About DAABX
DFA US Sustainability Targeted Value Portfolio Institutional Class is an open-end mutual fund that seeks long-term capital appreciation by investing primarily in small and mid-cap U.S. companies. Managed by Dimensional Fund Advisors, this fund employs a value-oriented approach, emphasizing stocks trading at lower valuations with higher profitability characteristics. A defining feature of the portfolio is its explicit integration of sustainability criteria, targeting companies considered socially conscious and actively promoting environmental responsibility. The fund’s sustainability screen adjusts holdings to favor firms with lower environmental and social risks, while still providing diversified exposure across the U.S. equity market. Sectors represented include consumer cyclical, healthcare, technology, energy, and industrials, among others. The strategy benchmarks its performance against indices such as the Russell 2000 Value and Russell 3000, ensuring alignment with the broader market. Known for its competitive expense ratio and institutional share class structure, this portfolio offers investors access to a disciplined, cost-effective, and sustainability-focused investment solution within the small value segment.
Fund Family Dimensional Fund Advisors
Category Small Value
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol DAABX
Index Russell 2000 Value TR
DAABX had a total return of 19.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 22.75%.
