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DFSIDimensional International Sustainability Core 1 ETF

Grow my money3y track recordRanked #538 of 2,999 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2022

Annual Cost

0.24%

#1,057 of 5,861 · low cost

Fund Size

$1.1B

#1,080 of 5,861 · large

Return (1Y)Goal

+20.6%

Track Record

3 years

#2,771 of 5,861 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$12,147+21.5%

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

What it actually holds

By weight

Concentration

Top 10 holdings = 11.9% of fundwell diversified

DIMENSIONAL FUND ADVISORS LP
3.4%
ASML Holding N.V.
2.2%
Novartis AG
1.1%
Roche Holding AG
1.1%
ASTRAZENECA PLC
0.8%
ROYAL BANK OF CANADA
0.8%
Siemens Energy AG
0.7%
ROLLS-ROYCE HOLDINGS PLC
0.7%
LVMH MOET HENNESSY LOUIS VUITTON SE
0.6%
TOYOTA MOTOR CORPORATION
0.6%

Asset allocation

Stocks
99.9%
Other
0.1%

By sector

Financial Services
24.9%
Industrials
21.5%
Technology
11.3%
Consumer Cyclical
9.7%
Healthcare
9.0%
Basic Materials
6.7%
Consumer Defensive
5.3%
Communication
4.9%
Other
6.7%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.4%Moderate

Year-on-year price swings

Max drawdown
-12.8%Mild

Worst peak-to-trough loss

Sharpe (3Y)
0.86Decent risk-adjusted returns
Sortino (3Y)
1.26Good 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 associated with developed markets, focusing on companies of all sizes with lower relative price and higher profitability. Incorporates sustainability considerations in investment decisions, aiming for long-term capital appreciation.
Inception date
November 1, 2022
Fund family
Dimensional Fund Advisors

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Data updated on 2026-08-04