DFA U.S. Sustainability Core 1 Portfolio

Shareclass

DFA US Sustainability Core 1 (DFSIX)

Type

Open-end mutual fund

Manager

Deforestation grade: Fund is invested in deforestation-risk banks and lenders and/or major consumer brands, but no holdings flagged for our deforestation-risk agricultural commodity producer/trader screen. Assigned a grade of B.
How we track deforestation-risk investments

12.89%

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

holdings flagged

13%

of assets flagged

This fund contains

$985.16 MILLION invested

in holdings flagged for deforestation risk

Dimensional 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

0 holdings

0% of assets

$0 invested

Banks and lenders

4 holdings

2.58% of assets

$197.28 MILLION invested

Major consumer brands

49 holdings

10% of assets

$787.88 MILLION invested

Commodity producers

0 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%.

Banks and lenders

4 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).

4 HOLDINGS

% of portfolio
$ invested
1. JPMorgan Chase & Co
1.67%1.67% of portfolio
$127.61M$127.61M invested
2. Bank of America Corp
0.42%0.42% of portfolio
$32.39M$32.39M invested
3. Morgan Stanley
0.34%0.34% of portfolio
$26.01M$26.01M invested
4. Citigroup Inc
0.15%0.15% of portfolio
$11.27M$11.27M invested

Major consumer brands

49 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).

49 HOLDINGS

% of portfolio
$ invested
1. Amazon.com Inc
2.66%2.66% of portfolio
$203.39M$203.39M invested
2. Costco Wholesale Corp
1.01%1.01% of portfolio
$77.2M$77.2M invested
3. Johnson & Johnson
0.86%0.86% of portfolio
$65.82M$65.82M invested
4. The Home Depot Inc
0.85%0.85% of portfolio
$64.78M$64.78M invested
5. Walmart Inc
0.84%0.84% of portfolio
$63.85M$63.85M invested

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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 U.S. Sustainability Core 1 Portfolio DFSIX

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Financial performance

Performance data provided by

Find more financial data on DFSIX at Morningstar.com

Current fund

DFSIX

DFA U.S. Sustainability Core 1 Portfolio

Family

Dimensional Fund Advisors

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-0.58% less in annualized returns

Less invested in commodity producers

0.19% less invested

Less invested in banks and lenders

0.01% less invested

Less invested in major consumer brands

1.49% less invested

Current fund

DFSIX

DFA U.S. Sustainability Core 1 Portfolio

Family

Dimensional Fund Advisors

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-0.58% less in annualized returns

Less invested in commodity producers

0.19% less invested

Less invested in banks and lenders

0.01% less invested

Less invested in major consumer brands

1.49% less invested

Current fund

DFSIX

DFA U.S. Sustainability Core 1 Portfolio

Family

Dimensional Fund Advisors

Category

Large Blend

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: S&P 500

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

-0.58% less in annualized returns

Less invested in commodity producers

0.19% less invested

Less invested in banks and lenders

0.01% less invested

Less invested in major consumer brands

1.49% less invested

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: S&P 500 TR USD

Annualized returns

Deforestation analysis

1-yr

3-yr

5-yr

10-yr

This fund
DFSIX - DFA U.S. Sustainability Core 1 Portfolio

5.32%

8.93%

19%

12%

Benchmark

8.22%

9.03%

19%

12%

0.19%

Fund compared to benchmark

-2.89%

-0.1%

0.55%

-0.58%

0.19% lower

Find more financial data on DFSIX at Morningstar.com

Take Action

Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.

SUPPORT THE PETITION

Find top-graded funds that avoid deforestation-risk investments.

FIND TOP-SCORING FUNDS

Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.

CHECK FOR FOSSIL FUELS

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