DFSUDimensional US Sustainability Core 1 ETF
Seeks long-term capital appreciation.
By Dimensional Fund Advisors · Launched 2022
Annual Cost
0.15%
#612 of 5,861 · low cost
Fund Size
$2.2B
#716 of 5,861 · large
Return (1Y)Goal
+18.3%
Track Record
3 years
#2,771 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$11,848+18.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundWhat it actually holds
By weightConcentration
Top 10 holdings = 32.8% of fund✓ well diversified
NVIDIA CORPORATION
6.8%
APPLE INC.
5.8%
AMAZON.COM, INC.
3.4%
META PLATFORMS, INC.
2.9%
ALPHABET INC.
2.7%
DIMENSIONAL FUND ADVISORS LP
2.5%
BROADCOM INC.
2.5%
MICROSOFT CORPORATION
2.4%
ALPHABET INC.
2.2%
JPMORGAN CHASE & CO.
1.5%
Asset allocation
Stocks
100.0%
By sector
Technology
29.7%
Financial Services
16.5%
Industrials
12.3%
Consumer Cyclical
11.3%
Healthcare
11.2%
Communication
9.9%
Consumer Defensive
4.2%
Basic Materials
2.2%
Other
2.9%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.5%Moderate
Year-on-year price swings
Max drawdown
-19.9%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.89Decent risk-adjusted returns
Sortino (3Y)
1.31Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Seeks long-term capital appreciation.
- Strategy
- Actively manages a diverse portfolio of U.S. companies of all sizes, emphasizing lower relative price and higher profitability while considering sustainability factors. The fund does not seek to replicate a specific index and may have higher portfolio turnover.
- Inception date
- November 1, 2022
- Fund family
- Dimensional Fund Advisors
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Data updated on 2026-08-04