Morningstar

DFA U.S. Sustainability Core 1 Portfolio DFSIX

Morningstar Medalist Rating
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Medalist Rating as of See Dimensional Investment Hub
  • NAV / 1-Day Return $58.04  /  +0.52 %
  • Fund Size $8.5B
  • Adjusted Expense Ratio 0.170%
  • Net Expense Ratio 0.170%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Large Blend
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.87%
  • Turnover Ratio 13%
NAV and 1-Day Return as of

Morningstar’s Analysis DFSIX

Will DFSIX 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 DFSIX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA US Sustainability Core 1 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.

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Portfolio Holdings DFSIX

More DFSIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.11 611M
Technology

Apple Inc

6.30 542M
Technology

Amazon.com Inc

3.18 273M
Consumer Cyclical

Meta Platforms Inc Class A

3.10 267M
Communication Services

Microsoft Corp

3.01 259M
Technology

Broadcom Inc

2.04 175M
Technology

Alphabet Inc Class A

2.02 174M
Communication Services

JPMorgan Chase & Co

1.72 148M
Financial Services

Alphabet Inc Class C

1.69 146M
Communication Services

Eli Lilly and Co

1.40 120M
Healthcare

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