Dimensional - US Sustainability Core 1 ETF

Frequently Asked Questions About DFSU

What does DFSU invest in?

This fund seeks broad and diverse exposure to U.S. company securities across all market capitalizations. It strategically overweights firms with smaller market values, lower relative prices, and higher profitability metrics compared to their presence in the overall U.S. stock market. The portfolio's selection is further refined and adjusted based on sustainability impact considerations.

What is the expense ratio of DFSU?

Dimensional - US Sustainability Core 1 ETF (DFSU) charges an expense ratio of 0.15%. This is the annual fee deducted from fund assets to cover management and operations.

How big is DFSU?

Dimensional - US Sustainability Core 1 ETF (DFSU) manages $2.38B 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 DFSU actively managed or an index fund?

DFSU is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (DFSU's is 0.15%) in exchange for the discretion to over- or under-weight positions.

When was DFSU launched?

Dimensional - US Sustainability Core 1 ETF (DFSU) launched in November 2022 and is managed by Dimensional.

How has DFSU performed?

DFSU'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.