DFA International Sustainability Core 1 Portfolio
Shareclass
DFA Intl Sustainability Core 1 (DFSPX)
Type
Open-end mutual fund
Manager
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
How we track deforestation-risk investments
C
11.09%
INVESTED IN DEFORESTATION-RISK COMPANIES
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
79
holdings flagged
11%
of assets flagged
This fund contains
$395.18 MILLION invested
in holdings flagged for deforestation riskDimensional was the first large US investment firm to explicitly remove palm oil producers from its sustainability funds - so we know they are aware of the issues. But Dimensional still has huge exposure to companies like Hormel, Resolute Forest Products, Posco, and JBS, the major the Brazilian cattle trader. In order to take responsibility, Dimensional should immediately implement a robust forest policy across all its investment products. Tell Dimensional to adopt a No Deforestation Policy!
Sign the petition
Commodity producers
7 holdings
0.3% of assets
$10.7 MILLION invested
Banks and lenders
22 holdings
3.75% of assets
$133.79 MILLION invested
Major consumer brands
53 holdings
7.19% of assets
$256.26 MILLION invested
Commodity producers
7 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
7 HOLDINGS
- % of portfolio$ invested
- 1. International Paper Co
0.09%0.09% of portfolio$3.34M$3.34M invested - 2. Stora Enso Oyj Class R
0.08%0.08% of portfolio$2.75M$2.75M invested - 3. UPM-Kymmene Oyj0.05%0.05% of portfolio$1.63M$1.63M invested
- 4. Sumitomo Forestry Co Ltd0.03%0.03% of portfolio$1.19M$1.19M invested
- 5. Neste OYJ
0.03%0.03% of portfolio$1.04M$1.04M invested
View next 2
Banks and lenders
22 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
22 HOLDINGS
View next 5
Major consumer brands
53 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
53 HOLDINGS
- % of portfolio$ invested
- 1. Lvmh Moet Hennessy Louis Vuitton SE
1.28%1.28% of portfolio$45.78M$45.78M invested - 2. Unilever PLC ADR
0.66%0.66% of portfolio$23.61M$23.61M invested - 3. RELX PLC ADR0.54%0.54% of portfolio$19.25M$19.25M invested
- 4. L'Oreal SA0.52%0.52% of portfolio$18.67M$18.67M invested
- 5. Reckitt Benckiser Group PLC0.3%0.3% of portfolio$10.65M$10.65M invested
View next 5
View more info
DATA AS OF 28 Feb 2025
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
DFA International Sustainability Core 1 Portfolio DFSPX
Environment
Social
Search more funds
Financial performance
Performance data provided by
Find more financial data on DFSPX at Morningstar.com
Find more financial data on DFSPX at Morningstar.comTake Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
Disclaimer: As You Sow is not an investment adviser
As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer
See our full disclaimer