Dimensional US Sustainability Core 1 ETF holds a quantitatively derived Gold Morningstar Medalist Rating. The rating reflects that it has scored particularly well on factors Morningstar research associates with future outperformance relative to category peers.
Dimensional US Sustainability Core 1 ETF DFSU
Morningstar’s Analysis DFSU
Will DFSU outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the DFSU management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar
The Parent Pillar is our rating of DFSU’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 31.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 7.20 | 157M | Technology |
Apple Inc | 6.38 | 139M | Technology |
Amazon.com Inc | 3.13 | 69M | Consumer Cyclical |
Meta Platforms Inc Class A | 3.05 | 67M | Communication Services |
Alphabet Inc Class A | 2.55 | 56M | Communication Services |
Microsoft Corp | 2.46 | 54M | Technology |
Broadcom Inc | 2.38 | 52M | Technology |
Alphabet Inc Class C | 2.07 | 45M | Communication Services |
JPMorgan Chase & Co | 1.44 | 31M | Financial Services |
Eli Lilly and Co | 1.39 | 30M | Healthcare |
United States