMERICAN DEVEL BK | UNSCREENED | 0.19% | no in-house ratios for this holding |
| PROVINCE OF ALBERTA | UNSCREENED | 0.18% | no in-house ratios for this holding |
| OR.PA L'OREAL SA | COMPLIANT | 0.18% | AAOIFIpass Usmanipass Dow Jones Islamicpass S&P Shariahpass MSCI Islamicpass MSCI Islamic M-Seriespass FTSE Shariahpass |
| CANADIAN GOVERNMENT | UNSCREENED | 0.18% | no in-house ratios for this holding |
| ROCHE FINANCE EUROPE BV | UNSCREENED | 0.18% | no in-house ratios for this holding |
| BMO.TO BANK OF MONTREAL | NON_COMPLIANT | 0.18% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| MACQUARIE BANK LTD | UNSCREENED | 0.17% | no in-house ratios for this holding |
| COOPERAT RABOBANK UA/NY | UNSCREENED | 0.17% | no in-house ratios for this holding |
| INTER-AMERICAN DEVEL BK | UNSCREENED | 0.17% | no in-house ratios for this holding |
| PROVINCE OF ALBERTA | UNSCREENED | 0.17% | no in-house ratios for this holding |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.17% | no in-house ratios for this holding |
| DB1.DE DEUTSCHE BOERSE AG | NON_COMPLIANT | 0.17% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.16% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.16% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.16% | no in-house ratios for this holding |
| Finland Government Bonds | UNSCREENED | 0.16% | no in-house ratios for this holding |
| SFIL SA | UNSCREENED | 0.16% | no in-house ratios for this holding |
| KUNTARAHOITUS OYJ | UNSCREENED | 0.16% | no in-house ratios for this holding |
| LVMH MOET HENNESSY VUITT | UNSCREENED | 0.15% | no in-house ratios for this holding |
| SWEDISH EXPORT CREDIT | UNSCREENED | 0.15% | no in-house ratios for this holding |
| MA Mastercard, Inc. | COMPLIANT | 0.15% | AAOIFI4.9% Usmani42.7% Dow Jones Islamic37.5% S&P Shariah40.1% MSCI Islamic42.7% MSCI Islamic M-Series40.1% FTSE Shariah42.7% |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.15% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.15% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| UNITED OVERSEAS BANK/SYD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| CANADA HOUSING TRUST | UNSCREENED | 0.15% | no in-house ratios for this holding |
| UNITED OVERSEAS BANK/SYD | UNSCREENED | 0.15% | no in-house ratios for this holding |
| STT STATE STREET CORP | NON_COMPLIANT | 0.14% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| HOUSING NEW ZEALAND LTD | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.14% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| NVDA NVIDIA CORP | COMPLIANT | 0.14% | AAOIFI1.1% Usmani12.1% Dow Jones Islamic0.9% S&P Shariah1.1% MSCI Islamic12.1% MSCI Islamic M-Series1.1% FTSE Shariah10.4% |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.14% | no in-house ratios for this holding |
| EUROPEAN BK RECON & DEV | UNSCREENED | 0.14% | no in-house ratios for this holding |
| NATIONAL SECS CLEARING | UNSCREENED | 0.14% | no in-house ratios for this holding |
| SNY SANOFI SA | COMPLIANT | 0.14% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| MRK MERCK & CO INC | COMPLIANT | 0.14% | AAOIFI14.7% Usmani41.5% Dow Jones Islamic21.8% S&P Shariah20.9% MSCI Islamic41.5% MSCI Islamic M-Series20.9% FTSE Shariah41.5% |
| Canada Government Bonds | UNSCREENED | 0.13% | no in-house ratios for this holding |
| EXPORT DEVELOPMNT CANADA | UNSCREENED | 0.13% | no in-house ratios for this holding |
| NOVO NORDISK FINANCE NL | UNSCREENED | 0.13% | no in-house ratios for this holding |
| NAB.AX NATIONAL AUSTRALIA BANK | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| DBS BANK LTD/AUSTRALIA | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CS.PA AXA SA | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| REGION OF ILE DE FRANCE | UNSCREENED | 0.12% | no in-house ratios for this holding |
| FINNVERA PLC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| NDA-FI.HE NORDEA BANK ABP | NON_COMPLIANT | 0.12% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ROCHE HOLDINGS INC | UNSCREENED | 0.12% | no in-house ratios for this holding |
| NESTLE FINANCE INTL LTD | UNSCREENED | 0.12% | no in-house ratios for this holding |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.12% | no in-house ratios for this holding |
