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DFSEDimensional Emerging Markets Sustainability Core 1 ETF

Grow my money3y track recordRanked #948 of 3,055 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2022

Annual Cost

0.41%

#2,144 of 6,040 · average

Fund Size

$644M

#1,464 of 6,040 · large

Return (1Y)

+19.9%

Track Record

3 years

#2,784 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,946+19.5%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Cap

Small

Strategy

Active selection

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 20.7% of funddiversified

Taiwan Semiconductor Manufacturing Company Limited
7.0%
Tencent Holdings Limited
2.6%
SK hynix Inc.
2.5%
Samsung Electronics Co., Ltd.
2.3%
Samsung Electronics Co., Ltd.
1.8%
DIMENSIONAL FUND ADVISORS LP
1.5%
Alibaba Group Holding Limited
1.1%
CHINA CONSTRUCTION BANK CORPORATION
0.7%
DELTA ELECTRONICS, INC.
0.6%
MediaTek Inc.
0.6%

Asset allocation

Stocks
100.3%
Other
0.1%
Preferred
0.0%

By sector

Technology
36.8%
Financial Services
18.3%
Industrials
10.9%
Consumer Cyclical
9.6%
Communication
5.8%
Basic Materials
5.6%
Healthcare
4.7%
Consumer Defensive
3.3%
Other
5.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
22.9%High

Year-on-year price swings

Max drawdown
-19.8%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.83Decent risk-adjusted returns
Sortino (3Y)
1.21Good downside protection

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks long-term capital appreciation.
Strategy
Actively manages a diverse portfolio of non-U.S. companies in emerging markets, emphasizing lower relative price and higher profitability. The strategy incorporates sustainability considerations and aims for broad diversification across companies, sectors, and countries.
Inception date
November 1, 2022
Fund family
Dimensional Fund Advisors

Next steps

Save DFSE to compare it with other funds, or start building a portfolio.

Data updated on 2026-09-18