Morningstar

DFA Emerging Markets Sustainability Core 1 Portfolio Institutional Class DESIX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 12.85  /  −1.46 %
  • Total Assets 1.2B
  • Adj. Expense Ratio
    0.420%
  • Expense Ratio 0.420%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Diversified Emerging Mkts
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.28%
  • Turnover 6%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis DESIX

Will DESIX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DESIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DESIX 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 DESIX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Em Mkts Sustnby Cor 1 Instl 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.

by Morningstar Automated Analysis
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Portfolio Holdings DESIX

More DESIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Taiwan Semiconductor Manufacturing Co Ltd

5.89 80M
Technology

Samsung Electronics Co Ltd

4.26 58M
Technology

SK Hynix Inc

2.99 41M
Technology

Tencent Holdings Ltd

2.34 32M
Communication Services

Taiwan Semiconductor Manufacturing Co Ltd ADR

2.20 30M
Technology

Samsung Electronics Co Ltd DR

1.95 26M
Technology

DFA Short Term Investment

1.34 18M
Cash and Equivalents

MediaTek Inc

1.23 17M
Technology

Alibaba Group Holding Ltd Ordinary Shares

1.08 15M
Consumer Cyclical

Lenovo Group Ltd

0.90 12M
Technology

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