DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND - Dimensional Fund Advisors
Shareclass
DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND INSTITUTIONAL CLASS
Type
Other
Manager
Filing
Target date
DIMENSIONAL TARGET DATE RETIREMENT INCOME FUND - Dimensional Fund Advisors
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
10.79%
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
294
holdings flagged
11%
of assets flagged
This fund contains
$21.3 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!
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Commodity producers
102 holdings
0.36% of assets
$705,632 invested
Banks and lenders
44 holdings
2.8% of assets
$5.52 MILLION invested
Major consumer brands
168 holdings
7.79% of assets
$15.39 MILLION invested
Commodity producers
102 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
102 HOLDINGS
- % of portfolio$ invested
- 1. Mitsubishi Corp
0.03%0.03% of portfolio$65,083$65,083 invested - 2. International Paper Co
0.03%0.03% of portfolio$59,696$59,696 invested - 3. Glencore PLC
0.03%0.03% of portfolio$57,747$57,747 invested - 4. ITOCHU Corp
0.03%0.03% of portfolio$50,525$50,525 invested - 5. Bunge Global SA0.02%0.02% of portfolio$41,842$41,842 invested
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Banks and lenders
44 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
44 HOLDINGS
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Major consumer brands
168 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
168 HOLDINGS
- % of portfolio$ invested
- 1. Amazon.com Inc
2.2%2.2% of portfolio$4.34M$4.34M invested - 2. Walmart Inc0.46%0.46% of portfolio$917,666$917,666 invested
- 3. Johnson & Johnson0.45%0.45% of portfolio$897,842$897,842 invested
- 4. Home Depot Inc/The0.39%0.39% of portfolio$774,940$774,940 invested
- 5. Costco Wholesale Corp0.39%0.39% of portfolio$760,576$760,576 invested
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DATA AS OF 31 Oct 2025
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DIMENSIONAL 2050 TARGET DATE RETIREMENT INCOME FUND - Dimensional Fund Advisors
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