DFA US Sustainability Core 1

Frequently Asked Questions About DFSIX

What does DFSIX invest in?

This portfolio strategically invests in a broad and diversified selection of American equities, encompassing companies across the entire market capitalization spectrum. It places a particular emphasis on, and therefore allocates greater capital to, firms characterized by smaller market values, appealing valuations (lower relative prices), and strong financial performance (higher profitability) compared to their representation in the overall U.S. stock market. Furthermore, the construction and ongoing management of the portfolio's holdings are meticulously adjusted to reflect significant sustainability impact considerations.

What is the expense ratio of DFSIX?

DFA US Sustainability Core 1 (DFSIX) charges an expense ratio of 0.17%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DFSIX?

DFA US Sustainability Core 1 (DFSIX) manages $8.63B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is DFSIX actively managed or an index fund?

DFSIX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was DFSIX launched?

DFA US Sustainability Core 1 (DFSIX) launched in March 2008 and is managed by Dimensional.

How has DFSIX performed?

DFSIX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.