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Beacon

DFSUDimensional US Sustainability Core 1 ETF

Grow my money3y track recordRanked #371 of 3,055 in this goal

Seeks long-term capital appreciation.

By Dimensional Fund Advisors · Launched 2022

Annual Cost

0.15%

#645 of 6,040 · low cost

Fund Size

$2.4B

#718 of 6,040 · large

Return (1Y)

+14.0%

Track Record

3 years

#2,784 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$11,418+14.2%

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

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Active selection

Focus

ESG

Holdings

By weight

Concentration

Top 10 holdings = 32.8% of funddiversified

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
30.6%
Financial Services
17.1%
Healthcare
11.6%
Consumer Cyclical
11.0%
Industrials
11.0%
Communication
9.2%
Consumer Defensive
4.2%
Basic Materials
2.3%
Other
3.2%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
13.2%Moderate

Year-on-year price swings

Max drawdown
-19.9%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.96Decent risk-adjusted returns
Sortino (3Y)
1.41Good 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

Next steps

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Data updated on 2026-09-18