Morningstar

DFA International Sustainability Core 1 Portfolio DFSPX

Morningstar Medalist Rating
Medalist Rating as of | See Dimensional Investment Hub
  • NAV / 1-Day Return 17.77  /  −0.34 %
  • Total Assets 4.6B
  • Adj. Expense Ratio
    0.240%
  • Expense Ratio 0.230%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.95%
  • Turnover 12%

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

Morningstar’s Analysis DFSPX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

DFA Intl 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings DFSPX

More DFSPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 10.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

DFA Short Term Investment

3.92 178M
Cash and Equivalents

ASML Holding NV ADR

2.81 128M
Technology

Novartis AG ADR

1.10 50M
Healthcare

Roche Holding Ag Common Stock Chf.001

1.05 48M
—

Royal Bank of Canada

1.03 47M
Financial Services

AstraZeneca PLC

0.88 40M
Healthcare

Lvmh Moet Hennessy Louis Vuitton SE

0.67 31M
Consumer Cyclical

Banco Santander SA

0.63 29M
Financial Services

Novo Nordisk AS Class B

0.63 28M
Healthcare

ABB Ltd

0.62 28M
Industrials

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