| CL COLGATE-PALMOLIVE CO | COMPLIANT | 0.12% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| FLEMISH COMMUNITY | UNSCREENED | 0.12% | no in-house ratios for this holding |
| LAND BADEN-WUERTTEMBERG | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CAISSE D'AMORT DETTE SOC | UNSCREENED | 0.11% | no in-house ratios for this holding |
| UNITED OVERSEAS BANK/SYD | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AFRICAN DEVELOPMENT BANK | UNSCREENED | 0.11% | no in-house ratios for this holding |
| ABN.AS ABN AMRO BANK NV | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| BNS.TO BANK OF NOVA SCOTIA | NON_COMPLIANT | 0.11% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.11% | no in-house ratios for this holding |
| LAND NIEDERSACHSEN | UNSCREENED | 0.11% | no in-house ratios for this holding |
| PROVINCE OF ALBERTA | UNSCREENED | 0.11% | no in-house ratios for this holding |
| CANADA HOUSING TRUST | UNSCREENED | 0.11% | no in-house ratios for this holding |
| AUTOBAHN SCHNELL AG | UNSCREENED | 0.11% | no in-house ratios for this holding |
| EUROFIMA | UNSCREENED | 0.10% | no in-house ratios for this holding |
| CANADA HOUSING TRUST | UNSCREENED | 0.10% | no in-house ratios for this holding |
| NATIONAL AUSTRALIA BK/NY | UNSCREENED | 0.10% | no in-house ratios for this holding |
| ONTARIO (PROVINCE OF) | UNSCREENED | 0.10% | no in-house ratios for this holding |
| DEUTSCHE BAHN AG | UNSCREENED | 0.10% | no in-house ratios for this holding |
| XOM EXXON MOBIL CORPORATION | COMPLIANT | 0.10% | AAOIFI6.5% Usmani9.1% Dow Jones Islamic8.5% S&P Shariah9.0% MSCI Islamic9.1% MSCI Islamic M-Series9.0% FTSE Shariah9.1% |
| ONTARIO TEACHERS' FINANC | UNSCREENED | 0.09% | no in-house ratios for this holding |
| COOPERAT RABOBANK UA/NY | UNSCREENED | 0.09% | no in-house ratios for this holding |
| COMMONWEALTH BANK AUST | UNSCREENED | 0.09% | no in-house ratios for this holding |
| LAND NORDRHEIN-WESTFALEN | UNSCREENED | 0.09% | no in-house ratios for this holding |
| D05.SI DBS GROUP HOLDINGS LTD | NON_COMPLIANT | 0.09% | AAOIFI33.5% Usmani8.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic8.4% MSCI Islamic M-Seriesfail FTSE Shariah8.4% |
| FLEMISH COMMUNITY | UNSCREENED | 0.09% | no in-house ratios for this holding |
| LANDWIRTSCH. RENTENBANK | UNSCREENED | 0.09% | no in-house ratios for this holding |
| RABOBANK UA/AU | UNSCREENED | 0.08% | no in-house ratios for this holding |
| RABOBANK UA/AU | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ASIAN DEVELOPMENT BANK | UNSCREENED | 0.08% | no in-house ratios for this holding |
| LFA FOERDERBANK BAYERN | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AFRICAN DEVELOPMENT BANK | UNSCREENED | 0.08% | no in-house ratios for this holding |
| NESTLE FINANCE INTL LTD | UNSCREENED | 0.08% | no in-house ratios for this holding |
| Allianz Finance II BV | UNSCREENED | 0.08% | no in-house ratios for this holding |
| ALLIANZ FINANCE II B.V. | UNSCREENED | 0.08% | no in-house ratios for this holding |
| CSCO CISCO SYSTEMS INC | COMPLIANT | 0.08% | AAOIFI5.7% Usmani18.9% Dow Jones Islamic8.4% S&P Shariah9.5% MSCI Islamic18.9% MSCI Islamic M-Series9.5% FTSE Shariah17.6% |
| AMZN AMAZON.COM INC | QUESTIONABLE | 0.08% | AAOIFI8.2% Usmani22.1% Dow Jones Islamic9.6% S&P Shariah10.6% MSCI Islamic20.9% MSCI Islamic M-Series10.6% FTSE Shariah12.1% |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.08% | no in-house ratios for this holding |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LANDWIRTSCH. RENTENBANK | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LAND BERLIN | UNSCREENED | 0.07% | no in-house ratios for this holding |
| SNY SANOFI SA | COMPLIANT | 0.07% | AAOIFI20.8% Usmani14.7% Dow Jones Islamic38.1% S&P Shariah38.6% MSCI Islamic14.7% MSCI Islamic M-Series38.6% FTSE Shariah14.7% |
| PROVINCE OF QUEBEC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| PROVINCE OF QUEBEC | UNSCREENED | 0.07% | no in-house ratios for this holding |
| MACQUARIE BANK LTD | UNSCREENED | 0.07% | no in-house ratios for this holding |
| GOOG ALPHABET INC | QUESTIONABLE | 0.07% | AAOIFI2.9% Usmani13.1% Dow Jones Islamic3.9% S&P Shariah4.5% MSCI Islamic12.8% MSCI Islamic M-Series4.5% FTSE Shariah10.9% |
