DFA U.S. Sustainability Core 1 Portfolio
DFSIX
NASDAQ
| Weiss Ratings | DFSIX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Good | |||
| Risk Grade | B- | |||
| Company Info | DFSIX-NASDAQ | Click to Compare |
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| Provider | Dimensional Fund Advisors | |||
| Manager/Tenure (Years) | Jed S. Fogdall (13), John A. Hertzer (3), Allen Pu (1) | |||
| Website | http://www.dimensional.com | |||
| Fund Information | DFSIX-NASDAQ | Click to Compare |
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| Fund Name | DFA U.S. Sustainability Core 1 Portfolio | |||
| Category | Large Blend | |||
| Sub-Category | US Equity Large Cap Blend | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 12, 2008 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | DFSIX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.99% | |||
| Dividend | DFSIX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | DFSIX-NASDAQ | Click to Compare |
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| Cash | 0.25% | |||
| Stock | 99.75% | |||
| U.S. Stock | 99.01% | |||
| Non-U.S. Stock | 0.74% | |||
| Bond | 0.00% | |||
| U.S. Bond | 0.00% | |||
| Non-U.S. Bond | 0.00% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | DFSIX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.98% | |||
| 30-Day Total Return | 4.20% | |||
| 60-Day Total Return | 9.86% | |||
| 90-Day Total Return | 2.00% | |||
| Year to Date Total Return | -0.41% | |||
| 1-Year Total Return | 11.55% | |||
| 2-Year Total Return | 40.11% | |||
| 3-Year Total Return | 48.67% | |||
| 5-Year Total Return | 102.81% | |||
| Price | DFSIX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | DFSIX-NASDAQ | Click to Compare |
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| Nav | $45.31 | |||
| 1-Month Low NAV | $42.92 | |||
| 1-Month High NAV | $45.82 | |||
| 52-Week Low NAV | $38.13 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $47.97 | |||
| 52-Week High Price (Date) | Dec 04, 2024 | |||
| Beta / Standard Deviation | DFSIX-NASDAQ | Click to Compare |
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| Beta | 1.03 | |||
| Standard Deviation | 17.66 | |||
| Balance Sheet | DFSIX-NASDAQ | Click to Compare |
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| Total Assets | 7.54B | |||
| Operating Ratios | DFSIX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.17% | |||
| Turnover Ratio | 4.00% | |||
| Performance | DFSIX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 22.06% | |||
| Last Bear Market Total Return | -15.49% | |||