About DFSIX
DFA U.S. Sustainability Core 1 Portfolio is a domestic stock mutual fund managed by Dimensional Fund Advisors. Its primary objective is to seek long-term capital appreciation by investing in a broad and diverse array of U.S. companies, spanning large, mid, and small capitalizations. The fund emphasizes sustainability by incorporating environmental, social, and governance (ESG) considerations into its investment process, seeking to minimize exposure to companies with higher sustainability risks, such as those with significant fossil fuel involvement or adverse social impacts.
The portfolio is constructed to represent a blend of growth and value stocks, covering a wide spectrum of U.S. industries including technology, financial services, healthcare, consumer cyclical, and industrials, with major holdings in companies like Apple, NVIDIA, Meta Platforms, Microsoft, and Amazon. Sector diversification is a key feature, providing exposure across the economy while maintaining a relatively low expense ratio and turnover compared to its peers. The fund’s sustainability focus and broad market exposure aim to help investors align capital with ESG values without sacrificing diversification or market representation.
Fund Family Dimensional Fund Advisors
Category Large Blend
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol DFSIX
Index Russell 3000 TR
DFSIX had a total return of 19.68% in the past year, including dividends.
Since the fund's inception, the average annual return has been 11.65%.