| SWED-A.ST SWEDBANK AB | NON_COMPLIANT | 0.07% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| ASIAN DEVELOPMENT BANK | UNSCREENED | 0.07% | no in-house ratios for this holding |
| NOVARTIS CAPITAL CORP | UNSCREENED | 0.07% | no in-house ratios for this holding |
| LAND NIEDERSACHSEN | UNSCREENED | 0.06% | no in-house ratios for this holding |
| AUST & NZ BANKING GROUP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| INTL FINANCE CORP | UNSCREENED | 0.06% | no in-house ratios for this holding |
| EUROPEAN INVESTMENT BANK | UNSCREENED | 0.06% | no in-house ratios for this holding |
The published standards disagree about this fund by 3 points of portfolio weight — 7.3% of it passes AAOIFI, 4.4% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 7.3% ratios fail on 10.2% 82.5% not rated under AAOIFI
ratios pass on 5.3% ratios fail on 11.8% 82.9% not rated under Usmani
ratios pass on 5.3% ratios fail on 12.0% 82.8% not rated under Dow Jones Islamic
ratios pass on 5.3% ratios fail on 11.9% 82.9% not rated under S&P Shariah
ratios pass on 4.4% ratios fail on 11.8% 83.8% not rated under MSCI Islamic
ratios pass on 5.3% ratios fail on 12.0% 82.8% not rated under MSCI Islamic M-Series
ratios pass on 5.3% ratios fail on 11.8% 82.9% not rated under FTSE Shariah
34 of 421 listed holdings carry our own per-methodology verdicts (18% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 21 (8% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| U11.SI UNITED OVERSEAS BANK LTD | 1.04% |
| United States Treasury | 0.88% |
| ABN.AS ABN AMRO BANK NV | 0.76% |
| ABN.AS ABN AMRO BANK NV | 0.68% |
| SHB-A.ST SVENSKA HANDELSBANKEN AB | 0.51% |
| WBC.AX WESTPAC BANKING CORP | 0.51% |
| NAB.AX NATIONAL AUSTRALIA BANK | 0.50% |
| NDA-FI.HE NORDEA BANK ABP | 0.49% |
| NAB.AX NATIONAL AUSTRALIA BANK | 0.45% |
| NAB.AX NATIONAL AUSTRALIA BANK | 0.45% |
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
DFA FIVE-YEAR GLOBAL FIXED INCOME PORTFOLIO (DFGBX) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A holding it cannot cover far enough is reported as unrated rather than counted as a pass.
| Holding | Weight | Verdict |
|---|---|---|
| Kingdom of Belgium Government Bondsnot matched to a ticker | 2.80% | Not screened |
| EFSFnot matched to a ticker | 2.71% | Not screened |
| EUROPEAN UNIONnot matched to a ticker | 2.58% | Not screened |
| NEW ZEALAND GOVERNMENTnot matched to a ticker | 2.55% | Not screened |
| PROVINCE OF ALBERTAnot matched to a ticker | 2.36% | Not screened |
| PROVINCE OF QUEBECnot matched to a ticker | 1.82% | Not screened |
| EUROPEAN INVESTMENT BANKnot matched to a ticker | 1.58% | Not screened |
| NEDER WATERSCHAPSBANKnot matched to a ticker | 1.40% | Not screened |
| Finland Government Bondsnot matched to a ticker | 1.29% | Not screened |
| BNG BANK NVnot matched to a ticker | 1.29% | Not screened |
Top 10 of 421 holdings, 20.4% of the fund by weight. Every holding is screened, not only these.
The positions keeping this fund short of 100% compliant by weight.
Verdict history for DFGBX. A verdict that never moved is recorded too, so a quiet history reads as measured rather than missing.
ℹ️ no compliance scan has run for 3 days - this is not a reading of today
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
This fund prices once a day, so its bars carry no intraday high or low — floor-trader pivots are not defined for it.
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 55.40 | NEUTRAL |
| Stochastic %K (14) | 100.00 | SELL |
| CCI (20) | 109.96 | SELL |
| Williams %R (14) | 0.00 | SELL |
| MACD (12,26,9) | 0.01 | BUY |
| ROC (10) | 0.48 | BUY |
| Momentum (10) | 0.05 | BUY |
| EMA (10) | 9.87 | BUY |
| SMA (10) | 9.86 | BUY |
| EMA (20) | 9.87 | BUY |
| SMA (20) | 9.85 | BUY |
| EMA (30) | 9.87 | BUY |
| SMA (30) | 9.87 | BUY |
| EMA (50) | 9.87 | BUY |
| SMA (50) | 9.89 | SELL |
| EMA (100) | 9.87 | BUY |
| SMA (100) | 9.89 | SELL |
| EMA (200) | 9.84 | BUY |
| SMA (200) | 9.85 | BUY |
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
The questions worth asking about any verdict on this page, answered plainly.
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.