DFA US Sustainability Core 1
DFSIX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
•
in mil. unless spec.Working Capital
FRC
•
in mil. unless spec.Growth Rates
FRC
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in mil. unless spec.Quarterly Revenue
FRC
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in mil. unless spec.Quarterly Earnings Per Share
FRC
•
in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Santa Monica CA 90401 Santa Monica CA United States of America 90401
- IPO Date
- Mar 13, 2008
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- DFA US Sustainability Core 1 Portfolio (DFSIX) is a mutual fund managed by Dimensional Fund Advisors LP that seeks long-term capital appreciation by purchasing a broad and diverse group of securities of U.S. companies of all sizes, with increased exposure to smaller capitalization, lower relative price, and higher profitability companies as compared to their representation in the U.S. market universe, while adjusting the portfolio composition based on sustainability impact considerations. The fund emphasizes environmental, social, and governance (ESG) factors, including low carbon risk, limited fossil fuel exposure, and alignment with international norms such as the UN Global Compact; it features sector allocations like technology (approximately 28%), financial services (18%), and consumer cyclical (13%), with top holdings including NVIDIA Corp, Apple Inc, and Meta Platforms Inc. Offered as an institutional share class, DFSIX targets investors seeking ESG-integrated U.S. equity exposure and is included in various 529 college savings plans and retirement products. Dimensional Fund Advisors LP, founded in 1981 and headquartered in Austin, Texas, manages the fund as part of its systematic investment strategies that integrate academic research with portfolio design; the firm operates globally with offices across North America, Europe, Asia, and Australia, overseeing approximately $786 billion in assets under management. The fund, with an inception around 2008, maintains a focus on the large blend category while prioritizing sustainability, earning a Morningstar Sustainability Rating of 3 globes and a Low Carbon Designation due to its reduced ESG risks relative to peers. Recent developments include Dimensional's January 2025 partnership with Prudential Financial Inc. and Fiduciary Exchange LLC to integrate its strategies, including those akin to DFSIX, into protected lifetime income solutions for managed accounts and annuities such as FlexGuard and SurePath, expanding access to systematic ESG approaches for retirees. In March 2025, Dimensional renewed its transfer agency agreement with SS&C Technologies Holdings Inc. for its U.K. fund range, building on a decade-long relationship and prior 2023 U.S. renewal to enhance operational efficiency for funds managing billions in assets. The firm also continues portfolio adjustments amid ongoing sustainability monitoring, with fossil fuel investments at about 2.75% of assets as of late 2025.