DFA International Sustainability Core 1 Portfolio
DFSPX
NASDAQ- -
USD
- -
- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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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
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in mil. unless spec.Quarterly Dividends Per Share
FRC
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 6300 Bee Cave Road, Building One Austin TX United States of America 78746
- IPO Date
- Mar 13, 2008
- CIK
- 0000355437
- Website
- dimensional.com
- Similar Companies
- Business
- DFA International Sustainability Core 1 Portfolio (DFSPX) is an open-end mutual fund managed by Dimensional Fund Advisors L.P. that seeks long-term capital appreciation by investing primarily in equity securities of non-U.S. companies associated with developed market countries designated as approved markets by the Advisor. The Portfolio provides broad and diverse exposure to such companies across market capitalizations, with increased emphasis on small capitalization and value stocks relative to their representation in the broad non-U.S. market universe, while systematically incorporating sustainability or ESG factors in the investment process to emphasize securities with relatively low exposure to environmental, social, and governance risks such as carbon emissions, fossil fuels, and other sustainability concerns. It maintains a portfolio heavily weighted toward non-U.S. stocks (approximately 98%), diversified across sectors including financial services, industrials, consumer cyclical, technology, and healthcare; top holdings as of recent data include ASML Holding NV, Novartis AG, LVMH Moet Hennessy Louis Vuitton SE, Roche Holding AG, and Royal Bank of Canada, with the top five representing about 5.53% of assets under management totaling around $4.18 billion, a net expense ratio of 0.24%, and availability primarily to U.S. investors through institutional share classes. Geographically, the fund targets developed markets with significant allocations to the Eurozone (30%), Japan (20%), Europe ex-Euro (16%), the United Kingdom (12%), and Canada (10%). Dimensional Fund Advisors L.P., founded in 1981 and headquartered in Austin, Texas, serves as the investment advisor for the Portfolio, which was launched on March 12, 2008, and is domiciled in the United States. The fund is part of Dimensional's suite of sustainability-focused strategies within the Foreign Large Blend category, managed by a team including Jed Fogdall (since 2010), Allen Pu (since 2015), Mary Phillips (since 2017), and William Collins-Dean (since 2019). In recent developments, the Portfolio has maintained its focus on low-carbon investments, earning a Morningstar Low Carbon Designation due to its very low fossil fuel exposure and carbon risk score of 6.91, aligning with transitions to a low-carbon economy while delivering competitive performance with a one-year return of approximately 25-28% and assets growing to over $4 billion as of late 2025. Dimensional Fund Advisors continues to expand its global presence with offices across North America, Europe, Asia, and Australia, supporting enhanced portfolio implementation amid ongoing academic research integration, though no major acquisitions, funding rounds, or structural reorganizations specific to DFSPX have been announced in the last 1-2 years.