DFSIX – DFA US Sustainability Core 1 Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The Portfolio purchases a broad and diverse group of securities of U.S. companies. It invests in companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. Universe, while adjusting the composition of the Portfolio based on sustainability impact considerations.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
DFSIX	DFA U.S. Sustainability Core 1 Portfolio	Institutional	Open			Mar 12, 2008	$8.40B	0.170%	Low	$0	−$1.15B

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